Prospective Client Questionnaire - Mary Walker Tax Services 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your name and your spouse's name in the designated fields. Ensure accuracy as this information is crucial for your tax return.
3. Fill in the Social Security Numbers (SSN) and Dates of Birth (DOB) for both you and your spouse. This information helps verify your identity.
4. Complete the occupation, email, and phone number sections. Providing multiple contact numbers ensures that Mary can reach you easily.
5. In the Dependents section, list each dependent's name, DOB, SSN, relationship, and months they lived in your home. This is essential for tax credits.
6. Indicate your preferred method of contact and select your filing status from the options provided.
7. Check all applicable income sources and expenses from the lists provided to give a comprehensive overview of your financial situation.
8. Finally, sign and date the form at the bottom before submitting it via email or fax as instructed.

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