Personal Tax Information

Personal Information 2009 Tax Year
Note: This form does not calculate your taxes, information is submitted to the Tax Preparer. Complete all applicable details below and click on the "Submit" button at the bottom of the form.

* Indicates required field

	Taxpayer	Spouse
First Name *
Middle Initial *
Last Name *
Suffix, if any
Social Security # *	(No hyphens please)	(No hyphens please)
Occupation *
Date of birth *
Filing Status
E-mail address *		Very Important: Please ensure that you enter your correct e-mail address such as jmallard@jmallard.com
Do you want to Electronic File? Federal State	You are provided a complete paper copy of your tax returns (required). Check Box if "Yes" Check Box if "Yes"	Note: Get your refund in 2 to 3 weeks instead of 10 to 12 weeks. Adds only $5.00 to return preparation fee for Fed & State.
Fax Number:
Best days and times to call		Note: Jerry will call you to confirm your return information and ensure you receive all appropriate deductions. Please list the best days and times to call.
Address *		Note: If your spouse has a different address, please enter it in the Notes area below.
City *
State *
Zip *
CA Residents enter County
Address change since 2008 return?	Check Box if "Yes"
Home phone *		Spouse Daytime Phone:
Daytime phone
If Married Filing Separately	Did spouse itemize? Check box if "Yes"
If Single	Can someone else claim you on their tax return?	Example: Student - Parents claim as a dependent
Do you wish to designate $3 to Presidential Election Fund	Check Box if "Yes"	Check Box if "Yes"
Blind	Check Box if "Yes"	Check Box if "Yes"
Enter any additional comments for your tax preparer in the space below:s



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Note: You will view a Confirmation Preview to double check your entries before final submission.
Click the "Submit" button at the top of the Confirmation Preview to submit information.
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