2023 TAX PREPARATION DETAIL

We will need all this information to prepare your taxes.
 
If possible fill this out and bring with you or email it to us at Bill@ReynoldsCares.com

If Prior Customer and you have prefilled form - Update Client Profile on reverse and skip to lower half of this form (Part B)

New Customers- Pick up Last year’s return and State refund information $$ __________.  
Referred by?____________

                                          First name and Initial   Last Name  Date of Birth SS#

Full Name of Taxpayer: _____________ _____________     __/ __/___      ____-____-____

Spouse Name:                   ____________ _____________     __/___/___     ____-____-_____

Mailing Address (where you want the check sent)            Phones: (where we can reach you now) define pls:

POB or Street: ____________________ Cell: ______________Text Y/N_   Home: _______

       City/Zip:___________________        Email:_______________________________

Marital Status: _________________, legally? ___ #of mths lived with spouse in ‘2023?_____

Occupation: ___________________, Spouse Occupation: _______________________

Dependents:           Please photo SS Cards and list birth dates and months lived at home

Name(first,initial, and last name)  DOB  Social Security #  Relationship  #mths in home in 2023  W2 Income      F/T College?

­­­­­­­­­­­­­­­­­­­­­­­­­­­_________________________    __/__/__    ____-___-_____  _________  _____  $_______  _______

_________________________    __/__/__     ____-___-_____  _________  _____ $_______   _______ 
    
_________________________   __/__/__      ____-___-_____  _________  _____ $_______ _______ 

_________________________   __/__/__      ____-___-_____  _________  _____ $_______ _______ 

_________________________   __/__/__       ____-___-_____  _________  _____ $_______ _______ 

       Any Child over 18 needs to be a full-time student for EIC benefits                                                                                                                                         

Part B: Fill out for ALL Customers.

Pick up W2 Forms etc: (confirm “Is this the only place you worked last year?”)  # places worked:____

Number of W2s attached: ______, 1099s_______, 1095A/B/C______, Other_____________

Health Ins?_____, Marketplace?______  From Job? ____                     

Any Cryptocurrency Income:_____       

Any Interest received from Bank Accts? Y/N__   $_______

    Any W2s from other States??_____ IF SO-DATE moved into NY?_____________

ASK: Did you/spouse receive ANY other income? 

    Lottery______; Unemployment: _______, SSI: ______, Pension: _____, Rental Etc:____.

      Any working or income from dependents? _____, $$_______, W2s?_____. 

      Do you support or help out your parents? ________

If a long form last year, did you itemize?___ If so LIST

Do you Own or Rent? ____ How much is your mthly rent? ____

Are you a Fire Dept or Ambulance Volunteer? _________

Name of Department and address: ___________________

ASK: Give any $$ to charities or churches? ______< how much________

Bags of clothes to charities in 2023?________-

Ask: $$ paid to daycare or Babysitters$__________

How many kids were watched: ____ Names: ______________________________

Name of sitter               Full address                    SS# or TIN number

Name /Address of College: ___________________________EIN#_____________________

$$ Tuition Paid OR LOAN Incurred & Name of Child: ______________________________

E-File last year? _______, Did you pick up check in tax preparer’s office? __________

Please forward legal ID copy:

DMV Lic:_______________________, US Passport/Resident Alien ID:________

ID Issue Date: _______/Expiration Date: _______ State Issued: ________________