top of page

Taxes and Accounting

File Taxes
Services
- We do 1099s.
Business Center
Resources
Contact
- About
More

Use tab to navigate through the menu items.

Welcome to tax season 2024.

Client Information Form

Client Information Form

First name

Last Initial

Email

Phone Number

Occupation

Select Filing Status

Do you claim a dependent(s)?

Did you health care coverage with a government Marketplace Exchange? If yes, please provide your pro with Form 1095-A.

Do you wish $3 to go to the Presidential Election Campaign?

Do you plan to direct deposit for your refund (if applicible)?

Prior clients, are you using the same bank info as last year?

Account type:

Checkings

Savings

Note: Please do not provide account number at this time.

Notes/ Comments about your taxes:

Thank you for choosing L & M Tax Plus.

L & M Tax Plus

9635 Southern Pine Blvd, Suite 140
Charlotte, NC 28273 | Tel: 704-817-8038

bottom of page