TAX INFORMATION WORKSHEET

At NvisionIt , we are committed to our customers in providing expert consultantion, confidentiality and professionalism in
every aspect of our business. Our recommendations are discussed with you in full details before any commitment is
made between us. Please contact us for a free analysis of how we can work with you to help you achieve your financial goals for the Future.

Nvisionit , Inc. 5001 LBJ Freeway, Suite 700 :: Dallas, TX 75244 :: 972-387-7373  ::  mailto:JW@nvisionit.biz?subject=Request Additional Info


Name:  

Occupation:

 
Social Security:   -      -     

Birth Date:

  / / mm/dd/yyyy
Spouse Name:  

Occupation:

 
Social Security:   -      -     

Birth Date:

  / / mm/dd/yyyy
       
Address:  

City:

 
State:    --
 Other      

Zip Code:

 
Filing Status:  Single   Married   Married/Separate   Head of House-Hold
Email:  

Spouse Email:

 
Telephone:   -       -       (area code - xxx - xxxx)  
Evening Telephone:   -       -       (area code - xxx - xxxx)  
Cell:   -       -       (area code - xxx - xxxx)  
       
DEPENDENTS
First, Middle, Last
BIRTH DATE
(Month, Day, Year)
SSN# RELATIONSHIP MONTHS LIVED
With You

 

/ / mm/dd/yyyy  --  
/ / mm/dd/yyyy  --  
/ / mm/dd/yyyy  --  
/ / mm/dd/yyyy  --  
       
Can Someone else claim you as a dependent?   Yes    No  
IRA / Roth Contributions: Alimony Paid:
Moving Expenses: Lodging Expenses
Do You Itemize? Yes    No    
Did You Pay State Tax? Yes    No Which State:

CHECK ALL THAT APPLY?

State Tax Refund Retirement Income / Pension Bonds
W-2 Statement IRA Distribution $ Self Employed Income
Interest Income $ Partnerships Tip/Other Income
Dividends Estate/Trust/Farm Income 1099's
Mutual Fund Distribution Did you buy or sell Real Estate? Unemployment
Alimony Received Social Security Education Expenses

DID YOU PAY SOMEONE TO CARE FOR YOUR CHILD/CHILDREN?

Provider's Name: SSN/EIN:  --
Address: Amt. Paid: $
Provider's Name: SSN/EIN:  --
Address: Amt. Paid: $
       

 

Would You Like Information On:

Starting a Home Based Business to Lower Taxes?
Debt Elimination:
New Mortgage/Refinance:
W-4 Allowance:
Tax Reduction Workshops:
Insurance:
Credit Repair:
Local/LD Telephone Service:
Cell Phone:
Health & Nutrition:

Additional Comments: