WATS - Returning Client Taxes

For Individual Tax Returns:

IMPORTANT: UPON COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM YOU MUST CLICK THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFO TO OUR OFFICE. CLOSING YOUR BROWSER BEFORE CLICKING THE "SUBMIT" BUTTON WILL DELETE ALL INFO WITHOUT SENDING TO US. IT SHOULD BE NOTED THAT UPON CLICKING THE SUBMIT BUTTON YOU WILL GET A CONFIRMATION EMAIL THAT WE RECEIVED YOUR INFO.

Please also note that to comply with federal and state identity theft protection efforts our firm will ask for a valid state issued photo identification card during your engagement.

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This questionnaire has been divided into sections and may take you less than 30 minutes to complete. Organize all your tax documents and save yourself time when completing this form.

First Name *

Last Name *

Address *

City *

Postal code

State *

County *

Phone *

Occupation *

Email *

Is the taxpayer, spouse or depended(s) can be claimed on any other tax return? *

Yes

IP PIN

Date of birth *

Date of death

As of December 31, were you a US citizen or resident alien? *

Yes

Social Security Number *

Social Security Card *

Upload your Social Security Card

Driver's license or State ID *

Upload your Driver's License (front and back, not expired)

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What was your marital status on Dec. 31? *

Single

Married

Separated

Divorced

List any majors changes that happened (ex. Marriage/Divorce, Moving, Death, Birth of children etc.) *

Confirm how you would like to upload your documents: *

Here on the form

Share a drive link

Other (in person, need to set appointment)

IF SHARING A DRIVE LINK: SEND TO [email protected]. Confirm the type of drive being shared below. *

Upload ALL DOCS! (Include W2, 1099, Dependent info, etc.)

Bank Name *

Account Number *

Routing Number *

Please add proof of Direct Deposit Information. Example: Screenshot of bank information, PDF of Statement, Voided Check, or Deposit Form

How would you like to pay your tax prep fees? *

Upfront

Payment Plan ($100 upfront, rest due upon filing)

With refund if applicable (Additional Fees added)

Engagement Letter

Please sign indicating agreement with the above engagement letter

Engagement Letter Signature *

Clear

CONSENT TO USE OF TAX RETURN INFORMATION

Consent Signature *

Clear

CONSENT FOR PAYMENT FORM

Please sign indicating:

Information provided is true to the best of my knowledge. I give permission to use information to process my tax return. I understand if, my refund is offset, I am still responsible for payment for services that have been provided and will pay the amount owed immediately.

Signature *

Clear

Thank you for your continuing support of WATS!!! We kindly ask that you provide at least one referral to help us continue providing the best possible service. We also offer $50 for every friend or family member you refer to us, plus a $500 bonus after 10 clients.

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