Client Onboarding Form

Full Name*
First Middle Last
Date of Birth*
Filing Status*
Is this your postal address?*
- Yes
- No
Your Residential Address*
Address 1 Address 2 City Postcode
Your Postal Address*
Address 1 Address 2 City Postcode
Email*
Phone Number*

Spouse' Social Security Number
Spouse' Full Name
First Middle Last
Spouse' Email
Spouse' Work Phone
Spouse' Cell/Other Phone
Date of Birth
Date of Death
Occupation
Legally Blind?
- Yes
- No
Dependent of Other?
- Yes
- No

Taxpayer's Social Security Number
Taxpayer's Full Name
First Middle Last
Taxpayer's Email
Taxpayer's Work Phone
Taxpayer's Cell/Other Phone
Taxpayer's Date of Birth
Is the taxpayer alive?
- Yes
- No
Taxpayer's Date of Death
Taxpayer's Occupation
Is the taxpayer legally blind?
- Yes
- No
Dependent of Other?
- Yes
- No

Dependents
Full Name (First, Middle Initial, Last Name) Date of Birth Social Security Number Relationship

What is your entity structure?*
- Corporation
- Partnership
- Limited Liability Corporation (LLC
- Sole proprietorship
- Other
If "Other" please state*

Personal Identity Verification
By law, we are required to see proof of identity for all new and some existing clients. Please upload a scan of one of the following documents:

Valid passport
Valid photo card driving licence
Upload your personal identity document here*
Personal Address Verification
By law, we are required to see proof of residential address for all new and some existing clients. Please upload a scan of one of the following documents:

USA Drivers Licence (if not used as ID above)

Bank, Home Loan or Credit Card Statement
Dated with 3 months. Must include account number and show recent activity. No general correspondence.

Utility Bill
Dated within 6 months E.g. Gas, electricity, water. Must show address for service and/or account number. No general correspondence.

Telephone Bill
Dated within 6 months E.g. Landline or cell phone pay monthly (excluding pay as you go). Must show address for service and/or account number. No general correspondence.

Government Letter
Dated within 12 months. Must show address for service and/or account number. No general correspondence.

Tenancy Agreement
Dated with 12 months. Must state full name and full property address. Issued by local council, housing association, attorney or reputable letting agent.

Home or Motor Insurance Certificate
Dated within 12 months. Must state insured address or registered address for vehicle and policy number. No general correspondence.
Upload your personal address document here*

Entity details
Entity name*
Registered Address*
Your entity's registered address

Address 1 Address 2 City Postcode

Confirmation
Please sign below*
I confirm that the information given in this form is true, complete and accurate.
Email
This field is for validation purposes and should be left unchanged.

Step 1 of 8

Personal Identity Verification

Personal Address Verification

Entity details

Confirmation

Newsletter Signup

Professional Affiliations