New Client Inquiry Form

Primary Taxpayer

Full Legal Name

Date of Birth

MM/DD/YYYY

Social Security Number

Phone number

Email

Address

Spouse Information (if applicable):

Full Legal Name

Date of Birth

MM/DD/YYYY

Social Security Number

Phone number

Email

Dependents

Did you have any dependents during the year?(required)

Yes No

If yes, fill out their information below.

Full Legal Name

Date of Birth

MM/DD/YYYY

Social Security Number

Relationship

Lived with you all year?

Yes No

Can anyone else claim this dependent?

Yes No

If you have other dependents, include them here:

Home Ownership & Real Estate

Communication Preferences

How would you like us to communicate with you?(required)

Phone Email Secure Client Portal Text Message

How would you like to receive completed tax documents?(required)

In Office Secure Client Portal

How would you like to sign tax documents?(required)

In Office Electronic Signature

Final Review

Is there anything else we should know about your tax situation?

Acknowledgement

I certify that the information provided is true and complete to the best of my knowledge.

Curt Davis, CPA

Thank you for your response. ✨

New Client Inquiry Form

Primary Taxpayer

Spouse Information (if applicable):

Filing Status

Dependents

Income Sources

Home Ownership & Real Estate

Deductions & Expenses

Life Changes

Prior Year Information

Communication Preferences

Final Review