Tax Onboarding Wizard
Streamlined tax data collection for a better client experience
Review & Submit
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Personal Information
Name:
Michael J. Thompson
Email:
michael.thompson@email.com
Marital Status:
Married Filing Jointly
Spouse Name:
Sarah L. Thompson
Phone:
(555) 234-7890
Address:
142 Maple Street, Ridgewood, NJ 07450
Income Sources
Employment (W-2):
Acme Corporation - $95,000
Spouse Employment (W-2):
Bergen County Schools - $68,500
Self-Employment:
No
Other Income:
Interest & Dividends - $2,350
Dependents
Number of Dependents:
3
Emma Thompson
DOB: 03/15/2010 (Age 15)
Relationship: Child
SSN: ***-**-4532
Relationship: Child
SSN: ***-**-4532
Jacob Thompson
DOB: 08/22/2012 (Age 12)
Relationship: Child
SSN: ***-**-7841
Relationship: Child
SSN: ***-**-7841
Olivia Thompson
DOB: 11/07/2016 (Age 8)
Relationship: Child
SSN: ***-**-9246
Relationship: Child
SSN: ***-**-9246
Business Income
Thompson Consulting LLC
Business Type:
Consulting Services
EIN:
12-3456789
Gross Income:
$47,800
Business Expenses:
$12,450
Rental Income
Rental Property #1
Address:
85 Oak Avenue, Paramus, NJ
Property Type:
Single Family Home
Rental Income:
$28,800
Expenses:
$8,960
Rental Property #2
Address:
203 Pine Street, Glen Rock, NJ
Property Type:
Condominium
Rental Income:
$22,400
Expenses:
$6,720
Banking Information
Refund Account:
First National Bank - Checking ****2847
Routing Number:
021000021
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