R & S Financial Services

Client Information Form

Your Name:

Address:

Date of Birth:

Email:

Home Phone:

Cell Phone:

Dependents #1 Name, Date of Birth & Relationship

Dependents #2 Name, Date of Birth & Relationship

Dependents #3 Name, Date of Birth & Relationship

Dependents #4 Name, Date of Birth & Relationship

Dependents #5 Name, Date of Birth & Relationship

Dependents #6 Name, Date of Birth & Relationship

Dependents #7 Name, Date of Birth & Relationship

Dependents #8 Name, Date of Birth & Relationship

Dependents #9 Name, Date of Birth & Relationship

Dependents #10 Name, Date of Birth & Relationship

Additional Information

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WHAT TO BRING TO TAX OFFICE

1. Photo ID

2. Social Security Card for you , spouse and dependents

3. Birth dates for you, spouse and dependents

4. Wage and earnings statement from all employers
( Forms W-2, W-2G, 1099-R )

5.Interest and dividend statement
( Form 1099 )

6. Bank Routing and Account Number for Direct Deposit
( Voided Check or Bank Statement )

7. Total amount paid for Day Care
(Day Care Tax ID)

8. If your a Student, need form 1098- T from College

9. Prior Year Return

10. If Married filling joint returns, spouse must be present