Client Profile
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Client Profile
For Personal
2020 Tax Return copy
First Name:
(required)
Last Name:
(required)
Address:
Birthday
Email:
(required)
Phone#:
(required)
Full Year Resident (For example: Texas)
Driver License#:
1099 Income:
W2 Income:
Interest Income
Student Loan/Student Tuition Form 1098T
Any IRA traditional or Roth IRA
Obama care health insurance 1095 A
Stimulus Checks $1400 ( Yes/ No )
Total 2021 Child Tax Credit Advance
MORTGAGE (INTEREST)
PROPERTY TAX
RENTAL PROPERTY ( Yes/ No )
Stocks ( Yes/ No )
Crypto ( Yes/ No )
Dependent (children’ s social and Date of birth)
For Business
Type of Business
LLC EIN formation and Tax ID
% of member
Profit
Expenses
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