Please complete so that we have your most current information on file (Upload to your portal or bring in). Do not email!
First Name / Last Name_________________________________________________________________________________________________
SS# / Date of Birth_____________________________________________ (DOD)_________________________
Spouse First Name / Last
Name ________________________________________________________________________________________________
SS# / Date of Birth_____________________________________________ (DOD)_________________________
Current mailing address_______________________________________________________________________________________________
Apt # _____
City /State / Zip Code ___________________________________________________________________________________________________
Cell Phone# for calls/texts_______________________________________________________
Email address_______________________________________________________________________________________
Did you pay for health insurance? Yes_ (1095A) No_ / Internet Virtual Currency during tax year? Yes ___No___
Students! Scholarship amount was used for fees, books or supplies $__________________
Scholarship amount included in your W2 income $__________________
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Claiming Dependents? Yes ___ or No
___ If yes, are they SAME dependents as last year? Yes ___ No___ (if no, make add or delete below)
Dependents name DOB & SS# Relationship #of Months Student or
First/Last in Home Disabled
_________________________________________ ___________________________________ ____________ _____ _____
_________________________________________ ___________________________________ ____________ _____ _____
_________________________________________ ___________________________________ ____________ _____ _____
_________________________________________ ___________________________________ ____________ _____ _____
_________________________________________ ___________________________________ ____________ _____ _____
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P.S. Don't trust one of your
biggest financial decisions to a stranger, contact us for all of your real estate
needs at 803.265.2771. Let the 'Team
Bryant' put our trusted accounting and real estate expertise and experience to
work for you.
Are you or anyone you know of going to purchasing or sell a home or
investment property this year?
Yes ___ or No ___
Name of referral ________________________________________________________________
Email/Phone # _________________________________________________________________