GENERAL INSTRUCTIONS
Please make sure you have made copies of information you are giving to us.  
Please  include original  W' 2's , 1099 etc.

THE BASIC INFORMATION SHEET IS VERY IMPORTANT PLEASE SIGN FORM, AND
FURNISH ACCURATE INFORMATION.

Primary is the person who is head of the return.

- if married please list the husband name first
- if married filing separate, the absent spouse information must be
provided under spouse.
Please include current address, current phone# this is very important
Include email address.

****Please only check one filing status.****

Dependent: son,daughter,niece,nephew,stepbrother,stepsister
parent, grandparent, foster-child, aunt ,uncle etc.
PLEASE INDICATE IF DEPENDANT LIVED WITH YOU AND FOR HOW MANY MONTHS

- please list child full name,as it appears on social security card
- social security #
- birthday

Sign form, if you authorize someone to get information from us on your behalf you must
include their name on the form and sign.

PLEASE GIVE US A CALL TO VERIFY THAT WE HAVE RECEIVED YOUR INFORMATION.