Tax Client Information Sheet

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At Progresa, we are committed to making your tax appointment as efficient as possible. Please help us by completing this form.

Taxpayer Full Name: *

Social Security Number/ITIN :

Where are you located now? *

Greensboro Office

Winston-Salem Office

Charlotte Office

Remote (Video/Phone)

Select all forms that you received this year: *

Salary/Wages W2

Independent Contractor 1099 NEC

Social Security Benefit SSA 1099

Dividends 1099 DIV or Investments 1099 B

Pensions/Retirement 1099 R

Unemployment 1099 G

College Tuition 1098 T

Mortage 1098

Health Market Place (AKA Obamacare) 1095 A

Business Income (LLC o S Corp) K-1

Interest 1099 INT

Gambling W-2G

Other Forms

Required

Select all that apply to you: *

I used daycare or nanny services for my dependents.

I made donations.

I bought a vehicle for business purposes

I had money deposited in cripto currency and/or in a financial institution outside of the USA

I made contributions to a traditional IRA.

I bought or sold any real estate property.

I had high medical payments

I paid (or got paid) child support or alimony.

I owned rental property.

None apply to me.

Required

Is this your first time doing taxes with us? *

Yes

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