Office-Use Submissions Client StatusDoes 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?* 2023 2022 2021 2020 2019 2018 2017 2016 2015 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 Number Taxpayer's Date of Birth Month Day Year Taxpayer's Email Address* Taxpayer's Mobile Phone NumberTaxpayer's Marital Status as of December 31st last year?-Select Marital Status-SingleMarriedLegally SeparatedDivorcedWidowedHiddenTaxpayer is only contact Spouse InformationSpouse's Name First Name Middle Initial Last Name Spouse's Social Security Number Spouse'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 Business InformationHiddenBusiness Name (OLD) Business Owner's Name First Middle Initial Last Business Name(s)Click the (+) to add additional businesses if more than 1. Attached 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
