Joseph Oommen | CPA
215.676.7666

New client information form

2017 Tax Season

Please follow the five easy steps below. After you fill out this form, click the CREATE MY PDF DOCUMENT button. You will be prompted to download your completed form as a PDF document, please ‘save’ the document to your computer as you will need this PDF for your final submission.

STEP 1: Client Information & Fee Estimate Form

A. Tax Payer Contact Information
  
B. Spouse and Dependent Information

Person #1

Person #2

Person #3

Person #4

Person #5

C. Fee Schedule
Federal and One State   $
Additional States? $
Day Care Expense? $
Apply for TIN Number? $
Stock Trade Transactions?

$
Total Estimate $
D. Driver's License Information

Most states now require your Driver license info to process the return. Please provide the following information:


Enter your spouse's driver's license information (if applicable):

E. Direct Deposit Information for Refunds
NOTE: Please state current mailing address (if different from W2 address)
F. Create your PDF Form

IMPORTANT: Click the button below to create the PDF version of your form and download it to your local computer. You will need to attach this in Step 2 below.

STEP 2: E-mail Tax Documents

Please click the SEND EMAIL button below, and attach all of the following documents:


Send Email

If you have problems with the SEND EMAIL button, manually send an email with all documents above attached to: cpa@keystonetax.com

STEP 3: Receive Draft and Make Payment

STEP 4: Submit Signed Form 8879 for e-Filing

Submit Form 8879 and then you're done!

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