Annual Tax Client Review Form

Full Name

First NameLast Name

Email Address

example@example.com

Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

Current Address

Street Address

Street Address Line 2

CityState / ProvincePostal / Zip CodeCountry

What is your current employment or business status?

Filing Status for This Year

Have there been any changes in your dependents this year?

Other

Please indicate any major life changes this year (select all that apply):

Have you received any new sources of income this year?

Are there any new deductions or credits you would like us to consider?

Please share any tax planning concerns, goals, or questions you have for this year.