New Client Information | Myers Income Tax Service LLC

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Existing Client

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We will continue to work on a drop-off only basis for the 2022 filing season.

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Income Tax Preparation
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Request Add'l Information
Existing Client
About
Contact/Upload File

We will continue to work on a drop-off only basis for the 2024 filing season.

Please fill out the New Client Information below. If you prefer to print out the form and bring it with you to your appointment, you can download the form and print it using the button below.

Download New Client Information Form

Submit Your New Client Form

Name:

DOB:

Phone #:

Driver's License #:

Issue Date:

Expiration Date:

Email:

Occupation:

Filing Status:

Single

Married Joint

Married Separate

Head of Household

Spouse:

DOB:

Phone #:

Driver License #:

Issue Date:

Expiration Date:

Occupation:

Street Address:

City:

State:

Zip:

Municipality:

School District:

Dependents:

Dependents:

Name:

DOB:

Name:

DOB:

Name:

DOB:

*Did you purchase health insurance through the healthcare marketplace (Pennie)?

Yes

No

Free Text

If so, you will receive a form 1095-A, which will be required to complete your return.

*At any time in 2024, did you receive or sell any digital assets?

Yes

No

Free Text

*Do you have deductible work expenses?

Union Dues:

Tools/Supplies:

Educator:

*Do yo have investment income?

Yes

No

If yes, please provide end of year tax statements.

Thank you for contacting us.
We will get back to you as soon as possible.

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HOURS

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HOURS

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HOURS

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CONTACT US

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Mobile: (717) 870-2606 (Eric)

Mobile: (717) 880-0796 (Carl)

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