INCOME TAXES
Client Profile FormNew Customer
Income Taxes Client Profile Form
****Filling fees are due at the time of service
Office use Only
• Please attach a copy of picture I.D. Social Card, Insurance card and Original W-2 forms
• No typewritten SS Cards. All typewritten W- 2’s must be verified
• When Claiming EIC dependents information must be verified
• All Self employed clients must submit accurate business income & expenses records at the time of filing
• Additional copies for previous tax return have additional fee of $50.00 per tax year
Intake