Client Update Form | Avizo Group

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Services
Industries
About Us
Thought Leadership
Payments
Contact Us

Basic Information Update Form

To make tax filing season more efficient, we need to collect any changes to your basic filing information before we begin preparation. Please fill out any areas of this form where you or your family experienced a change.

Basic Information Update Form

First Name

Last Name

Did you Move or Change Addresses this Year?

Yes

No

Please provide your new address.

Address Line 1

Address Line 2

City

State

Zip Code

Country

Did You or Your Spouse change Phone Number or Email Address?

Yes

No

Your Updated Phone/Mobile

Spouse Updated Phone/Mobile

Your Updated Email

Spouse Updated Email

Did You Renew Your Driver’s License This Year?

Yes

No

Your Driver's License Number

Issue Date

Expiration Date

Did Your Spouse Renew Their Driver’s License this year?

Yes

No

N/A

Driver's License Number

Issue Date

Expiration Date Spouse

Did You Get Married or Divorced?

No change

Married

Divorced

Spouse Name

Spouse Date of Birth

Provide any Changes to Your Legal Name

Will you File Married Filing Joint this year?

Yes

No

Did you have a Change in Dependents?

Yes

No

Provide their Full Legal Name

Provide their Date of Birth

Provide their Relation to you (son, daughter, parent, etc)

Do You Have a New Bank for Depositing any Refunds or Withdrawing Automatic Payments?

Yes

No

Please provide the bank name. You will need to provide a voided check with your tax documents this year.

Did You or Your Spouse Start a New Job in 2025?

Yes

No

Please Provide the Name of the Company and Whose Job Changed.

Did You or Your Spouse Start a New Business in 2025?

Yes

No

Please Provide the Name of Your Business

What Kind of Entity is the Business?

LLC

Partnership

S Corp

Did You Purchase Property this Year?

Yes

No

Is the Property for Personal or Rental Use?

Personal

Rental

Please Provide Details on Any Other Changes or Questions You Have at This Time

Fairhope

806 North Section Street
Fairhope, AL 36532
251-928-2443

Mobile

3600 Springhill Business Park
Suite 201
Mobile, AL 36608

Foley

7801 Alabama Highway 59
Suite C
Foley, AL 36535

Brewton

115 St. Joseph Avenue
Brewton, AL 36427

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