Get Client Profile.pdf - Colbert / Ball Tax Service

Filling out the Client Profile.pdf for Colbert / Ball Tax Service is an essential step for efficient tax preparation. This guide provides a step-by-step approach to help you complete the form accurately and efficiently online.

Follow the steps to complete your client profile easily.

1. Press the ‘Get Form’ button to access the Client Profile.pdf document and open it in your preferred online editor.
2. Begin by indicating if you are a previous customer by selecting 'Yes' or 'No.' This helps the tax service understand your history with them.
3. In the 'Taxpayer' section, enter your full name and spouse's name if applicable. Ensure accuracy for identification purposes.
4. Provide your social security number (SSN) and your spouse's SSN if married. This information is vital for tax processing.
5. Fill in your current address, including home phone, city, state, and zip code. Ensure that the contact information is up-to-date.
6. Complete the email address and work phone fields for both yourself and your spouse to facilitate communication.
7. Enter your birthdate and your spouse's birthdate for identity verification.
8. Indicate if you and your spouse are legally married, and choose your filing status from the options provided, such as 'Head of Household' or 'Married Filing Joint.'
9. List your dependents by providing their names, dates of birth, social security numbers, relationships, and the number of months they have lived in your home.
10. Read the declaration statement carefully, acknowledging that the information provided is true and complete. Sign and date the form as the taxpayer, and if applicable, have your spouse do the same.
11. Lastly, review the tax declaration questions, ensuring all are answered truthfully. Sign and date the section indicating your understanding of the information and the truthfulness of your responses.

Complete your Client Profile.pdf online today and ensure a smooth tax filing process.