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Client Profile
BT
Individual Client
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1
TAXPAYER
First Name
*
First Name is required.
Middle Name
Last Name
*
Last Name is required.
Date of Birth
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Enter a valid date no later than today.
Date of Death
📅
Enter a valid date no later than today.
SSN
Entry Type
*
What's the difference?
Client
Prospect
Taxpayer's current home address is in Foreign Country
Taxpayer's Address
Apt/Suite
Street
City
State
Zip Code
County
Select
Foreign Province
Postal Code
Foreign Country
Contact
Home Phone
Work Phone
Cell Phone
Email
Additional Email
Filing Status
2
SPOUSE
First Name
Middle Name
Last Name
Date of Birth
📅
Enter a valid date no later than today.
Date of Death
📅
Enter a valid date no later than today.
Spouse's current home address is in Foreign Country
Spouse's Address
Same as Taxpayer's
Apt/Suite
Street
City
State
Zip Code
County
Select
Foreign Province
Postal Code
Foreign Country
Contact
Home Phone
Work Phone
Cell Phone
Email
Additional Email
Spouse Filing Status
3
IRS LIABILITY
Income Tax
Employment Taxes (Schedule C Sole Proprietorship)
Civil Penalty (Trust Fund Recovery Penalty)
Total IRS Liability:
$0.00
4
IRS CONTACTS
Enter Manually
Select from Saved IRS Contacts
Salutation
First Name
Last Name
Employee ID
Title
Phone 1
Phone 2
Fax
Email
IRS Office
Address
City
IRS Office (continued)
Address 2
State
Zip Code
Additional Information
Number of characters left: 3000
5
NOTES
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Number of characters left: 5000
6
OTHER INFO
Profile ID
Category(ies)
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Status
Active
Closed
Case Manager
Sales Rep
Client Source
Representation Start Date
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(if different from creation date)
Enter a valid date no later than today.
Priority
Language
Business(es) and Client(s) Linked
7
Authorization
I confirm that I have obtained, or will obtain in a timely manner, a signed IRC §7216 consent to disclose.
Required to obtain IRC §7216
Yes
No
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