Client Tax Information Sheet - Eva Smith & Associates 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the top half of the form if you are a new client. Provide your name, Social Security number, date of birth, occupation, and contact information.
3. For returning clients, only update sections where there are changes. Ensure all fields related to dependents are completed accurately, including names, dates of birth, and relationships.
4. Indicate all income sources for the previous year by checking the appropriate boxes and providing documentation as needed. This includes wages, self-employment income, and any other relevant earnings.
5. Complete the deductions section by listing medical expenses, state taxes paid, and any charitable contributions. Attach necessary receipts for verification.
6. Finally, answer all yes/no questions at the end of the form to provide additional context about your tax situation. Review your entries for accuracy before submission.

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