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CLIENT INTERVIEW SHEET FOR SWIFTTAXES.COM

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CLIENT INTERVIEW SHEET FOR SWIFTTAXES.COM Powered By Docstoc
					SWIFT TAX CLIENT INTERVIEW SHEET (Please complete the required information below)

1. FILING STATUS
         ___ 1 – Single (No Dependents)                               ___ 2 – Married Filing Jointly       ___ 3 – Married Filing Separately

         ___ 4 – Head of Household (With Dependents)                                      ___ 5 – Qualifying Widower w/Dependents

2. NAME & ADDRESS
    Taxpayer SSN: _________________________                                                    Home Phone: _________________________
      Taxpayer Name: _______________________                                                   Cell Phone:___________________________
      Taxpayer Date of Birth: _____/_____/______                                               Email Address: _____________________________________
      Occupation: __________________________                                                   Copy of Return: Paper ___        Email___
      Home Address: ______________________________                                             Mailing Address: ____________________________________
      Zip: __________                                                                          Zip: ____________
      **Married Filing Jointly/Separately ONLY**
      Spouse’s SSN: _________________________                                                  Spouse’s Name: ______________________________
      Spouse’s Date of Birth: _____/_____/______                                               Spouse’s Occupation: __________________________
3. DEPENDENTS
                                                                                                                                                     Student    Disabled?
First Name                                          Last Name                           Social Sec #         Relationship            Date of Birth   over 18?
______________                             ______________                             ___ - ___- _____     _____________        ___ / ___ / ____      ___       ___
______________                             ______________                             ___ - ___- _____     _____________        ___ / ___ / ____      ___       ___
______________                             ______________                             ___ - ___- _____     _____________        ___ / ___ / ____      ___       ___

4. PLEASE ANSWER THE FOLLOWING THAT APPLY:
4a. Enter the amount of your rebate/stimulus payment received in 2007: $____________________ (Form RRC)
4b. Were you a First Time Home Buyer after April 1, 2008 but before July 31, 2009? Yes___ No___ (Form 5405)
5. BANK INFORMATION
5a. Choose Federal Refund Method:___Swift Line of Credit ___ RAL(24-48 hr) ___ERC(8-14 Days) ____Mail (8-14 Days)
5b. Choose Payment Method: ____ Paper Check ____ Direct Deposit (If Direct Deposit Complete information below)
     Bank Name__________________ Routing # ________________________ Acct# _______________________(Please attached voided check)

6. HOW DID YOU HEAR ABOUT US? Please check one of the options below.
               PRIOR YEAR CLIENT                            SIGNS                     FLYERS           BILLBOARDS       TELEVISION          RADIO

               EMPLOYEE REFERRAL – EMPLOYEE’S NAME__________________________________________ (Refer A Friend)

              CLIENT REFERRAL – CLIENT’S NAME__________________________________________________ (Refer A Friend)

  We understand that you will provide us with the basic information required for us
  to prepare your income tax return. You are responsible for the accuracy and
  completeness of that information. As such, in connection with the preparation
  of your return, you must be able to present documentation to support the
  information provided and you agree that all the above information is true.


  Taxpayer Signature: ___________________________________
  Date: ____________

  Spouse Signature: _____________________________________
  Date: ______________

				
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