New Client Interview

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To help us prepare a complete and accurate return for you, please provide the following information. It will be automatically sent to us SECURELY when you click the submit button. If you have any questions, please free to call my office at 231-627-3119

We will not ask for your Social Security Number(s) on this form. We will need to see your Social Security Card(s) and Photo ID, or valid U.S. Passport or Passport Card in order to prepare your return.

Email *

What is your Full Name (First, Middle Initial, and Last Name? If you are married, this name would be the first name listed at the top of your prior returns. *

What is your telephone number? (The best number at which to reach you)

What is your date of birth? *

YYYY

What is your JOB TITLE (or retired, unemployed or not working)? *

Are you a U.S. citizen? *

Yes

Last year, were you totally and permanently disabled? *

Yes

Last year, were you a full-time student? *

Yes

Were you legally blind last year? *

Yes

Have you or an of your dependents (if any) ever been a victim of tax-related identity theft or been issued a Identity Protection PIN? *

Yes

As of December 31 of the year for which we are preparing a return, what was your marital status? *

Single, widow(er)

Married, filing jointly with my spouse

Married, filing separately from my spouse

Head of Household, with dependents. WE WILL ASK FOR DEPENDENT INFORMATION OUTSIDE THIS INTERVIEW--USUALLY BY PHONE.

Separated and I'm not sure of my filing status. WE WILL CONTACT YOU LATER FOR ADDITIONAL INFORMATION.

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