Stephenson & Warner, Inc. | Client Packet Questionnaire

Client Packet Questionnaire

Completing this section will take approximately 30 minutes to fill out. Please note the form does not save so you must complete the form and submit.

Dear Client:

Thank you for your continuing relationship with Stephenson & Warner. We have implemented several changes to serve you better.

In order to prepare your tax return accurately and to optimize your tax savings, we would like for you to fill out the attached set of questions that will help us identify applicable tax savings and help you comply with current tax law.

Also, please sign the attached 2023 Annual Engagement Letter. This will need to be emailed or mailed back to us. (Can be dropped off) We will require payment for our services at the time of pickup this year. Services can be paid for with check or credit card. We have enclosed a credit card authorization form for your convenience.

For your convenience, our office hours during tax season will be as follows (Oxford by appointment only):

Monday-Thursday 8:00 am – 6:00pm- Hamilton; Monday- Friday 8:00am- 5:00PM - West Chester
Friday 8:00 am – 5:00pm
Saturday (Hamilton office only) * 8:30 am – 3:00pm
*Saturday appointments available in our West Chester office, must be scheduled in advance.

*The deadline to send or bring us your tax preparation information is March 15th, 2024. Documents sent by mail must also be received by this date. Information Received by us to prepare your tax return after 3/15/2024 will warrant filing for an extension.

Very truly yours,
Larry F. Warner, Jr.
Managing Partner

* indicates required field

* E-mail Address: * E-mail Address

* Taxpayer Driver’s license/state ID number: * Taxpayer Driver’s license/state ID number:

* Issue Date: * Issue Date:

* Expiration Date: * Expiration Date:

* Signature: * Signature:

Spouse Driver’s license/state ID number: Spouse Driver’s license/state ID number:

Issue Date: Issue Date:

Expiration Date: Expiration Date:

Signature: Signature:

Information Update

Client Name: Client Name:

Best number to reach you: Best number to reach you:

Best number to reach your spouse: Best number to reach your spouse:

* Permission to send you text messages * Permission to send you text messages: yes no

E-mail Address: E-mail Address:

* Stephenson & Warner does send out a monthly newsletter packed with tax updates, IRS changes and tax/ retirement planning information. Clients often share how much they benefit from the tax and planning tips. Shall we add you to the mailing list? * Stephenson & Warner does send out a monthly newsletter packed with tax updates, IRS changes and tax/ retirement planning information. Clients often share how much they benefit from the tax and planning tips. Shall we add you to the mailing list?: Yes please No but thank you

Physical Address Changes:: Physical Address Changes::

* Would you like an electronic PDF copy of your tax return instead of a paper copy that you can sign digitally for us to initiate filing for you? Please indicate your preference below. * Would you like an electronic PDF copy of your tax return instead of a paper copy that you can sign digitally for us to initiate filing for you? Please indicate your preference below.: Yes - I would like an electronic PDF copy of my tax return sent to my secure portal and I will sign my tax returns digitally and send it back to you after I have reviewed my returns. I will pick up my original documents - if any - the next time I visit your office Yes - I would like an electronic PDF copy of my tax return sent to my secure portal but I will sign my return with a paper form 8879 since I must return to the office to pick up my original documents anyway Yes - I would like an electronic PDF and a paper copy of my tax return. I understand there is an additional $25 fee for this No thanks - I prefer a paper copy of the tax returns.

Note - any original source documents not picked up within 4 weeks of returns being completed will be mailed back to the client.

* Initial: * Initial:

* Date: * Date

2023 Information Checklist

This is a list of the most common items we’ll need to finish your returns. We’ll call you if we need anything else. (You don’t need to return this to us; unless you make notes, we should be aware of.)

