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NEW MYERS TAX SERVICE LLC TAX QUESTIONNAIRE FOR NEW CLIENTS Phone Drop-In Client Name: ** Copy of Last Year's Return PERSONAL INFORMATION 1. Name SS# Spouse Appointment Yes No SS# Job Title DOB Address:
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How to fill out new myers tax service
How to fill out new Myers Tax Service:
01
Gather all necessary documents such as W-2 forms, 1099 forms, receipts, and any other relevant financial information.
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Fill out personal information accurately, including your full name, address, Social Security number, and any other required details.
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Provide information about your income, including wages, tips, interest, dividends, and any other sources of earnings.
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Claim any applicable deductions or credits, such as student loan interest, mortgage interest, or child tax credits. Ensure you have proper documentation to support these deductions.
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Report any self-employment income or expenses if applicable, including information about your business.
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Double-check all entered information for accuracy and make sure all necessary sections have been completed.
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Sign and date the tax form, either electronically or by hand if submitting a paper return.
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Keep a copy of your tax return for your records.
Who needs new Myers Tax Service:
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Individuals who are not familiar with the tax filing process and need guidance in completing their tax returns.
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Anyone who prefers to have their taxes prepared by a professional, saving time and potential stress associated with tax filing.
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