The necessity for meticulous record-keeping and the safeguarding of personal client data is paramount in today's data-driven landscape, especially within the sphere of taxation and financial services. The Client Information Form from Alliance Tax Service represents a comprehensive tool designed to encapsulate a wide array of personal, work, and financial details critical for tax preparation and planning. Located at 65 Birchwood Lane, Crossville, TN, this enterprise underscores the importance of confidentiality and adheres strictly to legal standards to protect the privacy of its clients, divulging information only as required by law. Information collected ranges from basic personal identifiers, like names and Social Security numbers, to more detailed financial data, including income sources, dependent information, possible deductions, and specifics regarding investments such as Individual Retirement Accounts. Furthermore, the form delves into the realm of potential client deductibles that span from alimony payments to medical expenses, thereby offering a holistic overview of an individual's financial situation. This meticulous approach not only aids in maximizing client returns but also ensures compliance with prevailing tax laws, reflecting Alliance Tax Service's commitment to precision and client security.
| Question | Answer |
|---|---|
| Form Name | Client Sheet Information Fill Up Form |
| Form Length | 2 pages |
| Fillable? | No |
| Fillable fields | 0 |
| Avg. time to fill out | 30 sec |
| Other names | TN, htm, new tax client information sheet, x-ray |
ALLIANCE TAX SERVICE |
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65 Birchwood Lane, Crossville, TN 38555 |
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Telephone: (931) |
CLIENT INFORMATION FORM |
We take the protection and privacy of the personal information you entrust to us very seriously. We do not disclose any nonpublic information about our customers or former customers to any third party, except as required or permitted by law. If you would like to review our complete privacy policy, it can be found online at http://www.alliancetaxservice.com/privacy.htm
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Personal information:
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First Name |
Middle Initial |
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Last Name |
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Suffix |
Social Sec. No or ITIN |
Date of Birth |
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Spouse First Name |
Middle Initial |
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Spouse Last Name |
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Suffix |
Social Sec. No or ITIN |
Date of Birth |
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Please select the filing status you would like to use: |
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Single |
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Married Filing Jointly |
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Married Filing Separately |
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Head of Household |
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Qualifying Widow(er) |
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Your address and telephone number: |
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Mailing Address |
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Apt. #: |
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Best method and time to contact you? |
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Home telephone number |
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Work information: |
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Your Occupation |
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Work telephone Number |
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May we call you at work, if necessary? |
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Spouse Occupation |
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Work telephone Number |
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May we call you at work, if necessary? |
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Dependent information: |
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Dependent 1: |
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First Name |
MI |
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Last Name |
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Suffix |
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Social Sec. No or ITIN |
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DOB |
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Relationship to you |
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Number of months this person lived with you |
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Did you pay child or dependent care expenses for this person? |
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No |
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Dependent 2: |
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First Name |
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Last Name |
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Social Sec. No or ITIN |
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Relationship to you |
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Number of months this person lived with you |
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Did you pay child or dependent care expenses for this person? |
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Dependent 3: |
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First Name |
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Last Name |
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Social Sec. No or ITIN |
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DOB |
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Relationship to you |
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Number of months this person lived with you |
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Did you pay child or dependent care expenses for this person? |
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Yes |
No |
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Dependent 4: |
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First Name |
MI |
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Last Name |
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Suffix |
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Social Sec. No or ITIN |
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DOB |
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Relationship to you |
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Number of months this person lived with you |
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Did you pay child or dependent care expenses for this person? |
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Yes |
No |
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Child/ dependent care provider information: |
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Name |
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SSN or Employer Identification Number |
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Total Amount Paid |
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Address |
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Zip code |
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Name |
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SSN or Employer Identification Number |
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Total Amount Paid |
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Address |
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Deductions:
Alimony (Spousal Support)
Did you or your spouse pay alimony? |
Yes |
No |
If yes, enter the total amount that was paid: |
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Enter the Social Security Numbers for persons to whom alimony was paid: |
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Did you have expenses for |
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Did you or your spouse make a contribution to an Individual Retirement Account? |
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Yes |
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No |
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Did you have any personal or business losses or damage as a result of casualty or theft? |
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Yes |
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No |
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Itemized deductions (enter dollar amounts for all that apply):
Taxes you paid: |
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Remarks |
State/ Local |
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Property (main home) |
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Property (other real estate) |
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Personal property |
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Interest you paid: |
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Mortgage (combine interest from all mortgages) |
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Mortgage points |
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Charitable contributions: |
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Cash (cash, check, credit card, etc.) |
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Medical expenses: |
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Prescription medicines |
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Doctors, Dentists |
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Fees for hospitals, clinics |
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Lab and |
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Eyeglasses and contact lenses |
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Medical equipment and supplies |
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Health insurance premiums |
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Other (explain in Remarks) |
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Vehicle expenses: |
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Number of business miles driven |
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Number of personal miles driven |
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Total number of miles driven |
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Vehicle information: |
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Vehicle make and model (i.e. Chevy Blazer) |
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Type of vehicle (A: <6,000 lbs.; B: |
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C: >13,000 lbs.; D: tractor trailer for |
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Date vehicle placed in service (i.e. 07/23/2003) |
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Business travel expenses: |
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Parking and local transportation |
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Travel away from home |
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Meals and entertainment |
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Other business related expenses: |
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Education |
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Professional publications |
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Licenses |
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Clothing and equipment |
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Dues for professional organizations |
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Other (explain in Remarks) |
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