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The information requested on this form is for the preparation of your personal income tax return and relates to you and your family personally, not to your business operations. Please complete this form no later than March 10, 2023.
Maximum number of dependents reached.
If yes, please also provide a copy of your most recent Form 8606 for you and your spouse if we did not prepare it.
Maximum number of addresses reached.
Thank you for allowing us to handle your tax needs. Clients like you are the reason Gift CPAs has been able to serve our community for more than 25 years. With that in mind, we wanted to remind you that we have a referral incentive program geared toward our valued tax clients. If you refer anyone to us and we subsequently prepare their personal tax return, we will give you the choice of a $25 gift certificate to a local restaurant or we will make a $25 donation on your behalf to the charity of your choice. We look forward to working with you this coming tax season. As always, let us know if you have any questions or concerns.
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