Completed client questionnaire Completed client questionnaire: Completed client questionnaire

Signed engagement letter Signed engagement letter: Signed engagement letter

All return packets or mailing labels sent to you by the various taxing agencies All return packets or mailing labels sent to you by the various taxing agencies: All return packets or mailing labels sent to you by the various taxing agencies

All W-2’s All W-2’s: All W-2’s

All 1099 forms received confirming income from interest - dividends - retirement - social security - disability - unemployment - gambling winnings - 1009k for business credit card receipts - etc. All 1099 forms received confirming income from interest - dividends - retirement - social security - disability - unemployment - gambling winnings - 1009k for business credit card receipts - etc.: All 1099 forms received confirming income from interest - dividends - retirement - social security - disability - unemployment - gambling winnings - 1009k for business credit card receipts - etc.

All income information and tax documents for children - if you want us to prepare their required returns All income information and tax documents for children - if you want us to prepare their required returns: All income information and tax documents for children - if you want us to prepare their required returns

Year-end statement of mortgage interest (Form 1098) escrow activity and balance on mortgage or home equity loans and real estate taxes paid. Year-end statement of mortgage interest (Form 1098) escrow activity and balance on mortgage or home equity loans and real estate taxes paid.: Year-end statement of mortgage interest (Form 1098) escrow activity and balance on mortgage or home equity loans and real estate taxes paid. If Form 1098 represents home equity loan interest please let us know how much of the home equity loan was us

Total of all receipted charitable contributions and details for any non-cash contributions over $500 Total of all receipted charitable contributions and details for any non-cash contributions over $500: Total of all receipted charitable contributions and details for any non-cash contributions over $500

Copies of all trust - partnership - or s-corporation k-1’s (send separately later if everything else is ready and let us know it’s coming) Copies of all trust - partnership - or s-corporation k-1’s (send separately later if everything else is ready and let us know it’s coming): Copies of all trust - partnership - or s-corporation k-1’s (send separately later if everything else is ready and let us know it’s coming)

If you bought - sold - or refinanced real estate then a closing statement (HUD) for each If you bought - sold - or refinanced real estate then a closing statement (HUD) for each: If you bought - sold - or refinanced real estate then a closing statement (HUD) for each

If you sold any shares of mutual funds and cost basis information is not provided by the broker - detail all activity in the funds sold from original purchase date through date of sale date (year-end summary statements are ideal) If you sold any shares of mutual funds and cost basis information is not provided by the broker - detail all activity in the funds sold from original purchase date through date of sale date (year-end summary statements are ideal): If you sold any shares of mutual funds and cost basis information is not provided by the broker - detail all activity in the funds sold from original purchase date through date of sale date (year-end summary statements are ideal)

If you are claiming auto mileage as a deduction- for business or rental properties - we need to know: total miles - commuting miles - and business miles driven for the year If you are claiming auto mileage as a deduction- for business or rental properties - we need to know: total miles - commuting miles - and business miles driven for the year: If you are claiming auto mileage as a deduction- for business or rental properties - we need to know: total miles - commuting miles - and business miles driven for the year

If you lease your car or are deducting actual expenses - please also provide: original value of the car (what you could have bought it for) and date of lease & all expenses for lease payments - gas - car washes - licenses - insurance - tires - repair If you lease your car or are deducting actual expenses - please also provide: original value of the car (what you could have bought it for) and date of lease & all expenses for lease payments - gas - car washes - licenses - insurance - tires - repair: If you lease your car or are deducting actual expenses - please also provide: original value of the car (what you could have bought it for) and date of lease & all expenses for lease payments-gas -car washes licenses-insurance-tires-repairs-etc.

