Client Tax Information Form Template
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Client Tax Information Form

Please fill out the form with your information below.

Personal Information

Name

    Social Security Number

      Date of Birth

        Phone number

          Email

            Address

              Filing Status

                • Single

                • Married

                • Married Filling Separately

                • Head of Household

                Income Information

                W-2 Forms Received

                1099 Forms Received

                Other Income Sources

                  Deductions and Credits

                  Are you claiming any deductions?

                  Are you claiming tax credits?

                  Did you file taxes last year?

                  Bank Information for Refunds or Payments

                  Bank Name

                    Routing Number

                      Account Number

                        Authorization and Signature

                        I certify that the information provided on this form is accurate and complete to the best of my knowledge.

                        Date:

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