New Client Information Sheet (Page 2 of 2) in pdf

New Client Information Sheet Page 2

Check if you have any of the following or if it applies to your tax situation (cont):

 Business Income or Losses

 Did you Give to Charity

 Did you Buy a Car, Boat, Motorcycle, RV or Airplane

 Did you Purchase Home Building Materials

 Energy Efficient Home Improvements

 Cancelled Debt (1099-C)

 Hobby Income and Expenses

 A Casualty or Theft Loss

 Rental Property

 Moving Expenses

 Health Savings Account

 Educator Expenses

 Self Employed Health Insurance

 Child Care Expenses

 Do you have a Multiple Support Agreement for a dependent?

Health Insurance

Did you and everyone listed have health insurance the ENTIRE year? __________________________

Other Concerns

Please list any other concerns:

__________________________________________________________________________________________________

Payment and Refund Options

____ MasterCard, Visa, Discover

____ Cash or Check

____ Withhold Fees from Refund

____ Other

____ Direct Deposit

_____ Check Mailed to You ____ Will Probably Owe

Office Use Only:

Price Quoted ________________

Anticipated Finish Date _________________

New Client Information Sheet Page 2