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!

How did you hear about us or who referred you?

Who is your Tax Preparer? (After How did you hear about us or who referred you?)

What is your choice of filing?

First Name *

Middle Name

Last Name *

Date of birth *

Occupation *

TAX ID/SSN# *

Address *

Street Address line 2

City *

State *

Postal code *

Phone *

Email *

Driver's License #

State Driver's License Was Issued

Date Driver's License Was Issued

Driver's License Expiration Date

Photo of Social Sec. Card & Driver's License

What is your filing status?

Are you filing an eligible spouse on your tax return?

Yes

Spouse Name

Social Security Number

Occupation

Date of Birth

Phone Number

Address Line

City

State

Zip Code

Driver's License #

State Driver's License Was Issued

Date Driver's License Was Issued

Driver's License Expiration Date

Photo of Driver's License

Choose File - Driver's License ID

Dependents

Should only be listed if you take care of the dependent over half of the year

Image of Dependent's S.S.Card

Upload ALL here

1. Dependent Information

Gender Dependent

First Name

Middle Name

Last Name

Suffix

Relationship to dependent?

Date of Birth

Social Security Number Dependent

2. Dependent Information

Gender

First Name

Middle Name

Last Name

Suffix

Relationship to dependent?

Date of Birth

Social Security Number Dependent

3. Dependent Information

Gender

First Name

Middle Name

Last Name

Suffix

Relationship to dependent? 3

Date of Birth

Social Security Number Dependent

4. Dependent Information

Gender

First Name

Middle Name

Last Name

Suffix

Relationship to dependent?

Date Of Birth

Social Security Number Dependent

Do you have Dependent Daycare Expenses?

Yes

No, all dependents are entered

Child and Dependent Daycare Expenses

If the provider is a person, enter the care provider's SSN

Child Name

Amount Paid

Provider Phone Number

Provider

Name

Tax ID# / SSN

Address

City

State

Zip Code

Do you want to enter another child care provider?

Yes

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.

Upload

Choose Files

Enter any additional information or comments that you would like the include for your tax preparer

If you did not file your tax return with us last year, we recommend that you upload a copy of your previous year's tax return

Choose Files

Please select the years you are filing

2023

2022

2021

2020

Do you owe from previous years?

Yes

I have not filed previous years

Do you have a business that you would like to be included on your return?

Yes

Business Owners Data Sheet

Schedule C

Have you completed your BOI(Beneficial Ownership Information) Reporting *

Name of Business

Employer ID Number

What is the legal structure of your business?

Business Address

Amount Paid ($)

Business Income

All income receive during the fiscal year

Total Income

Business Expenses

Complete to the best of your ability. In each field enter the approximate amount you spent in each category.

Advertising

Contract Labor

Insurance

Interest

Legal & Professional Services

Office Expenses

Rent and Lease

Repairs and Maintenance

Supplies

Taxes and Licenses

Travel, Meals, and Entertainment

Utilities

Other Expenses

Is there any other information, questions, or concerns that you want to include to your tax preparer pertaining to your business?

Attach any photos or documents that you want us to have on file.

Choose Files

I Understand that I will be automatically enrolled in auto collect to collect Tax Prep fees if I do not receive my Refund for any reason. *

I agree to terms & conditions

PROMO CODE

Our Referral Program is $25 per person who funds and for every 10 you get $500. Please list at least 3 people you know below.

E-Signature Below *

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