Get Vinny Lewis Business Solutions

Filling out the Vinny Lewis Business Solutions form online is a straightforward process designed to assist you in preparing your tax returns efficiently. This guide provides step-by-step instructions to ensure you complete each section accurately and effectively.

Follow the steps to complete the form with ease.

1. Press the ‘Get Form’ button to access the form and open it in your preferred editor.
2. Fill in the date and time of your appointment in the designated fields.
3. Indicate if you are a new client by selecting 'Y' for yes or 'N' for no.
4. Enter the taxpayer’s name and Social Security number accurately, then provide your complete address, including city, state, and zip code.
5. Specify your job title and provide your home phone number along with fax, work, and cell numbers.
6. Select your filing status among the options provided (Single, Married Filing Jointly, Married Filing Separately, or Head of Household).
7. Enter the date of birth for the taxpayer and spouse, if applicable.
8. Indicate if dependent information will be attached by supplying the number of dependents and completing their details, including name, relationship, date of birth, and Social Security number.
9. Provide information about any foreign assets or income by marking 'Y' or 'N' as appropriate.
10. Choose your refund or payment options by selecting either 'Check in the Mail' or 'Direct Deposit/Draft,' and fill in the bank details if applicable.
11. Submit the necessary proofs, including proof of medical insurance and residency for all household members.
12. Review all entered information for accuracy before saving your changes, downloading, printing, or sharing the form.

Complete your Vinny Lewis Business Solutions document online today for a smooth tax preparation experience.