Copies of federal & state or local tax correspondence during the year (including all payments made or refunds received) Copies of federal & state or local tax correspondence during the year (including all payments made or refunds received): Copies of federal & state or local tax correspondence during the year (including all payments made or refunds received)

All legal documents for formation & sale or purchase of a business during the year and all legal documents for divorce decrees All legal documents for formation & sale or purchase of a business during the year and all legal documents for divorce decrees: All legal documents for formation & sale or purchase of a business during the year and all legal documents for divorce decrees

Voided check for account where refunds should be direct deposited (optional) Note: Joint refunds cannot be deposited into single owner accounts Voided check for account where refunds should be direct deposited (optional) Note: Joint refunds cannot be deposited into single owner accounts: Voided check for account where refunds should be direct deposited (optional) Note: Joint refunds cannot be deposited into single owner accounts

All 1095 forms related to your health insurance All 1095 forms related to your health insurance: All 1095 forms related to your health insurance

If you wish to claim education related credits (please provide a transcript of charges and payments made) If you wish to claim education related credits (please provide a transcript of charges and payments made): If you wish to claim education related credits (please provide a transcript of charges and payments made)

If you own a business or rental property please provide details on any repairs and or asset expenditures exceeding $2500 If you own a business or rental property please provide details on any repairs and or asset expenditures exceeding $2500: If you own a business or rental property please provide details on any repairs and or asset expenditures exceeding $2500

Details on crypto –currency trading: Details on crypto –currency trading:

Details on any foreign bank accounts or foreign investments greater than $10,000: Details on any foreign bank accounts or foreign investments greater than $10,000:

Tax forms or letters related to stimulus payments received, child care tax credit payments, and/or identity protection pins Tax forms or letters related to stimulus payments received, child care tax credit payments, and/or identity protection pins: Tax forms or letters related to stimulus payments received and/or child care tax credit payments and/or identity protection pins

Note: Any Questions answered YES will need to have detail provided

Personal Information

* Did your marital status change during the year? * Did your marital status change during the year?: yes no

If yes, explain: If yes, explain:

* Did you live separately from your spouse during the last six months of the year? * Did you live separately from your spouse during the last six months of the year?: yes no

* Do you have a separate decree, instrument, or agreement and are not living in the same household by the end of the year? * Do you have a separate decree, instrument, or agreement and are not living in the same household by the end of the year?: yes no

Please provide if not already provided: Please provide if not already provided:

* Did your address change from last year? * Did your address change from last year?: yes no

* Can you be claimed as a dependent by another taxpayer? * Can you be claimed as a dependent by another taxpayer?: yes no

* Did you change any bank accounts, or did routing transit numbers (RTN) and/or bank account number change for existing bank accounts that have been used to direct deposit (or direct debit) funds from (or to) the IRS or other taxing authority during the tax year? Please review the bank verification form provided with your tax return. * Did you change any bank accounts, or did routing transit numbers (RTN) and/or bank account number change for existing bank accounts that have been used to direct deposit (or direct debit) funds from (or to) the IRS or other taxing authority during the tax year? Please review the bank verification form provided with your tax return.: yes no

* Did you receive an Identity Protection PIN (IP PIN) from the IRS, or have you been a victim of identity theft? If yes, attach the IRS letter. * Did you receive an Identity Protection PIN (IP PIN) from the IRS, or have you been a victim of identity theft? If yes, attach the IRS letter.: yes no

Dependent Information

* Were there any changes in dependents from the prior year? * Were there any changes in dependents from the prior year?: yes no

If yes, explain: If yes, explain:

* Do you have any children under age 19 or a full-time student under age 24 with unearned income from investments in excess of $2,500? * Do you have any children under age 19 or a full-time student under age 24 with unearned income from investments in excess of $2,500?: yes no

* Do you want us to prepare a dependent tax return only if the refund exceeds our fee? * Do you want us to prepare a dependent tax return only if the refund exceeds our fee? : yes no

* Did you provide over half the support for any other person(s) other than your dependent children during the year? * Did you provide over half the support for any other person(s) other than your dependent children during the year?: yes no

* Did you pay for childcare while you worked, or looked for work? * Did you pay for childcare while you worked, or looked for work?: yes no

* Did you pay any expenses related to the adoption of a child during the year? * Did you pay any expenses related to the adoption of a child during the year?: yes no

