The Tax Professional
* - Indicates a required field.
*Last Name:
*First Name:
Middle Initial:
*Social Security Number:
*Occupation:
*Birth Date:
*Are you currently serving in the Armed Forces, or have you served within this past tax year?—Please choose an option—YesNo
If yes, please list your Home of Record:
Last Name:
First Name:
Social Security Number:
Occupation:
Birth Date:
Is your spouse currently serving in the Armed Forces, or has your spouse served within this past tax year?—Please choose an option—YesNo
If yes, please list your spouse's Home of Record:
*E-Mail Address:
Second E-Mail Address:
*Street Address:
Apartment/Suite/etc.:
*City:
*State:—Please choose an option—N/A - No StateAL - AlabamaAK - AlaskaAZ - ArizonaAR - ArkansasCA - CaliforniaCO - ColoradoCT - ConnecticutDE - DelawareFL - FloridaGA - GeorgiaHI - HawaiiID - IdahoIL - IllinoisIN - IndianaIA - IowaKS - KansasKY - KentuckyLA - LouisianaME - MaineMD - MarylandMA - MassachusettsMI - MichiganMN - MinnesotaMS - MississippiMO - MissouriMT - MontanaNE - NebraskaNV - NevadaNH - New HampshireNJ - New JerseyNM - New MexicoNY - New YorkNC - North CarolinaND - North DakotaOH - OhioOK - OklahomaOR - OregonPA - PennsylvaniaRI - Rhode IslandSC - South CarolinaSD - South DakotaTN - TennesseeTX - TexasUT - UtahVT - VermontVA - VirginiaWA - WashingtonWV - West VirginiaWI - WisconsinWY - WyomingDistrict of ColumbiaPuerto RicoGuamAmerican SamoaU.S. Virgin IslandsNorthern Mariana Islands
*ZIP Code:
*Client's Home Phone:
Client's Work Phone:
Client's Cell Phone:
Spouse's Work Phone:
Spouse's Cell Phone:
What is the best way to reach you?Home PhoneClient's Cell PhoneClient's Work PhoneSpouse's Cell PhoneSpouse's Work PhoneE-MailPostal Mail
#1*: Do you own the home you live in?—Please choose an option—YesNo
#2*: Did you buy or sell a home in the current tax year?—Please choose an option—YesNo
#3*: Did you sell, swap, trade, or exchange any stocks, bonds, mutual funds or unimproved property?—Please choose an option—YesNo
#4: If Yes to #3, do you know the purchasing price of these sales?—Please choose an option—YesNo
#5*: Did you pay someone to watch your children while you worked?—Please choose an option—YesNo
#6*: Did you make any payments on a student loan?—Please choose an option—YesNo
#7*: Did anyone in your family attend college or tech schools in the current tax year?—Please choose an option—YesNo
#8*: Do you or your spouse own your own business, and if so, what kind?—Please choose an option—YesNo
#9*: Do you have any rental property, and if so, what kind?—Please choose an option—YesNo