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R & W Financial Services

500 E. Carson Plaza Dr, #209

Carson, CA 90746

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2020 Tax Info Sheet

    Your First Name *
    Your Last Name *
    Occupation *
    Social Security Number *
    Birthdate *
    Spouse First Name
    Spouse Last Name
    Occupation
    Spouse Social Security Number
    Spouse Birthdate
    Address 1 *
    Address 2
    City *
    State *
    Zipcode *
    Home Phone Number *:
    Work Phone Number:
    Cell Phone Number*:
    Spouse Cell Phone Number:
    Your Email *
    Total of Dependents
    Number of Children
    Non-Children

    >>>>>>>> Dependents <<<<<<<<

    Dependent #1 First Name
    Dependent #1 Last Name
    Dependent #1 SSN
    Dependent #1 Birthdate
    Dependent #1 Relation
    Dependent #2 First Name
    Dependent #2 Last Name
    Dependent #2 SSN
    Dependent #2 Birthdate
    Dependent #2 Relation
    Dependent #3 First Name
    Dependent #3 Last Name
    Dependent #3 SSN
    Dependent #3 Birthdate
    Dependent #1 Relation
    Dependent #4 First Name
    Dependent #4 Last Name
    Dependent #4 SSN
    Dependent #4 Birthdate
    Dependent #4 Relation

    >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>><<<

    Did you receive Unemployment?:
    How many W-2's received?:
    Any 1099's?:
    How many 1099's?:
    Cash out a retirement?:
    Health care all year?:
    Employer paid health?:
    Health care stmt attchd?:

    >>>>>>> CHILD CARE <<<<<<<<

    Name:

    Address:

    City
    State
    Zipcode
    TaxID
    Amount Paid
    Phone

    >>>>>>>> DONATIONS / CHURCH <<<<<<<<

    Name:

    Address:

    Amt donated:

    >>>>>>>> SCHEDULE C INFORMATION (Sole Proprietor) <<<<<<<<

    Business Name:

    Business Address:

    Bus. Tax ID:

    >>>>>>>> Landlord (If you rent) <<<<<<<<

    Landlord Name:

    Landlord Address:

    Landlord phone:

    >>>>>>>> BANK INFORMATION FOR DIRECT DEPOSIT <<<<<<<<

    Bank Name:

    Bank Account#:

    Bank Routing#:

    Account Name:

    Deposit into?:

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