Individual New Client

844-455-0500

Filing Status (check one)*
- Single
- MFJ
- MFS
- Head of Household
Taxpayer (Full Legal Name)*
First Last
DOB
Date Format: MM slash DD slash YYYY
Taxpayer Social Security #:
Taxpayer Profession
Spouse (Full Legal Name)
First Last
DOB
Date Format: MM slash DD slash YYYY
Spouse Social Sec #
Spouse Profession
Home Phone
Cell Phone*
Email*
Fax
Street Address*
Address Line 2
City*
State/Province/Region*
Zip Code*
Mailing Address If Different
Street Address
Address Line 2
City
State/Province/Region
Zip Code
Full Names of Children to be Included
Name DOB SSN
States in which we need to file a return:
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- District of Columbia
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Armed Forces Americas
- Armed Forces Europe
- Armed Forces Pacific
Do you have a foreign bank account that at any time during the year had $10,000 or more in it?*
- Yes
- No
How were you referred to us?

We are here to help you take control of your tax and accounting needs, so you can spend more time focusing on your business

Schedule

December 20, 2022

Use In-Kind RMDs to Avoid Selling Retirement Account Assets

December 10, 2022

December 1, 2022

Name	DOB	SSN