Tax Return Personal Info Review
Personal Information
Names and Social Security (SSN)
Physical Addresses and/or Mailing Addresses
Spouse/ Dependants Personal Information
Banking Information (Account/Routing Numbers are Correct)
Filing Information
Filing Status is Correct
Required Signatures in Forms are Complete
Tax Due Payment - Please Select your Preferred Payment Method
Paper Check (Ensure Mailing Address is Correct)
Direct Deposit (Ensure Banking Information is Provided)
Please Check One That Applies to You:
Paper Check (Ensure Mailing Address is Correct)
Direct Deposit (Ensure Banking Information is Provided)
Name
First
Last
