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English (US)
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Dixon & Son Financial Services
Which tax period do you need assistance with?
2025
2024
2023
2022
Other
Date
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Appointment
Referred By:
Have you Filed with us before? If so when/where?
Did you File a Tax Return last year?
Would you like to apply for an Advance up to $7,500?
Yes
No
Filing Status
Please Select
Single
Head of Household
Married Filing Joint
Married Filing Seperate
Qualifying Widower
Nonresident Alien
How would you like to receive your Refund?
Direct Deposit
Paper Check
Prepaid Card
Taxpayer Information
Taxpayer Information
First Name
Last Name
Age
DOB
SSN
Occupation
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Do you or your spouse have an Identity Protection Pin (IP PIN)
Yes
No
If yes, what is your Identity Protection Pin (IP PIN)?
Bank Name:
Checking or Savings Account?
Checking
Savings
Routing Number:
Account Number:
File Upload (Driver's License, SSC, W2, 1099, 1098, 1095A, Prior Year Tax Return, Proof of Business, etc.)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Are you a full-time student?
yes
no
Are you total disabled?
yes
no
Are you legally blind?
yes
no
Are you being claimed as a dependent on another tax return?
yes
no
Have you ever been audited?
Have any credits ever been disallowed?
Do you owe the IRS? If so, how much?
Do you owe Child Support? If so, how much?
Spouse Information
Spouse Information
First Name
Last Name
Age
DOB
SSN
Occupation
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Are you totally and permanently disabled?
yes
no
Are you legally blind?
yes
no
Are you being claimed as a dependent on someone else’s tax return?
yes
no
Have your credits ever been disallowed?
Have you ever been audited?
Do you owe the IRS? If so, how much?
Do you owe Child Support? If so, how much?
Dependents
Dependents
Rows
Name
DOB
SSN
Relationship
Disabled
Resided with you for 12 months
1.
2.
3.
4.
5.
6.
Does the dependent have any tuition expenses?
yes
no
Does you, your spouse, and your dependents have health insurance within 12 months last year? If yes, who covers for it?
Rows
Medicaid
Medicare
Marketplace Ins
Private Ins
Taxpayer
Spouse
Dependent
Dependent
Dependent
Dependent
Dependent
Tax Related Questions
Employment Status
Employed
Unemployed
Self-Employed
Are you renting?
yes
no
Wha is your current rental amount?
How long have you been at this home ?
Do you have any energy star rated improvements to your home?
Windows
Furnace
Doors
Other
Are you a homeowner?
yes
no
Do you have childcare expenses?
yes
no
Did you take out any of your 401k ?
yes
no
Expenses
Vehicle: Year, Make, & Model
Total business miles:
General Expenses
Rows
Amounts
Supplies
Advertising
Office Expenses
Travel
Meals
Other Expenses
Total Expenses
How long have you owned your business?
Additional Comments
Acknowledgment & Signatures
Acknowledgment & Signatures
I confirmed that all information I entered here is accurate and true.
I allow Dixon & Son Financial Servies LLC" to capture my sensitive data like personal id, government id, social security number (SSN), and other information.
I have read the terms and conditions and privacy policy of Dixon & Son Financial Services LLC".
I consent Dixon & Son Financial Services LLC. To use my entire 2025 Tax Return and information collected during the preparation of my taxes to ensure that any refund settlement products and related banking services that I obtain or apply for can be issued, processed, underwritten, and serviced. The foregoing activities and related services may be performed by one of the following companies and/or their affiliates: TPG
By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
Signature of Taxpayer
Date
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Signature of Spouse
Date
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Submit
Submit
Should be Empty: