Client Profile Sheet

Client/Taxpayer Information

Taxpayer Full Name*

Taxpayer Home Phone

Taxpayer Cell Phone

Taxpayer Business Phone

Taxpayer Email Address

Spouse Information

Spouse Full Name

Spouse Home Phone

Spouse Cell Phone

Spouse Business Phone

Spouse Email Address

General Information

Please select which phone number you would like to list as the primary contact*

Please select which email address you would like to list as the primary contact*

Would you like to have access to the Client Portal?

Yes
No

Email Address for Client Portal

Please enter the email address you would like to use for the Client Portal - we will use this to create your username and password.

Would you be interested in utilizing E-Signature?

Please answer whether or not you would be interested in the E-Signature process for signing forms 8879 for e-filing authorization. **If yes, and you are married filing jointly, we must have a separate email for spouse.**

Yes
No

Comments and Notes

Client/Taxpayer Information

Spouse Information

General Information

Tell us the basics