New Client Interview
To help us prepare a complete and accurate return for you, please provide the following information. It will be automatically sent to us SECURELY when you click the submit button. If you have any questions, please free to call my office at 231-627-3119

We will not ask for your Social Security Number(s) on this form. We will need to see your Social Security Card(s) and Photo ID, or valid U.S. Passport or Passport Card in order to prepare your return.
Email address *
What is your Full Name (First, Middle Initial, and Last Name? If you are married, this name would be the first name listed at the top of your prior returns. *
What is your telephone number? (The best number at which to reach you)
What is your date of birth? *
What is your JOB TITLE (or retired, unemployed or not working)? *
Are you a U.S. citizen? *
Last year, were you totally and permanently disabled? *
Last year, were you a full-time student? *
Were you legally blind last year? *
Have you or an of your dependents (if any) ever been a victim of tax-related identity theft or been issued a Identity Protection PIN? *
As of December 31 of the year for which we are preparing a return, what was your marital status? *
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