Tax Preparation Client Questionnaire. Ready to schedule your tax preparation services with LLG Accounting & Tax Services? Complete the form below Name * First Name Last Name Tax Filing Status * Single Married Head of Household Qualified Widow Additional Taxpayer First Name Last Name Address * Address 1 Address 2 City State/Province Zip/Postal Code Country State of Residency (if differs from address i.e. military, etc.) Phone * (###) ### #### Date of Birth * MM DD YYYY Additional Taxpayer's Date of Birth MM DD YYYY Social Security Number Additional Taxpayer's Social Security Number Dependents Please include Name, DOB, SSN, Relationship to Taxpayer(s) and # of Months Live in Home Banking Information Banking Institution Name * Routing Number Account Number Account Type Checking Savings Other Thank you!