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Bravo Tax & Financial Services, Inc.
Tax Year 2023
Due to IRS fines and penalties, we now require a client interview for every client, and require that you provide us with all required information we request to substantiate and properly report all items on your return as required in accordance with The Small Business Work Opportunity Act of 2007.
Client Information
Tax Payer Name 1
*
Tax Payer Name 1
First Name
First Name
Last Name
Last Name
Tax Payer Name 2
Tax Payer Name 2
First Name
First Name
Last Name
Last Name
Address
*
Address
Address
Address
City
City
State/Province
Alabama
Alaska
Arkansas
Arizona
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State/Province
Zip/Postal
Zip/Postal
Address
Phone (Tax Payer 1)
*
Email (Tax Payer 1)
*
Phone (Tax Payer 2)
Email (Tax Payer 2)
Filing & Dependent Status
Are you a new client?
*
Yes
No
Did you file your taxes for the 2022 tax year with us?
*
Yes
No
Any change in your filing status from last tax year? (Example: Married, Separated, or Divorced)
*
Yes
No
Filing Status Comments:
Please select last year’s filling status.
*
Single
Head of Household
Married Filling Jointly
Married Filling Separately
Please select expected filling status this year.
*
Single
Head of Household
Married Filling Jointly
Married Filling Separately
Are you planning to claim any dependents this year?
*
Yes
No
Are your dependents exactly the same from your last tax?
*
Yes
No
Dependent(s) Comment:
Any change in dependent exemptions from last tax year?(Example: New Child born in 2023 or no longer able to claim adult child/children)
*
Yes
No
Add dependent information
*
Yes
Dependent Information:
Name
*
Name
First Name
First Name
Middle Name
Middle Name
Last Name
Last Name
Date of Birth
*
SSN or ITIN:
*
Relationship
*
Choose or Enter Relationship to Dependent
Son
Daughter
Niece
Nephew
Parent
Other
Relationship
Select Dependent Status
select from dropdown
New Dependent
No Longer Dependent
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Additional Dependent Information
Did you make any payments to a Child Care Provider?(Refundable for 2023 only)
*
Yes
No
Add Childcare Provider
Please add the information for your the childcare provider and payments made.
Provider Full Name:
*
Enter Full name (First Name and Last Name) or Name of Company providing childcare.
Amount Paid:
*
$
Address
*
Address
Address
Address
City
City
State/Province
Alabama
Alaska
Arkansas
Arizona
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State/Province
Zip/Postal
Zip/Postal
Address
Phone
*
Are you currently in our office or plan to come with all documents in person? (Note: if you are missing documents, processing your tax return will be delayed).
*
Yes
No
Please bring Form 1099-NEC (if you issued it) with your other tax documents.
Did you issue a 1099-NEC form?
*
Yes
No
Attach 1099-NEC
*
Drop a file here or click to upload
Choose File
Maximum file size: 516MB
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If you are human, leave this field blank.
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