* If you are or have been divorced or separated with child(ren), have you provided us a divorce decree or other form of separation agreement? * If you are or have been divorced or separated with child(ren), have you provided us a divorce decree or other form of separation agreement?: yes no

If not, please provide.: If not, please provide.:

* Did any dependents receive an Identity Protection PIN (IP PIN) from the IRS or have they been a victim of identity theft? If yes, attach the IRS letter. * Did any dependents receive an Identity Protection PIN (IP PIN) from the IRS or have they been a victim of identity theft? If yes, attach the IRS letter.: yes no

Business, Rental and Farm Activity

* Did you start a new business or purchase rental property during the year? * Did you start a new business or purchase rental property during the year?: yes no

* Did you receive any non-employee compensation (self-employment income)? If so, please provide any 1099-NEC or 1099-MISC’s * Did you receive any non-employee compensation (self-employment income)? If so, please provide any 1099-NEC or 1099-MISC’s: yes no

* Did you sell, exchange, or purchase any assets used in your trade or business? * Did you sell, exchange, or purchase any assets used in your trade or business?: yes no

* Did you acquire a new or additional interest in a partnership or S corporation? * Did you acquire a new or additional interest in a partnership or S corporation?: yes no

* Did you sell an existing business, rental, or other property this year? * Did you sell an existing business, rental, or other property this year?: yes no

* Did you engage in any bartering transactions? * Did you engage in any bartering transactions?: yes no

* Did you utilize an area of your home for business purposes? * Did you utilize an area of your home for business purposes?: yes no

Provide square ft. used: Provide square ft. used:

Purchases, Sales, and Debt Information

* Did you sell, exchange, or purchase any real estate during the year? * Did you sell, exchange, or purchase any real estate during the year?: yes no

* Did you purchase or sell a principal residence during the year? * Did you purchase or sell a principal residence during the year?: yes no

* Did you foreclose or abandon a principal residence or real property during the year? * Did you foreclose or abandon a principal residence or real property during the year?: yes no

* Did you acquire or dispose of any stock during the year? * Did you acquire or dispose of any stock during the year?: yes no

* Did you take out a home equity loan this year? * Did you take out a home equity loan this year?: yes no

Used for: Used for:

* Did you refinance a principal residence or second home this year? * Did you refinance a principal residence or second home this year?: yes no

* Did you lend money with the understanding of repayment and this year it became totally uncollectable? * Did you lend money with the understanding of repayment and this year it became totally uncollectable?: yes no

* Did you have any debts canceled or forgiven this year, such as a home mortgage or student loan(s)? * Did you have any debts canceled or forgiven this year, such as a home mortgage or student loan(s)?: yes no

* Did you purchase a new or previously owned Clean vehicle this year that is eligible for the new clean vehicle credit? If yes, attach the vehicle statement from the dealer. * Did you purchase a new or previously owned Clean vehicle this year that is eligible for the new clean vehicle credit? If yes, attach the vehicle statement from the dealer.: yes no

Income Information

* Did you receive any income from property sold prior to this year? * Did you receive any income from property sold prior to this year?: yes no

* Did you receive any unemployment benefits during the year? * Did you receive any unemployment benefits during the year?: yes no

* Did you receive any disability income during the year? * Did you receive any disability income during the year?: yes no

* Did you receive tip income not reported to your employer this year? * Did you receive tip income not reported to your employer this year?: yes no

* Did you receive a Form 1099-K, 1099-MISC, 1099-NEC, or other income statement for work done in what is commonly referred to as the "gig" economy? * Did you receive a Form 1099-K, 1099-MISC, 1099-NEC, or other income statement for work done in what is commonly referred to as the "gig" economy?: yes no

* Did any of your life insurance policies mature, or did you surrender any policies? * Did any of your life insurance policies mature, or did you surrender any policies?: yes no

