2020 Client Information
Client Information Sheet
Email address *
Name (exactly as appears on Social Security Card): *
Taxpayer's Social Security Number: *
Can anyone else claim you as a dependent on their return? *
Spouse's Name (As appears on Social Security Card):
Spouse's Social Security Number:
Can anyone else claim your spouse as a dependent on their return?
Clear selection
Current Address (Address, City, State, Zip Code): *
Phone Number: By providing your phone number you are giving permission to receive information from DMS Financial *
Email address: By providing your email you are giving permission to receive information from DMS Financial *
Taxpayer's Birth Date: *
MM
/
DD
/
YYYY
Spouse's Birth Date:
MM
/
DD
/
YYYY
Taxpayer's Occupation: *
Spouse's Occupation:
Filing Status *
Did you receive the stimulus payment in 2020? *
If yes, how much did you receive?
Did you receive the stimulus payment in2021? *
If yes, how much did you receive?
Bank Information
Bank Name
Account Type
Routing Number
Account Number
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