Ross Tax Pro Software

Ross Tax Prep and Bookkeeping LLC

Client Onboarding · Tax Year 2025 · EFIN 748335

IRS Secure · Pub 4557 Compliant

Personal Info

Filing Status

Income & W-2s

Dependents

Consent & ID

E-Sign

Step 1 of 6 — Personal Info

First Name *

Middle Initial

Last Name *

Suffix (Jr., Sr., etc.)

Social Security Number *

Protected under IRC §6103 — not shared without consent

Date of Birth *

Gender

Occupation

Phone *

Email *

Street Address *

City *

State *

ZIP *

Mother's Maiden Name

Used for identity verification only

Step 1 of 6