Please provide the requested information as it appear on your tax return (s). Fill up all applicable blanks and then print
the page to submit with the required and applicable forms and or documents including W-2's. It can also be printed and
then filled by hand. Your Eagle 2000 Enterprises tax professional will contact you within 24 hours to ask any additional
questions required to complete your tax return and provide you with an estimated completion time. Feel free to write any
additional information on the back of this sheet once printed if necessary. This form may also be use to bring along to
the office for faster service.
___________________________________________________________________________
Client and Spouse Information
Client Name:

Social Security No.:

Date of Birth:

Client Occupation:

Spouse Name:

Social Security No.:

Date of Birth:
Spouse Occupation:

Current Address:

City, ST., Zip Code:

Daytime Phone No.:

Evening Phone:

Best Time to Call:

Other Information:
Dependent's  Information
1st Dependent Name:

Social Security No.:

Date of Birth:

Relationship:

2nd Dependent Name:

Social Security No.:

Date of Birth:

Relationship:
3rd Dependent Name:

Social Security No.:

Date of Birth:

Relationship:

4th Dependent Name:

Social Security No.:

Date of Birth:

Relationship:
Please Answer the Following Questions
Yes
 No
Did you or spouse file taxes for the year 2007 in 2008?
Yes
 No
Did Eagle 2000 prepare your or spouse taxes last year?
Have you or spouse previously filed Massachusetts State returns?
Yes
 No
Yes
 No
Did you or spouse own a home in 2008?
Does not apply
Is it a rental property?
 Yes
 No
Yes
 No
Did you or spouse own a business in 2008?
Did you or spouse had retirement income in 2008?
 Yes
 No
Yes
 No
Did you or spouse had Social Security income in 2008?
Did you or spouse received any unemployment benefits in 2008?
Yes
 No
Did you or spouse had mutual funds or stocks in 2008?
 Yes
 No
Did you or spouse had a Partnership, Corporation or Trust in 2008?
Yes
 No
Yes
 No
Did you or spouse paid any student loans in 2008?
Did you or spouse had any education expenses for anyone  on your return for 2008?
Yes
 No
Where there any donation for charities made by you or spouse in 2008?
 Yes
 No
Did you or spouse had any medical & dental expenses for 2008?
Yes
 No
Do you wish to have your refund to be direct deposited to your checking or savings
account if applies?
Yes
 No
If YES select one:
 Checking
 Savings
Routing No.:
Account No.:
Do you wish to have your returns filed electronically (e-file)?  Faster refund. No extra charge.
 Yes
No
Yes
No
Do you or spouse have an e-mail address?
If YES, what's the e-mail address?
Please Check the Forms that are Submitted
W-2 Form (s)
 1099 Form (s)
 Other (s)
1098 Form (s)
Other Forms (please describe):
Total Forms Submitted
Make sure to indicate if you moved or suffered damages or destruction of property from a storm, accident,
theft, or other unusual occurrence during the year 2008 and include any other income or deductions not
shown in your tax documents.  Feel free to write any additional information on the back of the sheet
once printed. All Information provided is for the purpose intended and kept confidential unless otherwise.
Please read the Privacy Disclosure page by clicking on the link.

By filling, signing and submitting this form to Eagle 2000 Enterprises you are authorizing a CTP (Certify Tax
Preparer) from Eagle 2000 Enterprises to review the information provided on this form and all documents
provided in order to and to prepare your 2008 income tax returns.



______________________________________________
Please sign here once printed.
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