ABOVE AND BEYOND CLIENT INFORMATION SHEET




Date :
Referred By :
Email :
Name :
SSN :

Address :
City :
State :
Zip Code:

Date of Birth :
Occupation :

Cellphone#:
Home#:
Work#:
Marital Status
Name :
SSN :

Address :
City :
State :
Zip Code:

Date of Birth :
Occupation :

Cellphone#:
Home#:
Work#:
Dependent Name Date of Birth Social Security Number Relationship to you
Bank Information for Direct Deposit

Bank Name :
Bank routing#:
Bank Account#:

Verify :
Bank routing#:
Bank Accounting#:

CREDIT CARD INFORMATION FOR PAYMENT

Credit Card #:
Expiration Date:
CVV#:

I acknowledge all of the information provided to prepare my tax return to be true and accurate to the best of my knowledge. I also acknowledge the information I have provided is obtain in my records by all Important Tax Documents, Bank Statements, Receipts, Accounting Records, and/or Invoices. In the event that I am audited, I acknowledge that I am completely responsible for providing proof of all deductions to the IRS. My preparer has only interpreted my tax information on my behalf and is not be responsible from any information I have provided without proof of record and/or false. I agree I have been informed by my tax preparer of the chance of audit and I am solely responsible. Based on the information provide on my tax return and a consultation of possible audit, I declare all information I have reported is true.

Print Name :
Print Spouse Name:

Signature :
Signature :