Advanced Child Tax Credit Payment: [NOT FOR 2005 FILERS] In 2003, the IRS issued advance child tax credit payments to eligible tax payers who claimed a child tax credit on their 2002 return. Enter the amount of your advanced payment. You can check your payment amount at the IRS website (click on hyperlink below) https://sa.www4.irs.gov/irfof/lang/en/iractcgetstatus.jsp |
What is your residency status? Please read FAQ's for explanation. (primarily for "Alien" filers) |
What if I don't remember the amount of the rebate check? You should have received a notice from the government informing you of the amount you would be receiving. If you do not remember the amount call the IRS TeleTax number at (1-800-829-4477) and follow the instructions on their automated system. When calling TeleTax for the amount, you will need to provide the following information from your 2000 tax return: - The social security number listed first on your return, - The filing status used, and - The number of exemptions claimed on your return. |
All clients must complete |
What is your marital status for the year to be filed? |
What was your filing status last year? |
Did you itimize deductions last year?. |
What is your Full Name and Social Security Number or Tax Identification Number?.I will also need your date of birth. (MM/DD/YYYY) |
What are the Names, Social Security Numbers, Dates of Birth and relationships of all of your dependants (wife, husband, son, daughter) |
What is your current mailing address? Is this the address you should receive correspondance from the IRS ? (IE: refund). Include state and zip code. Please also include your county and school district. |
List and Describe Phone numbers where you can be reached. Include area code. |
List your email address(es) in order of preference. |
How many states did you earn income in ? (a W-2 for each) list the state and the dates you had residency in that state, if you lived in that state. If non-resident, please indicate. |
What other sources of income did you have this year to be filed? (interest, dividend, capital gains, rents, small business, etc..) We will discuss in detail as well. |
Are you interested in e-File? |
Are you interested in auto deposit if you receive a refund? If so, please include your bank's routing number and your checking account number below: . |
In the space provided below, please enter any other pertinent information which you believe will help in preparing your tax return |
Once you have completed this form to the best of your ability, hit the submit button below. I will contact you initially via e-mail as soon as possible. Thank you for your time, Steve |
What if I don't remember the amount of the rebate check? You should have received a notice from the government informing you of the amount you would be receiving. If you do not remember the amount call the IRS TeleTax number at (1-800-829-4477) and follow the instructions on their automated system. When calling TeleTax for the amount, you will need to provide the following information from your 2000 tax return: - The social security number listed first on your return, - The filing status used, and - The number of exemptions claimed on your return. |
">
">
">
">
Bank Routing Number: |
Your Checking Account Number: |
This form was last revised on: 2/1/07
Have I prepared your return in past years? |
Ask me about "Referal Discounts"! |
What is your residency status? Please read FAQ's for explanation. (primarily for "Alien" filers) |
Personal Information Page - Tax Year 2006 |
Which years have I prepared? |
type years into box at right |
Advanced Child Tax Credit Payment: [NOT FOR 2005 FILERS] In 2003, the IRS issued advance child tax credit payments to eligible tax payers who claimed a child tax credit on their 2002 return. Enter the amount of your advanced payment. You can check your payment amount at the IRS website (click on hyperlink below) https://sa.www4.irs.gov/irfof/lang/en/iractcgetstatus.jsp |