Client Information | Abe's Accounting

Client Information & Consent Form

Please complete the following questions to provide the essential information needed to prepare your taxes thoroughly and professionally.

Before submitting your tax return, I will reach out to confirm that all the information provided is accurate and complete. Additionally, I will provide a detailed breakdown of the cost for your tax preparation based on the complexity of your return

Payment will be required before your return is officially submitted!

First Name

Last Name

Middle Initial

Occupation

Date of Birth

Month

Day

Year

Social Security Number or ITIN

Mailing Address

Filing Status

Spouse's Information

Do you have any dependents?

Phone Number

File upload

Take clear pictures of your documents

You can also upload files as a PDF

Any issues with the upload, contact Abe via email or call/text

Signature

Signature field is empty.

I hereby authorize Abe's Accounting to review my tax and financial documents. This information will be used solely for the purpose of preparing and filing my federal and state tax returns.

I acknowledge that all information I have provided is accurate to the best of my knowledge. Furthermore, I authorize Abe's Accounting to contact me regarding any additional information or clarification needed to complete my tax preparation.

By signing, I confirm my understanding and acceptance of these terms.

Client Information & Consent Form

Abe's Accounting

by Rhythm & Revenue LLC