* Did you receive any awards, prizes, hobby income, gambling, or lottery winnings? * Did you receive any awards, prizes, hobby income, gambling, or lottery winnings?: yes no

* Do you expect a large fluctuation in income, deductions, or withholding next year? * Do you expect a large fluctuation in income, deductions, or withholding next year?: yes no

* At any time during 2023, did you receive, sell, exchange, gift or otherwise dispose of a digital asset or a financial interest in a digital asset? * At any time during 2023, did you receive, sell, exchange, gift or otherwise dispose of a digital asset or a financial interest in a digital asset?: yes no

Retirement Information

* Are you an active participant in a pension or retirement plan? * Are you an active participant in a pension or retirement plan?: yes no

* Did you receive any Social Security benefits during the year? * Did you receive any Social Security benefits during the year?: yes no

* Did you make any withdrawals from an IRA, Roth, Keogh, SIMPLE, SEP, 401(k), or other qualified retirement plan? * Did you make any withdrawals from an IRA, Roth, Keogh, SIMPLE, SEP, 401(k), or other qualified retirement plan?: yes no

* Did you make a qualified charitable distribution (QCD) from your IRA? * Did you make a qualified charitable distribution (QCD) from your IRA?: yes no

* Did you receive any lump-sum payments from a pension, profit sharing or 401(k) plan? * Did you receive any lump-sum payments from a pension, profit sharing or 401(k) plan?: yes no

* Did you make any contributions to an IRA, Roth, Keogh, SIMPLE, SEP, 401(k), or other qualified retirement plan? * Did you make any contributions to an IRA, Roth, Keogh, SIMPLE, SEP, 401(k), or other qualified retirement plan?: yes no

Plan Funded Plan Funded: IRA Roth Keogh SIMPLE SEP 401(k) Other qualified retirement plan

Education Information

* Did you, your spouse, or your dependents attend a post-secondary school during the year, or plan to attend one in the coming year? * Did you, your spouse, or your dependents attend a post-secondary school during the year, or plan to attend one in the coming year?: yes no

* Did you have any educational expenses during the year on behalf of yourself, your spouse, or a dependent? * Did you have any educational expenses during the year on behalf of yourself, your spouse, or a dependent?: yes no

* Did anyone in your family receive a scholarship of any kind during the year? * Did anyone in your family receive a scholarship of any kind during the year?: yes no

If yes, were any of the scholarship funds used for expenses other than tuition, such as room and board? If yes, were any of the scholarship funds used for expenses other than tuition, such as room and board?: yes no

* Did you make any withdrawals from an education savings or 529 Plan account? * Did you make any withdrawals from an education savings or 529 Plan account?: yes no

* Did you pay any student loan interest this year? * Did you pay any student loan interest this year?: yes no

* Did you cash any Series EE or I U.S. Savings bonds issued after 1989? * Did you cash any Series EE or I U.S. Savings bonds issued after 1989?: yes no

* Did you make any contributions to an education savings or 529 Plan account? * Did you make any contributions to an education savings or 529 Plan account?: yes no

Health Care Information

* Did you have qualifying health care coverage, such as employer-sponsored coverage or government-sponsored coverage (i.e. Medicare/Medicaid) for your family? "Your family" for health care coverage refers to you, your spouse if filing jointly, and anyone you can claim as a dependent. * Did you have qualifying health care coverage, such as employer-sponsored coverage or government-sponsored coverage (i.e. Medicare/Medicaid) for your family? "Your family" for health care coverage refers to you, your spouse if filing jointly, and anyone you can claim as a dependent.: yes no

* Did you enroll for lower cost Marketplace Coverage through healthcare.gov under the Affordable Care Act? Please provide form 1095-A you received. * Did you enroll for lower cost Marketplace Coverage through healthcare.gov under the Affordable Care Act? Please provide form 1095-A you received.: yes no

