Tax Information Sheet

Thank you for choosing us for your tax needs. Please complete the information below and upload any applicable documents that you have available. Items with an * are required. Should you have any questions, feel free to contact 901-209-4015.

Primary Taxpayer Info

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Spouse Taxpayer Info

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Additional Info

FILING STATUS: *
Dependent Info
 NameSocial Security #Date of BirthRelationship To You
Dependent 1
Dependent 2
Dependent 3
Dependent 4
Dependent 5
Dependent 6
Child Care Info
 NameAddressEIN or SS#Amount Paid
1.
2.
3.
Additional Info. Please check all that apply.