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Low Income Taxpayer Clinic Client Application Form
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* Indicates required question
Email
*
Your email
First Name:
*
Your answer
Last Name:
*
Your answer
Date of Birth:
*
MM
/
DD
/
YYYY
Address (City, State Zip Code):
*
No P.O. Boxes
Your answer
Preferred Telephone Number:
*
Your answer
Alternate Telephone Number:
Your answer
Best time to call:
*
Your answer
Tax years in question (select all that apply):
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2019/prior
2020
2021
2022
2023
2024
Required
Amount due to the IRS:
*
Your answer
Briefly describe your tax issue:
*
Your answer
Have you received a letter from the IRS?
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Yes
No
If yes, please list the notice number and date received
Your answer
How many people are in your household (related by blood/marriage/adoption)?
*
Your answer
Income
Please tell us how much income you receive from the following sources
Your answer
Wages
Amount of gross (pretax) W-2 income/month
*
Your answer
Unemployment
Amount of gross (pretax) unemployment income/month
*
Your answer
Social Security/SSI
Amount of gross (pretax) Social Security income/month
*
Your answer
Self-Employment
Amount of gross (pretax) income/month
*
Your answer
Rental Income
Amount of gross (pretax) income/month
*
Your answer
Gambling Winnings
Amount of (pretax) income/month
*
Your answer
Interest and/or Dividends
Amount of gross (pretax) income/month
*
Your answer
Child Support and/or Alimony
Amount of gross (pretax) income/month
*
Your answer
Pension
Amount of gross (pretax) income/month
*
Your answer
Do you own any real estate?
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Yes
No
If yes, what type and where?
Your answer
Do you own a small business?
*
Yes
No
Does anyone else living in your home receive income?
*
Yes
No
If yes, how much income do they receive and from where? (list person, source of income and gross (pretax) amount)
Your answer
How did you hear about us?
*
Accounting Aid Society's call center
Accounting Aid Society's website
Family/friends
Facebook
Print media
Taxpayer Advocacy Service
VITA
Other
I hereby affirm that the financial information I have provided to Accounting Aid Society's Low Income Taxpayer Clinic is accurate.
*
Please type your complete name below:
Your answer
Date:
*
MM
/
DD
/
YYYY
Submit
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