Get Kembel Tax Service New Client Data Sheet 2017-2025

Completing the Kembel Tax Service New Client Data Sheet online is a key step in engaging this trusted tax service. This guide will walk you through each section of the form, ensuring you provide the necessary information efficiently and accurately.

Follow the steps to fill out the Kembel Tax Service New Client Data Sheet online.

1. To begin, click the ‘Get Form’ button to access the Kembel Tax Service New Client Data Sheet. This will open the form for you to input your information.
2. Start by entering your name and contact information in the Taxpayer's Info section. Ensure you provide your full legal name as it appears on your Social Security card, along with your Social Security number, birthdate, occupation, and phone numbers.
3. Next, fill out the Spouse's Info section with the same level of detail as the taxpayer's information, if applicable.
4. In the Dependents Information section, enter each dependent's name, Social Security number, relationship to you, and date of birth.
5. Answer the questions regarding the First Time Homebuyer Credit and refinancing your primary home during 2017. Select YES or NO as applicable.
6. If you received healthcare through the ACA/Marketplace/Obamacare during 2017, indicate this and ensure to note that you will need to provide a 1095A form.
7. If applicable, disclose any foreign bank or investment account details as required.
8. If you wish to receive your refund via direct deposit, provide the necessary bank account information, including account name, routing number, and account number.
9. Review the accompanying Income/Deduction checklist to confirm you have included all relevant financial information.
10. Finally, read the engagement letter, then sign and date the form as the taxpayer and spouse (if applicable). Save your changes, and you can also download, print, or share the completed form.

Start filling out your Kembel Tax Service New Client Data Sheet online today!