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Client Data Tax Form
Tax Year 2025
Name
*
First Name
Last Name
Spouse Name (if applicable)
First Name
Last Name
Primary Taxpayer Email Address
*
example@example.com
Phone Number
*
-
Area Code
Phone Number
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
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Date of Birth
*
-
Month
-
Day
Year
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Social Security Number
*
Ex. format (xxx-xx-xxxx)
Occupation
Spouse's Date of Birth (if applicable)
-
Month
-
Day
Year
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Spouse's Social Security Number (if applicable)
Ex. format (xxx-xx-xxxx)
Spouse's Occupation (if applicable)
Upload Valid Photo ID
*
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Driver's License, Passport or Identification Card.
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Upload Taxpayer SSC
*
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Are you married or single?
Married
Legally separated
Other
Are you self-employed? If you are self employed do you have proper documentation to support your business? (LLC, bank statements, receipts, expense/revenue documents, etc.)
Yes
No
Upload Taxpayer W2’s or 1099 Contractors Form
*
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Ex. W2 or 1099 contractor form
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Upload Taxpayer proof of business documentation
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Ex. cash app transactions statement, bank statements, official LLC docs, expense sheet
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How much did you make in 2025 self employed income?
Enter in dollar amount
Do you file with an IPPIN number?
Enter ID Pin
Are you a homeowner claiming 1098 Mortgage Interest Statement?
Yes
No
Upload 1098 Mortgage Interest Statement
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Did the primary taxpayer receive a form 1095-A health insurance marketplace statement? AKA Obama Care
Yes
No
Are you waiting on W2’s from another employer ?
Yes
No
Do you have any dependents, you are claiming on your 2025 tax return?
Yes
No
Did the dependents you are claiming stay with you at least 6 months plus for the year 2025?
Yes
No
Did you provide all expense for your dependents for the year 2025?
Yes
No
Dependent #1 - Name
First Name
Last Name
Dependent #1 - Social Security Number
Ex. format (xxx-xx-xxxx)
Dependent #1 - Date of Birth
-
Month
-
Day
Year
Dependent #1 - Relationship
Daughter
Son
Other
Upload Dependent SSC
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Ex. Social security card
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Dependent #2 - Name
First Name
Last Name
Dependent #2 - Social Security Number
Ex. format (xxx-xx-xxxx)
Dependent #2 - Date of Birth
-
Month
-
Day
Year
Dependent #2 - Relationship
Daughter
Son
Other
Upload Dependent SSC
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Ex. Social security card
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Dependent #3 - Name
First Name
Last Name
Dependent #3 - Social Security Number
Ex. format (xxx-xx-xxxx)
Dependent #3 - Date of Birth
-
Month
-
Day
Year
Dependent #3 - Relationship
Daughter
Son
Other
Please upload Dependent Identification Documents.
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Ex. Social Security Card
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Do you pay for Child or Dependent Care Expenses? If Yes, please list the Provider's Name and EIN. If No, please type "N/A"
Please upload Dependent Childcare Form
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Did you receive 1099G Unemployment Form for the year 2025?
*
Yes
No
Upload 1099G Unemployment Form
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Ex. 1099G Unemployment Compensation
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Did you receive a 1099R form for the year 2025?
*
Yes
No
Upload 1099 R Form
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Ex. 1099G Unemployment Compensation
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Did you attend school and receive a 1098T Tuition Statement from your college or university?
*
Yes
No
Did you pay any out of pocket tuition or expenses for your college or university?
*
Yes
No
Upload 1098T Tuition Statement Form
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Ex. 1098T
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Did you file a federal tax return for 2023 and 2024 ?
*
Yes
No
Did you have friends of family members that are looking to get the MAX BACK this year ?
*
Yes
No
Would you like to apply for up to $7000 cash advance?
*
Yes
No
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Signature
*
TAXPAYER CERTIFICATIONS: I CERTIFY THAT THE INFORMATION PROVIDED ON THIS QUESTIONAIRE IS INFORMATION PROVIDED BY ME. I WISH THAT MY 2023 TAX RETURN BE PREPARED USING THIS INFORMATION. I RESERVE THE RIGHT TO CHECK THE RETURN TO MAKE SURE THAT THE INFORMATION ON my TAX RETURN REFLECTS INFORMATION PROVIDED BY ME OR MY SPOUSE.
Want an extra $100? Please refer 5 people, with numbers, you know who needs their taxes done and cash advance.
*
Other
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How do you want your refund?
*
Direct Deposit
NetSpend Debit Card
Check printed in Office
Walmart2Walmart
Signature
*
Any services provided under this agreement must be paid “AS Services Rendered”, even if you are under financial obligation to the IRS and/or the state in which you file. The amount charged to complete your taxes must be paid, in full, at the time of service. If you choose the bank option and your return is delayed or not issued due, payment for tax preparation is still due.
Date
*
-
Month
-
Day
Year
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Signature
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Submit
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