INITIAL CLIENT DATA SHEET

    Please fill out the details exactly as shown on your documents.

    Primary Taxpayer Information



    Can anyone claim you as dependent?

    Were you married as of Dec 31st, 2025?

    If married, lived together?

    Spouse Information



    Dependents

    Dependent Name (First, Middle, Last)

    Date of Birth

    Social Security #

    Relationship

    Months Lived

    Can anyone else claim the dependent(s) listed above?

    Income Statements (How many of each?)

    Number of W2(s)

    1099-R

    K-1 S-Corp/Estate

    1099-INT (Interest)

    SSA-1099

    Alimony Received

    1099-DIV (Dividend)

    1099-B

    Railroad Retirement

    1099-MISC/NEC

    Rental Income

    1099-C Debt Cancel

    Self-employed?

    Certification & Signature

    I certify that all the information provided is true and accurate to the best of my knowledge.