NEW CLIENT DATA SHEET at a glance
What it is: This is the NEW CLIENT DATA SHEET: Taxpayer, Spouse, Address, Email address and the areas of services required.
Who signs: Taxpayer Signature and Spouse Signature: SIGN, with the Date.
A filled-in NEW CLIENT DATA SHEET example: a couple fills out the sheet
How to fill out NEW CLIENT DATA SHEET, box by box
Taxpayer and Spouse
Enter the Taxpayer and the SSN #.
Enter the Spouse and the SSN #.
Address, Phone and Email address
Enter the Address and the City, State, Zip.
Enter the Phone # and the Work phone #.
Enter the Email address and the Cell phone#.
Areas of services required
Mark the areas of services required.
Mark Tax Preparation, Business Start up, Financial Consulting, Tax Planning, Insurance or Investments.
Write Comments/Questions.
Taxpayer Signature and Spouse Signature
Taxpayer Signature and Spouse Signature: SIGN, with the Date.
By signing, you verify that you maintain adequate records to substantiate all items of income and deductions listed in the questionnaire as well as all other information furnished in connection with the preparation of your income tax returns.
The fee for the preparation of your federal and state (if any) income tax return for 2003 will be based upon the standard tax billing rates of the company and will be paid promptly upon completion of the returns.
Sources
[1] NEW CLIENT DATA SHEET, served form (no issuer file) (the Official source link on this page).