Accepting New Clients – Speedy Tax & Financial Services, LLC

New Client Sign Up

This is the form that we use to set up your account with our company and to input your information into our software. Please complete as much information as you can. If you have any questions, please let me know.

This form is dynamic and as you select answers more stuff will appear or disappear.

We understand that if you submit this form today things can change by tomorrow so we will always be able to edit information throughout the time you are a client. so please no you do not need to resubmit this form every year.

Before we begin, please enter your email address below so we can email you confirmation that we have received your information. Please note that this email will be the email address we use to create our portal for our tax office.

Email Address *

Filer InformationLet's start with the Filer Information

First Name *

Last Name *

Filer Social Security Number *

Filer Date of birth *

Filer Occupation *

Phone Number *

Street Address *

Apartment, suite, etc

City *

State/Province *

ZIP / Postal Code *

Filing Status *

Do you have Dependents

Spouse InformationLet's get your spouse's information

First Name *

Last Name *

Spouse Social Security Number *

Spouse Date of birth *

Spouse Occupation *

Spouse Phone Number *

Dependent InformationLet's get your dependents information

First Name *

Last Name *

Dependent Social Security Number *

Dependent Date of birth *

Number of Years in the household

How many Months in the household

Can anyone else claim this child for EIC? *YesNo

Filer Signature *

Spouse Signature *