Skip to content
Fee Schedule
Client Information Form
How To Upload and Download Documents
Client Portal
Smith Financial Service
Efficient and Affordable
Home
Our Services
Tax Preparation Services
Bookkeeping Solutions
Medicare Solutions
Contact Us
Search:
Home
Our Services
Tax Preparation Services
Bookkeeping Solutions
Medicare Solutions
Contact Us
Client Information Form
You are here:
Home
Client Information Form
Please enable JavaScript in your browser to complete this form.
–
Step
1
of 4
Today's Date
*
New or Existing Client
*
New Client
Existing Client
Tax Payer Name
*
First
Last
Address
*
Address Line 1
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Mobile Phone
Home Phone
Primary Email
Spouse Email
Next
I file
*
Single
Married, Filing Separately
Head of Household
Married, Filing Jointly
I don’t know how I file
Date of Birth
*
If you are a new client and expect a refund or your banking information is different than we have on file, please enter your routing and account information.
Routing Number
Account Number
Next
These question are in reference to what you may have received in 2023
At any time during 2023, did you: (a) receive (as a reward, award or payment for property or services); or (b) sell, exchange, gift or otherwise dispose of a digital asset (or a financial interest in a digital asset)?"
*
Yes
No
For more information about this question, visit the site from IRS.gov – https://www.irs.gov/pub/irs-drop/n-14-21.pdf
Next
Information about your spouse and/or dependents (if none, go to the bottom and click submit)
Spouse
Name
First
Last
Date of Birth
Dependent #1
Name
First
Last
Date of Birth
Dependent #2
Name
First
Last
Date of Birth
Dependent #3
Name
First
Last
Date of Birth
Dependent #4
Name
First
Last
Date of Birth
Consent to Notify
*
By checking this box you agree to receive notification messages from us regarding your appointment.
I do not agree to receive notification messages from us regarding your appointment.
Submit
Go to Top
