Income Tax Customer Information Form - Stanley & Associates 2025

1. Click ‘Get Form’ to open the Income Tax Customer Information Form in the editor.
2. Begin by entering your name, Social Security Number (SSI#), and date of birth (DOB) in the designated fields at the top of the form.
3. Fill in your address, city, state, and county. Ensure all information is accurate for proper identification.
4. Provide your phone numbers: home, work, and cell. This information is crucial for communication regarding your tax filing.
5. If applicable, enter your spouse's details including their name, SSI#, and DOB. Select your marital status from the options provided.
6. List any dependents by filling out their full names, dates of birth, SSI#, relationships to you, and how many months they lived with you during the year.
7. Gather income and expense documents as listed on the form. You can upload these directly through our platform for easy access.
8. Finally, ensure to forward a copy of your driver’s license and a canceled check for e-filing as instructed.

Start using our platform today to simplify your tax form completion process!