Basic Taxpayer(s) Information - Client Onboarding | Tax, Accounting & Business Services

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Basic Taxpayer(s) Information

Thank you for choosing Tax Service Masters, the information required by our office is required by the IRS to represent you, as proof of representation. Your information is not shared or sold to third parties outside Tax Service Masters, our owners or licensed agents. Information entered here is solely used for the tax services executed by our office. This form will assist our office in servicing you, such as tax preparation, invoicing, tax resolution, and basic communication. If you have any questions please call or text us at 727-610-1024.

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Client - Full Name

First

Middle

Last

Client - Date of Birth

Client - Social Security #

NUMBERS ONLY. Check for accuracy, an inaccurate social security number will be rejected by IRS and cause a case delay.

Client - Address

Address Line 1

Address Line 2

City

State

Zip Code

Client - Phone Number

Best contact number, preferably mobile phone. Correspondence to include case discovery, updates and resolution options.

Client - Email

Correspondence to include adobe signatures, case discovery, updates and resolution options.