Ever Evolving Enterprises 2015 Tax Season Drop-Off Information Sheet Client Name: ________________________________________ Address only if changed from last year: ______________________________________________________________________________ If we have questions regarding your return before completion, would you prefer to be contacted by: _______ Email Email address: _________________________________ _______ Phone telephone #: _________________________________ What is the latest time at night that we can call? ____9pm ____10pm ____11pm Would you like a paper copy __________ of your return or a CD __________ or both __________ ($3.00 charge for both) Once we have completed your tax return, if you would like your refund (balance due) to be electronically deposited (withdrawn), please complete the box below. _____ Direct Deposit Federal Refund _____ Direct Deposit State Refund _____ACH Withdrawal Federal Balance Due _____ACH Withdrawal State Balance Due The ACH is done on April 15th regardless of when tax return is filed unless another date is specified. Date requested:_________________________ Attach a voided check or: Bank Name: __________________________ RTN: __________________________ Acct # __________________________ ____ checking ____ saving OR **Complete Reverse Side** Ever Evolving Enterprises 2015 Tax Season Are there any changes to dependents or filing status? yes_____ no_____ Delete the following children or other dependents/exemptions: Name: ______________________ Name:_________________________ Add the following Dependents/Exemptions (not on previous year’s tax return): Name: ___________________________________________________________ DOB: For income we need: _____________________ SSN: __________________________ Form W2s: wage statements Form 1099R: pension, IRA statements, 401(k) and 403(b) statements Form 1099s for interest and dividends from banks, investment companies Any other miscellaneous sources of income If you take the standard deduction we do not need anything for that. If you will be itemizing your deductions we need: Form 1098 for mortgage, home equity loan or line of credit equity interest property and school tax receipts on ALL property owned list of charitable contributions list of medical expenses list of employee business expenses If you have children that have: College tuition costs: include 1098-T statement for tuition and tuition bills for all semester paid this year *****We require both to insure correct crediting of expenses paid***** Dependent care costs: include child care provider’s name, address, ID number and amount paid *****We require that amounts be listed per child for the tax return***** Complete and attach the Affordable Care Act coverage worksheet. Office Use: ACA phone consultation scheduled for: date: ________ day: ________ time: ________