New Client Information Sheet Date MM slash DD slash YYYY Please enter your name(s) as they appear on your tax return:Taxpayer's Name(Required) First Last Spouse's Name First Last Your Address Street Address Address Line 2 City ZIP Code Taxpayer's InfoHome PhoneDate of Birth MM slash DD slash YYYY CellYour Email Address(Required) Email Address Confirm Email Address Spouse's InfoHome PhoneDate of Birth MM slash DD slash YYYY CellYour Email Address(Required) Email Address Confirm Email Address How did you first hear of my services? Internet Social Media Referral OtherReferred By: First Last How do you prefer to receive your Tax Organizer? SmartVault (electronic) Paper Please provide a brief description of what brings you here today:Have you provided us with a copy of your prior year federal and state tax returns? If not, please upload a copy here: Upload Δ
