TAX ESTIMATE SUBMISSION FORM
Free 2025 Tax Season Estimates
Select Your Tax Professional
*
Please Select
Neshia LaSha - Owner
Katriana Stone - Tax Preparer
Name
First Name
Last Name
Personal Information
Date of Birth
Social Security Number (ONLY IF FILING)
Address:
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Email:
*
example@example.com
Phone Number:
*
-
Area Code
Phone Number
Check all that apply...
*
Self-employed
College Student
Totally or Permanently disabled
Employed
Unemployed
Occupation:
*
Do you own and operate a small business/home based business?
*
Yes
No
Do you have a business license?
Yes
No
What is your EIN? (If you are not a business owner, add your social instead)
*
Example: 56-1307127 or N/A (If it's not applicable)
Do you have a business bank account?
*
Yes
No
Did you receive a 1099?
*
Yes
No
Did you receive unemployment benefits in 2024? (If yes, you will be asked to upload your 1099-G below.)
*
Yes
No
Please upload the following files: (INCOME DOCUMENTS Check Stub, Expense Report, W-2 Form, 1099 or any other income documents (if applicable).
*
Browse Files
Cancel
of
Please upload the following files: (IDENTITY DOCUMENTS - Driver License, State ID, Social Security Cards, Passport Etc....).
*
Browse Files
Cancel
of
If you have any dependents please list how many?
*
Please Select
0
1
2
3
4
5
6
Please list dependent information (i.e. Names and date of birth for dependents):
All dependents you will claim please add here.
Did you pay any childcare in 2024?
*
Yes
No
Please upload the following files: Dependent documents (if applicable) Dependents verification documents are required to claim dependent listed on return.
*
Browse Files
SSCards, Birth Certificate, Medical Card, School Records, Utility Bill ECT...
Cancel
of
Any Additional Information:
Banking Information (Routing Number / Account Number)
Please upload any additional files.
*
Browse Files
Cancel
of
How Did You Hear About HTX?
Who Referred You?
Name:
*
First Name
Last Name
I give HTX TAX PARTNERS permission to view and use all information submitted for a FREE estimate. If I decide to file, I agree to submit any additional required/requested information needed to move forward by completing client intake form. If in any case I am unable to do so or I have emailed additional documents required to file, my signature on this form will be considered valid to file 2024 tax return.
*
Yes
No
Signature
*
DateTime
Save
Submit
Should be Empty: