• HOLCOMB, INC.
  • APPOINTMENT
    • BOOK YOUR APPOINTMENT
    • CONTACT US
  • PAYMENTS
    • OWE THE IRS?
    • QUARTERLY PAYMENTS
  • INFORMATION
    • HELPFUL SITES
    • DOWNLOAD CENTER
    • PRIVACY POLICY
  • CLIENT ACCOUNT
  • More
    • HOLCOMB, INC.
    • APPOINTMENT
      • BOOK YOUR APPOINTMENT
      • CONTACT US
    • PAYMENTS
      • OWE THE IRS?
      • QUARTERLY PAYMENTS
    • INFORMATION
      • HELPFUL SITES
      • DOWNLOAD CENTER
      • PRIVACY POLICY
    • CLIENT ACCOUNT
  • HOLCOMB, INC.
  • APPOINTMENT
    • BOOK YOUR APPOINTMENT
    • CONTACT US
  • PAYMENTS
    • OWE THE IRS?
    • QUARTERLY PAYMENTS
  • INFORMATION
    • HELPFUL SITES
    • DOWNLOAD CENTER
    • PRIVACY POLICY
  • CLIENT ACCOUNT

New Client Form

2021 Blank Organizer (pdf)

Download

appointment checklist

Personal information

· Last years income tax if you are a new client 

· Name, address, Social Security number and Date of Birth for yourself, spouse and dependents

· Dependent Provider, Name, Address, Tax ID and S.S.N.

· Banking information if Direct Deposit Required

Income Data Required

· Wages and/or Unemployment 

· Interest and/or Dividend Income

· State/Local income tax refunded

· Social Assistance Income

· Pension/Annuity/Stock or Bond Sales

· Contract/Partnership/Trust/Estate Income

· Gambling/Lottery Winnings and Losses/Prizes/Bonus

· Alimony Income

· Rental Income

· Self Employment/Tips

· Foreign Income

Expense Data Required

· Dependent Care Costs

· Education/Tuition Costs/Materials Purchased

· Medical/Dental

· Mortgage/Home Equity Loan Interest/Mortgage Insurance

· Employment Related Expenses

· Gambling/Lottery Expenses

· Tax Return Preparation Expenses

· Investment Expenses

· Real Estate Taxes

· Estimated Tax Payments to Federal and State Government and Dates Paid

· Home Property Taxes

· Charitable Contributions Cash/Non-Cash

· Purchase qualifying for Residential Energy Credit

· IRA Contributions/Retirement Contributions

· Home Purchase/Moving Expenses


Copyright © 2018 Holcomb, Inc - All Rights Reserved.

Online payments have moved to client accounts

All invoices can now be paid through your secure client account. 

Sign In

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

DeclineAccept