• 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. You also give Chi Ching Taxes to electonically sign your return.

  • 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)*