Office-Use Submissions Type of SubmissionClient Submission Client Has FULL or OTHER Organizer Client Has SHORT Organizer Short OrganizerName* First Last If Married, Spouse’s Name:Who Should We Contact with Questions?* Me Spouse Phone*Email* Is Your Home Address the Same as Last Year?* Yes No Are Your Dependents the Same as Last Year?* Yes No Is Your Bank Account Information the Same as Last Year?* Yes No Are You Waiting for Any Additional Documents?* Yes No If yes, when will you provide them?Did You Make Any Estimated Tax Payments in 2024?* Yes No Preferred Communication Method* Email Text Phone Zoom Do you Rent or Own?* Rent Own Both NA Would You Like Us to File a Property/Rent Tax Return for You?* Yes No How Would You Like to Receive a Copy of Your Tax Return?* Mail ($10) Pick-up ($5) Digital (free) Basics FirstDoes this client have a Start Date?* No Yes When is the Start Date?*Owner*pick oneBrian is the ownerKevin is the ownerMichael is the ownerOtherAre they New or Current?* New Client Current Client How did they hear about us?-Select an Option-Referred by a friendInternetAdvertisementOtherWho referred them? First Name Last Name How on the internet?Where was the advertisement located?Explain "Other"Who's documents are included?*Check all that apply Married Couples should be marked as "Individual" Individual Dependent(s) Boyfriend/Girlfriend Corporation (LLC, Inc or, S-Corp) What Tax Year(s) are the documents for?* 2024 2023 2022 2021 2020 2019 2018 2017 How did we receive the documents?* Inside Office Drop Off Mail Outside Dropbox Email Fax Failed online submission Primary Taxpayer InformationTaxpayer's Name* First Name Middle Initial Last Name Taxpayer's Social Security NumberDate of Birth*Taxpayer's Email Address* Taxpayer's Mobile Phone NumberTaxpayer's Marital Status as of December 31st last year?-Select Marital Status-SingleMarriedLegally SeparatedDivorcedWidowedThis field is hidden when viewing the formTaxpayer is only contactSpouse InformationSpouse's Name First Name Middle Initial Last Name Spouse's Social Security NumberSpouse's Date of Birth Month Day Year Spouse's Email Address Spouse's Mobile Phone NumberWho should the Primary Contact be? Taxpayer Spouse Either is fine Does the client wish to have us file their Property Taxes or Rent Credit?(Minnesota Residents Only) Yes No Does Not Apply Not Sure Are they interested in extending their Personal tax due date to October 15th? Yes No Not sure Note: If they owe taxes the IRS charges a 0.5% penalty, per month, on the amount they owe. This is a pretty small amount, but if they believe they will owe a lot, they may want to either send in money ahead of time or attempt to file their taxes by April 15th.Additional Person(s) InformationOther Person(s) Name'sClick the (+) button to add additional namesFirst Name & MILast Name Add RemoveBusiness InformationThis field is hidden when viewing the formBusiness Name (OLD)Business Owner's Name First Middle Initial Last Business Name(s)Click the (+) to add additional businesses if more than 1. Add RemoveAttached DocumentsAttach Scanned Documents Drop files here or Select files Max. file size: 125 MB. NotesNotes from ClientAny specific requests, or comments from the Client?Notes from StaffDoes the client have more documents to send us? Yes No Not sure
