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660 Patrick Place Brownsburg, IN 46112 317.852.7000 FAX 317.852.7070 1630 West Oak Street Zionsville, IN 46077 317.733.1000 FAX 317.344.0903 EMAIL store×storenfinancial.welcome to Store Financial!
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01
Start by gathering all necessary personal information such as name, address, social security number, and contact information of the client.
02
Prepare the income documentation, including W-2 forms, 1099 forms, and any other relevant documents that show the client's income.
03
Compile all relevant deduction and credit information, such as receipts for charitable contributions, mortgage interest statements, and proof of educational expenses.
04
Complete the client's tax questionnaire, ensuring all questions are answered accurately and honestly.
05
Review and organize all tax-related documents and forms before filing.
06
Double-check for accuracy and completeness of all information provided by the client.
07
Submit the filled-out tax client packet to the designated tax professional or tax preparation service for further processing.

Who needs new tax client packet?

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Any individual or business entity who is seeking professional tax preparation services or assistance in filing their taxes would need a new tax client packet. This includes individuals who have recently become eligible for filing taxes, individuals who have changed their filing status or income sources, and businesses that require tax planning and preparation services.
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The new tax client packet is a set of forms and documents that need to be filled out by individuals or businesses who are new clients of a tax preparation service.
New clients of a tax preparation service are required to file the new tax client packet.
The new tax client packet can be filled out by providing all requested information accurately and completely on the provided forms.
The purpose of the new tax client packet is to gather all necessary information about the client's financial situation and tax-related details for proper tax preparation.
The new tax client packet typically requires information such as personal details, income sources, deductions, credits, and other relevant tax-related information.
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