Initial Information

Requested Preparer

Requested Appointment

Primary Info

Spouse & Family

Spouse Info

New Children Info

Child 1

Child 2

Medical, Dental, & Taxes

Medical & Dental

Taxes

Interest on Loans, Contributions, & Miscellanous

Interest on Loans

Contributions

Miscellaneous

Bank Interest, Mutual Fund Income, Deductions, & Estimated Tax Payments

Interest Earned

First Bank

Second Bank

Other Types of Income

Dividends & Capital Gains Earned

Special Deductions

Estimated Tax Payments

Notes & Files