Full Name
*
First Name
Last Name
Spouse's Full Name
(If Married Filing Joint)
First Name
Last Name
Enter your Identity Protection Pin here? (if applicable)
Enter spouse's Identity Protection Pin here? (if applicable)
Have we prepared for you in the past?
*
Returning Client
First Time Client
If you're a First Time client, provide a copy of last years income tax:
FileField;MaxSize=5120;Multiple;addText=Add_your_Files;
First time clients, I will need your Driver's License and your Social Security Card.
FileField;MaxSize=8000;Multiple;addText=Add_photo_of_drivers _license_and_SSN;
Email
*
Phone
*
(###)
###
####
What is your filing status?
Single
Married Filing Separately
Head of Household
Married Filing Jointly/Surviving Spouses
Next, I will need information of any Dependents you are claiming. List Dependents name, relation to you, and SSN below and/or upload Social Security Cards: (if providing SSN# only, IRS will not accept if the number is incorrect)
Can you provide me their social security cards?
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What is the date of birth for your dependents? (If incorrect, IRS will not accept)
Name and Birth Date
Provide Birth Certificate (If applicable)
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(If applicable) Do you have record of any child care (daycare) expense that were made during the year?
*
Yes
No
Upload Child Care Record
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Did you have health insurance during the year of 2023?
FileField;MaxSize=5120;Multiple;addText=Add_your_Files;
Can you now provide me with your proof of income? (W-2, 1099, etc)
*
FileField;MaxSize=5120;Multiple;addText=Add_Proof_Income_Files;
Documentation for Deductions (Student forms, mortgage interest, medical expenses, etc.)
FileField;MaxSize=5120;Multiple;addText=Add_your_Files;
Business Income / Expenses Documents
FileField;MaxSize=5120;Multiple;addText=Add_your_Files;
How would you like to receive your refund? (If applicable)
If by check, WOW Accounting will print after the IRS processes your return.
Direct Deposit
Check
Name of bank
How would you like to make your tax preparation payment?
Refund Transfer Option (Fee is paid from your refund amount)
Cash
Card
Would you like an electronic copy or hardcopy?
Electric Copy ( Copy will be emailed to you)
Hardcopy (Copy will be mailed to you)
What is the best form of Contact?
Phone
Text
Email
Any Tax Questions Pertaining to Your Individual Tax Situation
Additional Information
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We have received your information and will contact you within 24 hours.