New Client Information
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Social Security Number
*
First Name
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Middle Initial
Last Name
*
Primary Email
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Primary Phone
*
Date of Birth
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Address (include City, State, Zip Code)
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Occupation
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Retired
Yes
No
Retirement Date
Prior Year Filing Status
Spouse's Full Name
Spouse's Date of Birth
Spouse's Occupation
Spouse's Social Security Number
Dependents (Full Names, Social, Dates of Birth, Relationship)
Are you a student?
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Yes
No
If you were to receive a refund, how would you like to receive the funds?
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Direct Deposit (you will be asked for Routing Number and Account Number)
Paper Check
Direct Deposit Information Bank Name, Routing Number, Account Number
How will you be paying your Preparation Fee?
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Cash
Card
Directly taken from your refund (additional fees will apply)
Are you a Small Business Owner?
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Yes
No
Business Name
Business EIN
Type of Business (Partnership, S-Corp, C-Corp, LLC)
If yes, would you be interested in learning more about our Bookkeeping services?
Yes
No
How did you learn about Practical Financials?
*
Facebook
Web Search
Family/ Friend
Other
If you selected family/friend, please list their name so we can send them a thank you.
What is the best way to contact you?
Phone Call
Email
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