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Client Information Form

1. FILL OUT THE ELECTRONIC CLIENT DATA FORM BELOW.
2. REVIEW THE PERSONAL TAX PREP CHECKLIST/SMALL BUSINESS TAX PREP CHECKLIST
3. YOUR TAX PREPARER WILL EMAIL YOUR SECURE PORTAL LINK
4. UPLOAD ALL DOCUMENTS
5. WHEN YOUR RETURN IS FINISHED, YOUR DOCUMENTS WILL BE SENT TO YOU FOR ELECTRONIC SIGNATURES AND PAYMENT.

Name: *

Birthdate: *

Social Security Number: *

Are you married? *

Yes
No

Mailing Address: *

Address Line 1

Address Line 2

City

State

Zip Code

Email *

Phone Number: *

Cell Phone Number:

Drivers License #: *

Issue Date: *

Expiration Date: *

Do you have Dependents? *

Yes
No

Refund Information

How do you want your refund? *

Check mailed to you
Direct Deposit to your bank account

Tax Preparer

Who is your Tax Preparer? *

We sincerely appreciate your business and cooperation during this tax season.

*Please note, we do not share your information. All information is used only by Vincent Group Inc.