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Address: PO Box 2606 Suwanee, GA 30024  
Contact: 888-541-4443
Fax: 877-531-9128

   
 
Interview Sheet
 

Tax Interview Sheet

Please fill out correctly to ensure a quick refund! Check the spelling of all names, make sure the birth date and Social Security numbers are correct. Bring in all W-2’s and 1099’s.

Taxpayer Information

Social Security Number

First Name:
Filling Status:
Last Name:
Spouse Name:
Birth Date:
Spouse SSN:
Address:
Spouse DOB:
City:
Phone:
State:
Zip Code:

Dependent Information

Name
Date of Birth
Social Security #
Relationship
Are any dependents legally handicapped or mentally disabled?
Yes
Number of W-2’s
Other Incomes (please describe)
Sign:
Date:
Sign:
Date:
  

I/We certify that the information filled out on this form is true an correct, and I/we understand that the information given on this form will be used to complete my/our tax return(s).  I/We agree to hold Liquid Tax harmless for any errors that they may make on my/our tax return(s).  I/We also  understand that an error on my/our tax return will cause a delay in the processing of the return and the receipt of the refund, if any.

 

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