WELCOME!

To ensure we have the information we need to best serve you, please take a few moments to fill out the form below. If you have any questions, please feel free to contact us at any time. Thank you!

How did you hear about us?

FacebookInstagramReferralWebsite

If someone referred you, please list his or her name here.

Taxpayer's (You) Full Name First and Last (Print)

Current Physical Address

Street Address Line 1

Street Address Line 2

City/State/Zip

Taxpayer's (You) Primary Phone Number

Taxpayer's (You) Secondary Phone Number

Taxpayer's (You) Date of Birth

Date

Taxpayer's (You) Social Security Number

Taxpayer's (You) Email Address

example@example.com

PREFERRED CONTACT METHOD

PHONEEMAILTEXT

What is your marital status as of December 2025?

Single(Not Married)Married living with SpouseMarried not living with Spouse

Did you and your spouse live apart during the tax year?

YesNo

If yes, did you live together at any time after June 30, 2025?

YesNoN/A

Spouse's Full Name.

First NameLast Name

Spouse's SSN

Spouse's Date Of Birth

Date

Spouse's Email Address

example@example.com

Spouse's Job Title

Do you have a business or self-employed?

YESNO

Did you incur expenses to materially operate your business in 2025?

YesNoN/A

Did you pay over half the expenses of maintaining your resident for the entire year?

YesNo

Did you support a child or family member for more than 6 months out the year?

YesNo

How many dependents are you claiming?

Dependent #1 Full First Name

Dependent #1 Full Last Name

Dependent #1 Date of Birth

Date

Dependent #1 Social Security Number

What is Dependent #1 Relationship to You? (son, daughter, sibling, etc.)?

How many months did Dependent #1 live with you in 2025 (If all year, enter 12)

Is Dependent #1 Disabled?

YesNo

Dependent #2 Full First Name

Dependent #2 Full Last Name

Dependent #2 Date of Birth

Date

Dependent #2 Social Security Number

What is Dependent #2 Relationship to You? (son, daughter, sibling, etc.)?

How many months did Dependent #2 live with you in 2025? (If all year, enter 12)

Is Dependent #2 Disabled?

YesNo

Dependent #3 Full First Name

Dependent #3 Full Last Name

Dependent #3 Date of Birth

Date

Dependent #3 Social Security Number

What is Dependent #3 Relationship to You? (son, daughter, sibling, etc.)?

How many months did Dependent #3 live with you in 2025? (If all year, enter 12)

Is Dependent #3 Disabled?

YesN

Are there any dependents in daycare? If yes, please upload the form you received from the daycare provider.

YesNo

Did you receive a 1095-A? (HEALTH INSURANCE MARKETPLACE) If so, please provide this form failure to do so the IRS will hold your tax return.

Did you have more than 1 job in 2025?

YesNo

Did you receive UNEMPLOYMENT benefits in the year 2025?

YesNo

IF YOU RECIEVED UNEMPLOYMENT BENEFITS IN 2025 YOU MUST REPORT THIS INCOME TO YOUR 2025 FEDERAL AND STATE RETURNS. FAILURE TO DO SO THE IRS WILL HOLD YOUR 2025 TAX REFUND.

Did you attend college in 2025? (Even if 1 Semester) If yes, have you received form 1098-T?

How would you like to receive your refund?

Check (Must be picked up in office or Mailed in 24 hours)Refund Advantage Debit Card (Must be picked up in office)Direct Deposit

If Direct Deposit, which type of account would you like your refund deposited into?

Checking AccountSavings Account

Would you like to request a Refund Advance Loan?

YesNo

Name of Bank?

Routing Number?

Bank Account Number?

I AM GIVING TAX MASTERZ LLC AND/OR ASSOCIATED AFFILIATES PERMISSION TO PREPARE ALL FORMS RELATED TO MY TAX RETURN AND I HAVE SIGNED ALL NECESSARY FORMS TO FILE MY FEDERAL INCOME TAX RETURN ELECTRONICALLY. I TAKE FULL RESPONSIBILITY FOR THE ACCURACY OF THIS CLIENT INTAKE FORM AND I UNDERSTAND THAT TAX MASTERZ LLC AND/ OR ASSOCIATED AFFILIATES HOLD NO RESPONIBILITY FOR ANY MISREPRESENTATION OR FALSE CLAIMS.

I HEREBY CERTIFY THAT TO THE BEST OF MY KNOWLEDGE, THE PROVIDED INFORMATION IS TRUE AND ACCURATE.