McGee Tax Law, PLLC CorporateSite.Online - Case Management Click Here Form A - Master Client List Client Information New IRS Workflows Date Client Type IndividualBusinessIndividual & Business Client Type IRS Case Type MultipleControversyAuditTax PrepComplianceLitigationEstate PlanBusinessOpinion Client Name * Client Companies About Taxpayer (TP) Information Formal Name on File w/IRS Include Spouse if MFJ Address Address Address Address City City State/Province AlabamaAlaskaArkansasArizonaCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming State/Province Zip/Postal Zip/Postal State TP Resides AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming County TP Resides * AdamsAlcornAmiteAttalaBentonBolivarCalhounCarrollChickasawChoctawClaiborneClarkeClayCoahomaCopiahCovingtonDeSotoForrestFranklinGeorgeGreeneGrenadaHancockHarrisonHindsHolmesHumphreysIssaquenaItawambaJacksonJasperJeffersonJefferson DavisJonesKemperLafayetteLamarLauderdaleLawrenceLeakeLeeLefloreLincolnLowndesMadisonMarionMarshallMonroeMontgomeryNeshobaNewtonNoxubeeOktibbehaPanolaPearl RiverPerryPikePontotocPrentissQuitmanRankinScottSharkeySimpsonSmithStoneSunflowerTallahatchieTateTippahTishomingoTunicaUnionWalthallWarrenWashingtonWayneWebsterWilkinsonWinstonYalobushaYazoo TP U.S. Citizen? YesNo TP DOB TP SSN * Email 1 Email 2 TP Primary Phone TP Cell Phone TP Home Phone TP Employment EmployeeSelf-EmployedUnemployedRetired TP Income is Reported on: IRS Form W2IRS Form NECIRS Form 1099 MISCIRS Form 1099 DIV/INTIRS Form K1 (1065)IRS Form K1 (1120-S)Self ReportedOther TP Income is Reported on: Check all that apply TP Investment/Savings Plan(s) 401(k)IRS - SEPIRA - TraditionalIRA - RothESOP529 PlanSavings - TraditionalSavings - CDPortfolio - Stock/BondsOther TP Investment/Savings Plan(s) Marital Status Married Unmarried Tax Filing Status SingleMFJMFSHOHQualifying Widow(er) No. of TP Dependents 1234Other No. of TP Dependents Spouse (SP) Information Spouse's Name Spouse's Address (if different) County SP Resides * AdamsAlcornAmiteAttalaBentonBolivarCalhounCarrollChickasawChoctawClaiborneClarkeClayCoahomaCopiahCovingtonDeSotoForrestFranklinGeorgeGreeneGrenadaHancockHarrisonHindsHolmesHumphreysIssaquenaItawambaJacksonJasperJeffersonJefferson DavisJonesKemperLafayetteLamarLauderdaleLawrenceLeakeLeeLefloreLincolnLowndesMadisonMarionMarshallMonroeMontgomeryNeshobaNewtonNoxubeeOktibbehaPanolaPearl RiverPerryPikePontotocPrentissQuitmanRankinScottSharkeySimpsonSmithStoneSunflowerTallahatchieTateTippahTishomingoTunicaUnionWalthallWarrenWashingtonWayneWebsterWilkinsonWinstonYalobushaYazoo SP U.S. Citizen? YesNo SP DOB SP SSN SP Email SP Daytime Phone SP Cell Phone SP Home Phone SP Employment EmployeeSelf-EmployedUnemployedRetired SP Income is Reported on: IRS Form W2IRS Form NECIRS Form 1099 MISCIRS Form 1099 DIV/INTIRS Form K1 (1065)IRS Form K1 (1120-S)Self ReportedOther SP Income is Reported on: SP Investment/Savings Plan(s) 401(k)IRS - SEPIRA - TraditionalIRA - RothESOP529 PlanSavings - TraditionalSavings - CDPortfolio - Stock/BondsOther SP Investment/Savings Plan(s) No. of SP Dependents 1234Other No. of SP Dependents Dependents (DP) Information Dependent 1 - Name Dep 1 - Age Dep 1 - DOB Dep 1 - Relationship Dep 1 - SSN Dependent 2 - Name Dependent 3 - Name Dependent 4 - Name Dependent - Other TP Employment TP Place of Work TP Work Address TP Occupation TP Work Phone TP How Long w/Employer? TP Employer Allow Contact? Yes No TP Pay Periods Weekly Bi-Weekly Monthly Other TP No Deps Claimed 1040/W4 SP Employment Spouse's Place of Work Spouse Work Address Spouse's Occupation SP Work Phone SP How Long w/Employer? SP Employer Allow Contact? Yes No TP Pay Periods Weekly Bi-Weekly SP No Deps Claimed 1040/W4 Submit If you are human, leave this field blank.
