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The work sheet is used only to gather information to do your return to make sure we get the maximum refund that your entitled to legally. I will follow up with a phone call to be sure I have all of your information and to answer any questions you may have.
- Please download the client worksheet.
- Please fill out the worksheet only if you are going to file your taxes with Tax Time With Terri or if you want an estimate.
- Please add spouse information if your filing married filing jointly or separately.
- Also include your dependents Name, date of birth and social security number and the total of months your dependent lived with you.
- After you have completed the worksheet, please upload the completed worksheet to our secure uploader
- Or you may email a copy to terri@taxtimewithterri247.com.
Banking Information: We can discuss filing options before you add your banking information if you choose.