New Client * YesNo
Tax Year(s) * 2010201120122013201420152016201720182019202020212022
Taxpayer First and Last Name *
Occupation *
Social Security Number *
Date of Birth *
E-Mail *
Telephone *
By including your banking information you can request Direct Deposit of your Tax Refund(s).
Bank Routing #
Bank Account #
Spouse Name (if filing jointly)
Spouse Occupation
Spouse SSN
Spouse Date of Birth
Spouse E-Mail (must be separate e-mail)
Telephone
Street Address *
City *
State * ALAKAZARCACOCTDEFLGAHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTNENVNHNJNMNYNCNDOHOKORPARISCSDTNTXUTVTVAWAWVWIWY
Zip Code *
Comments
Dependent 1 Name
Date of Birth
Social Security Number
Relationship DaughterSonFoster ChildStepchildNephewNieceAuntUncleParentGrandparentGrandchildBrotherSisterOtherNone
Dependent 2 Name
Dependent 3 Name
Dependent 4 Name
Dependent 5 Name
Method of Payment (Must Choose One) * CashCheckMoney OrderCredit/Debit CardZelleCashAppPayPal
Submission acknowledges you are requesting CFS Consult, and or Prepare tax returns using information provided by you. You also acknowledge fees for services provided are due regardless of any calculated income tax refund/(liability).
CFS uses this information to create a free SmartVault Document Sharing account for you.