PRUDENTIAL TAX SERVICES INTAKE FORM

  • Hello, and thank you for choosing Prudential Tax Services! Please fill out the form below to submit your tax information. 

     

    Once documents are submitted, please give us 72 hours to review your information. We will contact you by phone to verify your identity and let you know your amount and fees. We'll then send you an email asking you to e-sign your tax return.

     

    If you have any questions, before completing this form, please do not hesitate to contact our team by the two options below: 

    Via Email: marquisha@prutaxpro.com

    Via Text: (334) 203-5071

     

    WE DO NOT PROVIDE ESTIMATES

     

    Consent and Agreement

    By completing this application, I acknowledge and agree to provide my personal information, including but not limited to my full name, date of birth, social security number, current address, banking information, and any other necessary details. I understand that this information is required for verification purposes, accurate tax return preparation, and to ensure the timely processing of any refunds, credits, or payments I may be eligible to receive. 

    I confirm that all the information provided is accurate and up-to-date. I further consent to the use of this information solely for the purposes outlined below and acknowledge that it will be handled with the utmost confidentiality and in compliance with applicable laws.

    By signing below, I confirm my understanding and consent

  • Do you have a copy of your prior year tax return?*
  • Were you previously issued an Identity Protection PIN (IP PIN) by the IRS?*
  • Taxpayer Date of Birth*
     - -
  • Format: (000) 000-0000.
  • Will you be filing a tax return with your spouse?*
  • Did the taxpayer work in 2025*
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  • Spouse Date of Birth
     - -
  • Format: (000) 000-0000.
  • Were you previously issued an Identity Protection PIN (IP PIN) by the IRS?
  • Can another taxpayer claim you as a dependent on their tax return?
  • Did the spouse work in 2024?
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  • Dependent Information

  • Do you have any dependents you will claim on your 2025 tax return?*
  • How many dependents will you claim on your 2025 tax return?*
  • Was dependent (1) claimed on your tax return last year?*

  • Dependent 1

  • Dependent (1) Date of Birth*
     - -
  • Is dependent (1) your biological child?*
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  • Dependent 2

  • Was dependent (2) claimed on your tax return last year?
  • Dependent (2) Date of Birth
     - -
  • Is dependent (2) your biological child?
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  • Dependent 3

  • Was dependent (3) claimed on your tax return last year?
  • Dependent (3) Date of Birth
     - -
  • Is dependent (3) your biological child?
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  • Four or more dependents

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  • Child Care Expense Information

  • Did you pay any child care expenses for any dependents listed above?*
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  • Did you, your spouse, or any dependents attend college in 2025?*
  • Did the student attend college at least half time?
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  • Additional Person?
  • Did the student attend college at least half time?
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  • Did you, your spouse or dependents receive health insurance through the Marketplace in 2025 and receive Form 1095-A?*
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  • Did you or your spouse receive unemployment benefits in 2025?*
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  • Mortgage and Other Information

  • Do you rent or own your current residence?*
  • If you own your home, have you received form 1098 from your mortgage lender?*
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  • Did you or your spouse have any gambling winnings in 2025?*
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  • Did you or your spouse receive social security benefits in 2025?*
  • Did you purchase a vehicle in 2025?*
  • Did you or your spouse withdraw money from your 401k in 2025?*
  • Did you receive any earnings from interest or dividends in 2025?*
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  • Are you self-employed?*
  • Would you like your tax refund direct deposited into your bank account? If so, please complete bank information below:
  • Would you like to receive a text message when your refund is funded?
  • Should be Empty: