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Taxpayer Name
SSN#
DOB
Spouse Name
SSN#
DOB
Physical Address
Street Address
City
State / Province / Region
ZIP / Postal Code
Mailing Address (if different)
Street Address
City
State / Province / Region
ZIP / Postal Code
Taxpayer Phone
Taxpayer Email
Spouse Phone
Spouse Email
Preferred Contact Person
Preferred Method of Contact
Best Time to Reach
Dependent Information
Name
SSN#
DOB
Relationship
Name
SSN#
DOB
Relationship
Name
SSN#
DOB
Relationship
Please Indicate if Applicable
Wages (W-2 Income)
Investment Income
Social Security Income
Pension/IRA Income
Business Income
Rental Income
Farm Income
S-Corporation Income
Partnership Income
Trust/Estate Income
Miscellaneous Income
Sale of Capital Assets
Sale of Your Home
Household Employee
Itemized Deductions
Child Care Expenses
Higher Education Expenses
IRA Contributions
HSA Contributions
Loss Carryover
Gifts
Do you typically make estimated tax payments?
Yes
No
Do you typically receive a tax refund?
Yes
No
Do you prefer to receive your refund via check or direct deposit?
Check
Direct deposit
Do you have income outside of Washington?
Yes
No
If so, please indicate which states
Do any of your dependents work?
Yes
No
If so, what are their approximate annual earnings?
Do/did you have a foreign bank account or engage in any foreign activities?
Yes
No
Did you sell, acquire, or exchange Bitcoin or other virtual currencies?
Yes
No
Client Information Needed (if applicable):
Prior Year Tax Return(s)
Prior Year Tax Return(s)
Bank Routing Number (for Direct Deposit):
Depreciation Schedule(s)
Depreciation Schedule(s)
Bank Routing Number (for Direct Deposit):
Notes
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