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Client Info Sheet

  • PERSONAL DATA FORM

  • HOUSEHOLD/DEPENDANT INFORMATION: List all persons who lived) in your home whom you supported during the {taxyear} tax year

    Person 1

  • Person 2

  • Person 3

  • Person 4

  • DEPENDANT CARE INFORMATION:
  • FINANCIAL INSTITUTION:

    If yes, please send us your 1099-B or Form 8949. Share documents here.

  • IMPORTANT: On the lines below, do not include any amount received that was later returned to the IRS.

  • Enter the amount, if any, of the third economic stimulus payment the taxpayer received. This was generally received in March 2021. Find this amount on Notice 1444-C or IRS letter 6475

    • OR

    • This password will be used to secure your file.
    • This field is for validation purposes and should be left unchanged.
    Charles Village

    CONTACT US

    8707 Harford Road, Suite A
    Parkville, MD 21234

    PHONE: 410-433-0723
    FAX: 410-435-7151
    E-MAIL: charlesvillagetaxes@gmail.com

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