New Client Information Form

TAXPAYER INFORMATION

* Caution - If you have been a victim of identity theft, please contact this office immediately. 

Address and Status

Status Changes This Year - Enter Dates

Dependents 

Social Security Numbers are MANDATORY

** S = Son, D = Daughter, R = Relative, O = Other

Note: For Children of divorced or separated parents, the dependency generally goes to the parent with whom the child resided for the longer period of time during the year (Custodial parent)