* Did you enroll for lower cost Marketplace Coverage through healthcare. the Affordable Care Act and share a policy with anyone who is not included in your family? * Did you enroll for lower cost Marketplace Coverage through healthcare. the Affordable Care Act and share a policy with anyone who is not included in your family?: yes no

* Did you make any contributions to a Health savings account (HSA) or Archer MSA? * Did you make any contributions to a Health savings account (HSA) or Archer MSA?: yes no

* Did you receive any distributions from a Health savings account (HSA), Archer MSA, or Medicare Advantage MSA this year? * Did you receive any distributions from a Health savings account (HSA), Archer MSA, or Medicare Advantage MSA this year?: yes no

* Did you pay long-term care premiums (not disability) for yourself or your family? * Did you pay long-term care premiums (not disability) for yourself or your family?: yes no

If you are a business owner, did you pay health insurance premiums for your employees this year? If you are a business owner, did you pay health insurance premiums for your employees this year?: yes no

Itemized Deduction Information

* Did you incur a casualty or theft loss or any condemnation awards during the year? * Did you incur a casualty or theft loss or any condemnation awards during the year? : yes no

* Did you pay out-of-pocket medical expenses (Co-pays, prescription drugs, etc.)? * Did you pay out-of-pocket medical expenses (Co-pays, prescription drugs, etc.)?: yes no

* Did you make any cash or noncash charitable contributions (clothes, furniture, etc.)? If yes, please provide evidence such as a receipt from the donee organization, a canceled check, or record of payment, to substantiate all contributions made. * Did you make any cash or noncash charitable contributions (clothes, furniture, etc.)? If yes, please provide evidence such as a receipt from the donee organization, a canceled check, or record of payment, to substantiate all contributions made. : yes no

* Did you donate a vehicle or boat during the year? If yes, attach Form 1098-C or other written acknowledgement from the donee organization. * Did you donate a vehicle or boat during the year? If yes, attach Form 1098-C or other written acknowledgement from the donee organization.: yes no

* Did you incur interest expenses associated with any investment accounts you held? * Did you incur interest expenses associated with any investment accounts you held?: yes no

* Did you make any major purchases during the year (cars, boats, etc.)? * Did you make any major purchases during the year (cars, boats, etc.)?: yes no

* Did you make any out-of-state purchases (by telephone, internet, mail, or in person) for which the seller did not collect state sales or use tax? * Did you make any out-of-state purchases (by telephone, internet, mail, or in person) for which the seller did not collect state sales or use tax?: yes no

Miscellaneous Information

* Did you make gifts of more than $17,000 to any individual? * Did you make gifts of more than $17,000 to any individual?: yes no

* Did you engage in any bartering transactions? * Did you engage in any bartering transactions?: yes no

* Did you retire or change jobs this year? * Did you retire or change jobs this year?: yes no

* Did you incur moving costs due to a military move? * Did you incur moving costs due to a military move?: yes no

* Did you pay any individual as a household employee during the year? * Did you pay any individual as a household employee during the year?: yes no

* Did you make energy efficient improvements to your main home this year? * Did you make energy efficient improvements to your main home this year?: yes no

* Did you receive a distribution from, or were you a grantor or transferor for a foreign trust? * Did you receive a distribution from, or were you a grantor or transferor for a foreign trust?: yes no

* Did you have a financial interest in or signature authority over a financial account such as a bank account, securities account, or brokerage account, located in a foreign country? * Did you have a financial interest in or signature authority over a financial account such as a bank account, securities account, or brokerage account, located in a foreign country?: yes no

* Do you have any foreign financial accounts, foreign financial assets, or hold interest in a foreign entity? This does not include mutual funds. * Do you have any foreign financial accounts, foreign financial assets, or hold interest in a foreign entity? This does not include mutual funds.: yes no

