Client Information Sheet printable pdf download

Ofﬁce 407.250.5839

Fax 407.264.8120

Dear Client, in preparation for your tax appointment, we are asking you to please take time to ﬁll in these few

pages to the best of your ability. This will expedite completion of your return.

Skyward Tax & Accounting Service does not divulge any personal or ﬁnancial data belonging to our clients

except in those cases where required by law, IRS regulation or at the explicit written direction of our clients.

Client Name: ___________________________________________________ D.O.B: _____________________ Date: ___________

Social Security Number: _________________________________________

Home Address: __________________________________________________________________

City, State, Zip __________________________________________________________________

Home Phone: ______________________ Alternate Phone: _____________________________ *Indicate best number to call*

Email Address: _________________________________________________

Occupation: ___________________________________________________

Marital Status: _____________________ Spouse Name: _________________________________________

Spouse’s Social Security Number: __________________________________

Spouse’s D.O.B:______________________Spouse’s Occupation: __________________________________

Email Address: _________________________________________________

Filing Status:

Single:_______Married Filing Jointly: _______Married Filing Separately:_______Head of Household:_______ Qualified Widower:_______

Please check one: Electronic Filing (E-File) __________ Bank Product (Fees deducted from refund):___________

*additional fees apply*

Dependents

SS#

D.O.B

Relationship

___________________________________ ________________________

__________________

____________________

___________________________________

_______________________

___________________

_____________________

___________________________________

_______________________

___________________

_____________________

___________________________________

_______________________

____________________

_____________________

Referred by: __________________________________________________

*** E-File & Bank products must provide a copy of Social Security card and Driver’s License. ***

Client Information Sheet