Leading Financials Taxpayer Questionnaire

Primary Email*

First Name*

Last Name*

Primary Phone*

Date Of Birth*

Full SSN*

Address Line 1*

Street number and name

Apt, Lot, or Unit number

City*

State / Province*

ZIP / Postal Code*

List up to 3 dependents?*

1st Name and Last Name

DOB and Age

What is relationship to this person?

1st and Last Name

Date Of Birth

How are you realtionship with the child?

What is relationship to this person?

1st Name And Last Name

Date Of Birth

How is this person related to you?

What is relationship to this person?

Filing Status*

Selecting the filing status that best fits your situation is essential for minimizing your tax liability. If you qualify for multiple statuses, we will opt for the one that offers the greatest tax advantage. Our team will review your selection and make any necessary adjustments to ensure your return is optimized.

Spouse 1st and last name

Spouse Date Of Birth

SSN _ _ _-_ _ - _ _ _ _

Spouse Full SSN

Spouse Cell Phone Number

Date Submitted

Leading Financials Client Intake Form