• Chi Ching Taxes, LLC Client Organizer

    For Tax Preparation Services

  • - -

  • Name of School

  • Business Income if Applicable

    Only if you had a business

  • Other Dedutions

  • Please include a copy of your id.

  • Please include copy of dependent's Social Security Card

  • Please include 1095

  • Please include W2's

  • Additional W2's

  • By signing this this form, you agree to allow Chi Ching Taxes, LLC, to use this information to prepare your income tax return, and to apply for bank products if applicable.

  • Client Checklist

    Intake Interview questions * Signed Letter of Engagement * Signed Consent to Use * Signed Consent to Disclose* Signed EIC Disclosure* Income Information (W2, 1099, 1099G, 1099R)*