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PASCUAL & ASSOCIATES

TAX SERVICE

“Working for your peace of mind.”

INCOME TAX PREPARATION - Low rates. IRS e-file. Year long service. Experienced preparers.

LIVING TRUSTS - Avoid probate. Lifetime Service.

NOTARIAL SERVICES - Power of Attorney. Quitclaim Deeds. Affidavits of Support.

UPON COMPLETING THIS TAX ORGANIZER, PLEASE READ AND SIGN BELOW

I/We have gathered and submitted the information contained in this questionnaire and to the best of my knowledge is true, correct, and complete, and I/we certify that I/we will keep receipts of these information for three (3) years.

(Please sign) ______Date: ______

(Please sign) ______Date: ______

PERSONAL DATA
TAXPAYER AND SPOUSE / DEPENDENTS
TAXPAYER (OR SINGLE) / SPOUSE / Name / X if post-secondary student #of mos. lived in your home
Last Name / Last Name / (First, Initial and Last) / (D.O.B.) / Social Security No. / Relationship
First Name & Initial / First Name & Initial
Occupation / Occupation
Phone (Home) / (Work) / Phone (Home) / (Work) / Social Security Numbers are required for all dependents.
If filing Head of Household and qualifying person is your child but not your dependent above,
Enter child’s name here: ______
QUESTIONS: (Yes answers, include explanations)
1. Did your name, address or marital status change during the year?
__ Yes __ No
2. Are you being claimed as a dependent on another tax return? __ Yes __ No
3. Are you (or your spouse) blind or permanently disabled? __ Yes __ No
4. If you claim children above that don’t live with you, are they
allowed as a result of pre-1985 agreement? __ Yes __ No
5. Did you carry forward or incur any adoption expenses during the year?
__ Yes __ No
Soc. Sec. Number / Date of Birth / Soc. Sec. Number / Date of Birth
Mailing Address / County
City, State and Zip / E-mail Address