New Client
Taxpayer Name *
Occupation *
Social Security Number *
Date of Birth *
E-Mail *
Telephone *
Spouse
Occupation
Social Security Number
Date of Birth
E-mail (must be separate e-mail)
Telephone
Street Address *
City *
State * ALAKAZARCACOCTDEFLGAHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTNENVNHNJNMNYNCNDOHOKORPARISCSDTNTXUTVTVAWAWVWIWY
Zip Code *
If submitting information for a Business, Corporation, Trust, or Estate enter the Responsible Party information above, and enter Entity information below:
Entity Name
Entity EIN
Entity Type Sole ProprietorCorporationS-CorpLLCNon-ProfitPartnershipTrustEstate
Dependent 1 Name
Relationship DaughterSonFoster ChildStepchildNephewNieceAuntUncleParentGrandparentGrandchildBrotherSisterOtherNone
Dependent 2 Name
Dependent 3 Name
Dependent 4 Name
Dependent 5 Name
March 2021 IRS Stimulus $ *
2021 Advance Child Tax Credit $ *
Method of Payment (Must Choose One) * CashCheckMoney OrderCredit/Debit CardZelleCashAppPayPal
Submission of this Client Questionnaire acknowledges you are requesting CFS prepare your tax returns using information provided by you. You also acknowledge tax preparation fees for services provided are due regardless of your tax refund/(debt) status.