Online Client Worksheet

Please enter all the information that you have available.  If you have any additional information not covered on this worksheet please enter in the Additional Tax Information or Suggestion Box.
Taxpayer:		Spouse:
First Name		First Name
Middle Initial		Middle Initial
Last Name		Last Name
Social Security Number		Social Security Number
Date of Birth		Date of Birth
Occupation		Occupation
Work  Number		Work  Number
Home  Number		Home  Number
E-mail Address		E-mail Address
Blind	No     Yes	Blind	No     Yes
Address
City
State
Zip Code
Tax Rebate 2003	No Yes

Please choose 1 of the 5 Filing Status:

 

    1    Single

            2    Married Filing Jointly

    3    Married Filing Separately

                       Check the box if the taxpayer did not live with spouse at any time during the year►

               Check this box if client is eligible to claim spouse's exemption ........................►

                       Check this box if client is a Dual Status Alien..............................................►

            4    Head of Household

                If the qualifying person is a child but not a dependent,

                        Child's Name: Child's Social Security Number:

    5   Qualifying widow (er)

                        Check the appropriate box for the year the spouse died................. 2001 2002

Go to Dependent Information	Go to W-2 Information
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Add any Additional Information or Suggestions

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