New Client Information Sheet printable pdf download

New Client Information Sheet

Thank you for choosing Office Service Systems, Inc (OSS) to calculate your Federal Income Tax Return.

To help us serve you better please complete the following information. This information is for our files

only and will not be sold or distributed in any way.

Your Name

_____________________________________

(as shown on Social Security card)

Home Phone___________________________

Cell Phone____________________

Email Address__________________________________________________________

Social Security # _____________________

Date of Birth___________________

Employer ___________________________Employer Phone _____________________

Occupation _____________________________________

____________________________________

Spouse Name

(as shown on Social Security card)

Home Phone___________________________

Cell Phone____________________

Email Address__________________________________________________________

Social Security # _____________________

Date of Birth __________________

Employer __________________________ Employer Phone ___________________

Occupation ______________________________________

Dependents – Full Name

, SS# & DOB

(as shown on Social Security card)

(

if you need additional space, add sheet or list on back.

_____________________________________________________________

Purchasing or Renting your Residence? _______________________

Home Address

______________________________City ___________State _________Zip__________

Mailing Address

(if different than above)

______________________________City ___________State _________Zip__________

Fax # _____________________

Alternative Phone__________________________

Email Address__________________________________________________________

How did you hear about us?

Better Business Bureau ________Phone Book _________ Internet ________

Other________ Walk-in __________Family/Friend _______

(Fill in next line)

Name of person you were referred by: _______________________________

New Client Information Sheet