New Client OrganizerNew Client OrganizerTaxpayer Full Name(Required) First Last Taxpayer DOB(Required) Month Day YearSpouse Full Name First Last Spouse DOB Month Day YearFull Name of person to whom all information should be addressed, if not the taxpayer First Last Address(Required) Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Taxpayer InformationOccupation(Required)Daytime phone(Required)Evening phone(Required)Cell phone(Required)Spouse InformationOccupationDaytime phoneEvening phoneCell phoneTaxpayer email(Required) Spouse email Filing status at the end of current tax year(Required) Single Married Widowed Married filing separatelyIf widowed and your spouse died, please provide the date Month Day YearIf married but filing separately, did you live apart from your spouse for the last six months of current tax year Month Day YearAre you or your spouse blind?(Required) Yes NoAre you or your spouse disabled?(Required) Yes NoAre you or your spouse a full-time student?(Required) Yes NoDo you or your spouse want to designate $3 to go to the Presidential Election Campaign Fund?(Required) Yes NoAt any time during the current tax year did you receive, sell, exchange, or otherwise dispose of any financial interest in any virtual currency?(Required) Yes No(a) receive (as a reward, award, or payment for property or services) a digital asset(b) sell, exchange, gift, or otherwise dispose of a digital asset (or a financial interest in a digital asset)Identification InformationTaxpayer's type of photo ID(Required) Driver's license State-issued photo IDSpouse's type of photo ID Driver's license State-issued photo IDTaxpayer: Date photo ID was issued(Required) Month Day YearTaxpayer: Date photo ID expires(Required) Month Day YearTaxpayer: State photo ID was issued(Required) Month Day YearSpouse: Date photo ID was issued Month Day YearSpouse: Date photo ID expires Month Day YearSpouse: State photo ID was issued Month Day YearDependent and Other InformationDependent InformationDependentFull NameRelationshipMonths in homeDOBFull-time student?Childcare expenses Add RemoveClick the plus sign to add more dependentsPlease list eligible dependents for current tax yearChild and Other Dependent Care ExpensesChild and Other Dependent Care ExpensesName of care providerAddressAmount Paid Add RemoveClick the plus sign to add more dependentsEstimatesFederalOverpayment applied from previous tax yearDate paidAmountFirst quarterDate paidAmountSecond quarterDate paidAmountThird quarterDate paidAmountFourth quarterDate paidAmountAdditional paymentsDate paidAmountResident StateOverpayment applied from previous tax yearDate paidAmountFirst quarterDate paidAmountSecond quarterDate paidAmountThird quarterDate paidAmountFourth quarterDate paidAmountAdditional paymentsDate paidAmountResident CityOverpayment applied from previous tax yearDate paidAmountFirst quarterDate paidAmountSecond quarterDate paidAmountThird quarterDate paidAmountFourth quarterDate paidAmountAdditional paymentsDate paidAmountPLEASE UPLOAD COPY OF LAST TAX RETURN, COPY OF DRIVERS LICENSE AND SOCIAL SECURITY CARDS FOR YOU AND YOUR DEPENDENTSMax. file size: 256 MB. 21676Δ +1 435-657-5629PO Box 673, Heber City, UT 84032isabelle@ horrocksbusinesssolutions.comFollowFollowGet In TouchName First Last Email PhoneYour Message 91983Δ
