MT TAX PROS- Filing Application

Money Tree Tax Professionals

832.919.8376

(Please provide a copy of last year's tax return)

DATA INPUT FORM

Taxpayer Name

First NameMiddle NameLast Name

SSN

DOB

Driver's License

Driver's License State

Occupation

Cell Phone

Area CodePhone Number

Work Phone

Area CodePhone Number

Home Phone

Area CodePhone Number

E-mail Address

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Filing Status:

Facebook

Spouse Name (if filing jointly or separately)

First NameMiddle NameLast Name

SSN

DOB

Driver's License

Driver's License State

Occupation

Facebook

Phone Number

Area CodePhone Number

E-mail Address

example@example.com

Dependents If any (scroll over on mobile)

Rows	Name	DOB	SSN	Relationship	Months in the house	Disabled
Dependent
Dependent
Dependent
Dependent

Did you pay for child daycare?

Other

Are you or your spouse permanently disabled?

Do your children reside with you but are being claimed by someone else?

Will you be claimed as a dependent on someone else's tax return?

Did you or anyone receive insurance through the market place?

Did you file taxes last year

Have you recieved a letter or notification from the IRS in the past three years?

Do you owe the IRS or any government agencies

Check those that apply

Direct Deposit (scroll over on mobile)

Rows	Bank name	Account Type	Routing#	Account#
Direct deposit

How were you referred to us?

Where did you file last year?

Reference

Name and/or Number

Reference

Name and/or Number

Reference

Name and/or Number

Here you may upload any or all necessary documents needed to file your taxes such as W-2's, 1099's, identification, etc

Upload a File

Ask questions or concerns regarding your tax expenses

READ AND UNDERSTAND

MT Tax Pros and its employees will comply with all of the provisions of the Revenue procedure for electronic filing or individual and business income tax returns, and related publications of each year of our participation.

Under the penalty of perjury, I/We declare that I/We have read and examined this application and accompanying information, and hereby certify that the information being provided above is true, complete, correct, and accurate to the best of my/our knowledge and belief.

I certify that I have submitted ALL forms and documents for my 2025-year tax return. I understand that any amendments or adjustments needing to be made due to lack of submission will be subjected to additional fees up to $250. By signing this form, I am acknowledging and certify that I understand this council.

** WE WILL PROVIDE A FREE COPY OF YOUR TAX RETURN AT FILING COMPLETION. ANY ADDITIONAL COPIES WILL BE $25.00**

Customer Signature

Date

Spouse Signature

Date

Office Use Only

I hereby certify that the return was prepared with information provided to me by the taxpayer whose signature appears above.

If fraud is suspected, i will notate the file and take neccessary action.

This return was prepared by

Tax Professional Signature

Date