Dependent Form

If you are not able to fill out this form in one sitting, just scroll to the bottom and click the link to "Save and Continue Later." You will be emailed a link to pick up where you left off.

** Only fill out if dependent is employed, claimed by you, and we are processing their tax return.
Dependent's Name*
Phone*
Email*
Enter Email Confirm Email
Occupation*
DOB*
Address*
Street Address Address Line 2 City State ZIP Code
Parent Name(s)*
If you are a new client, we need: - A copy of your prior year tax return - A copy of your driver's license if you have one - A copy of your social security card (for security purposes, please bring these to our office or send in the mail).
Would you prefer Direct Deposit of your refund?*
Did you have health insurance through your parents?*
Did you attend college?*
Consent*
I agree to the privacy policy. NOTE: We will need a copy of your prior year tax return (if applicable), copy of driver's license, copy of social security card, and a voided check if requesting direct deposit (not a deposit slip).
Signature*
Today's Date*
Do you have any questions for us at this time?
Name
This field is for validation purposes and should be left unchanged.

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YOU CAN TRUST US

WHAT OTHERS ARE SAYING

CERTIFIED QUICKBOOKS PRO-ADVISOR

CHECKS & SUPPLIES