Client Information Form
In order to comply with certain IRS and State Tax Authority requirements, WBWilson Tax Service must maintain complete and accurate records on all clients. Therefore, please click here to access and print out the 2020 Tax Client Information Form.
The form should be completed as instructed and included with your other tax documents. If you are using the SmartVault secure client portal to provide your tax documents to WBWilson Tax Service, you should scan the completed form into a PDF or JPEG electronic document and upload it, along with your other tax documents, into your SmartVault portal.