* Are you an owner or do you control 25% of a company's ownership interest for a company registered with a secretary of state or similar office before January 1, 2024? * Are you an owner or do you control 25% of a company's ownership interest for a company registered with a secretary of state or similar office before January 1, 2024?: yes no

* Do you plan to become an owner or control at least 25% of a company's ownership interests for a company registered with a secretary of state or similar office for the first time after January 1, 2024? * Do you plan to become an owner or control at least 25% of a company's ownership interests for a company registered with a secretary of state or similar office for the first time after January 1, 2024?: yes no

* Did you receive correspondence from the State or the IRS? * Did you receive correspondence from the State or the IRS?: yes no

If yes, explain:: If yes, explain::

* Do you have previous years of tax returns that are either unfiled or filed with unpaid balances due? * Do you have previous years of tax returns that are either unfiled or filed with unpaid balances due?: yes no

* Do you want to designate $3 to the Presidential Election Campaign Fund? If you check yes, it will not change your tax or reduce your refund. * Do you want to designate $3 to the Presidential Election Campaign Fund? If you check yes, it will not change your tax or reduce your refund.: yes no

Would you like a trusted referral for any of the following: Would you like a trusted referral for any of the following:: Legal Mortgage Broker Life Insurance Realtor Property & Casualty Insurance Investment Advisory Banker Credit Card Processor

* Did you make any estimated tax payments for Federal, State, School district and/or a City? * Did you make any estimated tax payments for Federal, State, School district and/or a City?: yes no

2023 Estimated Payments Paid. Please list any estimates paid in January of 2024 since they pertain to 2023 - Please attach the canceled checks or bank statements.

Federal

Date Paid and Amount Paid: Date Paid and Amount Paid

State

Date Paid and Amount Paid: Date Paid and Amount Paid

School District

Date Paid and Amount Paid: Date Paid and Amount Paid

City

Date Paid and Amount Paid: Date Paid and Amount Paid

CONSENT TO MAIL

Dear Client:

The Generally Accepted Privacy Principles (GAPP) now requires us to obtain your consent before releasing personal information through the United States Postal Service. On occasion we have mailed to you such personal information using USPS first class mail. Please confirm your consent to continue this practice. If you prefer for future mailings to be received certified or UPS, please indicate below. These shipping charges will be billed to you.

Yes I would like Stephenson and Warner to continue mailing personal information to me via USPS priority first class mail.

Signee Name Signee Name

, authorize Stephenson & Warner, Inc. to mail the following:

1. Tax Return and Related Documents for Year Ended

Year Ended Year Ended

2. Other Information

Other Information Other Information

This consent is effective for

Tax Years Tax Years

tax year(s).

Please neatly print the address we are to mail to.

Mail Address Mail Address

Signature Signature

Date Date

No I do not wish to continue receiving personal information via USPS priority first class mail. Please indicate the means in which you would prefer receiving information from Stephenson and Warner:

UPS, Secure Web Portal (a tool for sending and receiving files online), or Other UPS, Secure Web Portal (a tool for sending and receiving files online), or Other

Signature Signature

Date Date

Credit Card Authorization Form

(Optional we prefer cash or check)

As stated in our engagement letter, we will require payment for our services before delivery of your returns. For your convenience, we accept most major credit cards, as well as personal checks and cash. You can also elect to pre-pay our agreed upon fee if you desire. Once your return has been completed you will be notified and you may select your method of payment.

If you prefer to pay via debit/credit card, you can either contact our office directly to provide payment information or you can make a payment by going to: https://www.stephensonwarnercpas.com/make-a-payment

Please email: tmcdannold@sw.cpa securely, mail or, fax the completed form to our office at 513-868-8620. After completion of your tax return the amount indicated will be charged to your credit/ charge card. Please call us at 513-868-8600 if you have any questions.

Thank You.

Once you feel you have ALL of your tax documents (W-2's, 1099's, etc.,) please upload them here.

UPLOAD FILES

You must return to this page to submit the form after uploading your files.