Client Profile.pdf - Colbert / Ball TAX SERVICE 2026

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The document is a client profile form for Colbert Ball Tax Service, designed to collect personal and tax-related information from clients for the preparation of their individual tax returns. It includes sections for taxpayer and spouse details, dependents, filing status, and various declarations regarding tax eligibility and identification. The form emphasizes the taxpayer's responsibility for the accuracy of the provided information.

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Click ‘Get Form’ to open it in the editor.
Begin by filling out the 'General Information' section. Indicate if you are a previous customer by selecting 'Yes' or 'No'.
Enter the Taxpayer and Spouse's names, Social Security Numbers (SSN), addresses, phone numbers, and email addresses in the designated fields.
Specify your filing status by selecting one of the options provided: Head of Household, Married Filing Joint, Single, Married Filing Separate, or Widowed.
List any dependents by providing their names, dates of birth, SSNs, relationships, and months they lived in your home.
Review the Tax Declaration section carefully and answer all questions truthfully regarding identification numbers and dependent qualifications.
Finally, sign and date the form at the bottom to confirm that all information is accurate.

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