Client Data Sheet

Fill out the form below to submit your 2023 tax information to Eagle Financial Group. If you have any questions prior to completing this form, do not hesitate to contact me by email [email protected] or by phone at +17197550043. Thank you and have a great day!

Choose One
(Checks can be picked up in office or sent via mail)
Should only be listed if you take care of the dependent over half of the year
1. Dependent Information
2. Dependent Information
3. Dependent Information
4. Dependent Information
Child and Dependent Daycare Expenses
If the provider is a person, enter the care provider's SSN
Upload photos of your W-2,1099,and ALL documents
Attach an image of all documents that can be used to assist your tax preparer with the preparation of your tax return.
Business Owners Data Sheet
Schedule C
Business Income
All income receive during the fiscal year
Business Expenses
Complete to the best of your ability. In each field enter the approximate amount you spent in each category.