New Client Information Sheet
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1
2New Client Information Sheet:
Your Legal Name: _____________________________________________ Date of Birth: ________________
Social Security Number: ________________________________________ Occupation: __________________
Spouse Legal Name: ____________________________________________Date of Birth: ________________
Social Security Number: _________________________________________Occupation:___________________
Current Address: ___________________________________________________________________________
nd
Best Contact Phone Number: ______________________________2
number_________________________
Best Email Address: _________________________________________________________________________
Dependent Information:
You must have provided more than 50% of their total
support!
First Name and Last Name
Social Security
Date of Birth
Relationship
Months
College
(if different)
Number
to You
in Home
Expenses
Check if you have any of the following or if it applies to your tax situation:
W2
Unreported Tips
K-1’s
Farm Income
Foreign Income
Interest
Dividends
Investment Income or Losses
State Refund
Unemployment Income
Educational Expenses
IRA or SEP?
Moving Expenses
Alimony (Paid or Received)
Student Loan Interest
Sell a Home
Unreimbursed Employee Expenses
Social Security Income
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Parent category: Business