T&T Tax Solutions Tax Intake

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

Select Your Tax Professional

Taxpayer’s Name

First NameLast Name

Taxpayer's Email Address

Taxpayer's Phone Number

Example: xxx-xxx-xxxx

Taxpayer's Job Title

Taxpayer's Date of Birth

Example: 01/01/2001

Taxpayer's SSN

Example: xxx-xx-xxxx

Home Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Did you file a 2024 tax return in 2025?

Upload last year's tax return

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tax return

What is your last year's AGI (Adjusted Gross Income)?

Can someone else claim you as a dependent?

What is your marital status as of December?

Did you and your spouse live apart during the year?

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

Spouse's Full Name

Full Name

Spouse's SSN

Example: xxx-xx-xxxx

Spouse's Date of Birth

Example: 01/01/2001

Spouse's Job Title

Spouse's Phone Number

Example: xxx-xxx-xxxx

Spouse's Email Address

Example: example@example.com

Are you trying to buy a new home within the next year?

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

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

How many dependents are you claiming?

Dependent #1

First NameLast Name

Dependent #1’s Date of Birth

01/01/2001

Dependent #1’s SSN

What is Dependent #1's Relationship to you?

(Son, Daughter, Mother, Etc.)

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

Is this Dependent disabled?

Dependent #2

First NameLast Name

Dependent #2’s Date of Birth

Example: 01/01/2001

Dependent #2’s SSN

Example: xxx-xx-xxxx

What is Dependent #2's Relationship to you?

(son, daughter, etc.)

How many months did Dependent #2 live with you in 2024? (If all year, enter 12).

Is this Dependent disabled?

Dependent #3

First NameLast Name

Dependent #3's Date of Birth

01/01/2001

Dependent #3’s SSN

Example: xxx-xx-xxxx

What is Dependent #3's Relationship to you?

(Son, Daughter, Etc.)

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

Is this Dependent disabled?

Dependent #4

First NameLast Name

Dependent #4's Date of Birth

01/01/2001

Dependent #4's SSN

Example: xxx-xx-xxxx

What is Dependent #4's Relationship to you?

(Son, Daughter, Mother, Etc.)

How many months did Dependent #4 live with you in 2024? (If all year, enter 12).

Is this Dependent disabled?

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

Upload a copy of your daycare form here.

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If you do not have a daycare form, please provide Name, Address, EIN/ SSN, and amount paid for childcare:

If requested by the IRS, do you have documentation (i.e. receipts, records) to substantiate your eligibility for the Child Tax Credit, Earned Income Tax Credit and/or Head of Household Filing Status?

Are you self employed or do you own a business?

What is your business name?

What type of business do you have or what type of services do you provide?

Provide a copy of your Business EIN.

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Upload a copy of your DBA or LLC Certificate.

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Did you own livestock or participate in trail ride groups?

Other

Did you have health insurance in 2025?

Was your insurance through:

Other

Upload Taxpayer & Dependent(s)Insurance Document- 1095-A (if applicable).

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Have you ever been denied the Earned Tax Credit (EITC)?

Were you or any of your dependents in college in 2025?

Did you trade any Virtual Currency?

Is there anything else we should know to prepare your taxes?

Taxpayer's Driver's License

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Spouse's Driver's License

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Taxpayer's and Dependent(s ) Social Security Card(s)

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Taxpayer's W-2/ 1099'S

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If you have a 1098-T form, upload it here.

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Self-Employment Expense Log, Summary of Income, Business License, Bank Statements, Receipts, Etc.

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Dependent(s) Birth Certificate(s)

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Dependent(s) Proof of Residency (Lease/Utility Bill)

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Additional Documents

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How would you like to receive your tax refund?

Name of Bank

Consent For Payment

We value our relationship with our clients. We are in the business to provide you with the best service possible. We want to remind you that you are being provided a service and not a tax refund. You as a taxpayer have the option to pay your tax preparation fees by: cash, check, money order, credit card, or directly from your refund.

If you choose to have the tax preparation fees taken from your refund and your taxes are intercepted, YOU ARE STILL RESPONSIBLE FOR THE TAX PREPARATION FEES! Please contact us immediately at our office for payment for payment or payment arrangements. By signing your return you are agreeing to pay the tax preparation fees regardless of if your refund is released or not. After 3 months from the date the refund was scheduled to arrive, if no payment or arrangement is made we will be forced to put your account into collections. We hope to avoid this route, so please keep open communication with us so we can work with you!

The Department of Treasury's Financial Management Services (FMS) can offset ANY UNPAID federal or government debt against your refund WITHOUT prior notice.

Most commonly, the offset is taken for: Past due child support, Debts owed to a federal agency, Unemployment debts owed to state, and/or past due federal student loans.

ACH Authorization Form

I, hereby authorize T&T Tax Solutions to initiate electronic debits to my bank account for the purpose of collecting payment for the services related to the preparation of my tax return. I understand and agree to the following terms:

Payment for Tax Preparation Services: I acknowledge that I am engaging T&T Tax Solutions for the professional service of preparing my tax return. Payment is not contingent upon the approval or funding of my tax refund.

Billing Authorization: In the event that my tax refund is not approved and funded within 30 days through a bank product with a third-party bank, I authorize T&T Tax Solutions to electronically debit my bank account for the full amount of the tax preparation fees as agreed upon. This debit will be initiated as soon as practicable after the 30-day period has lapsed.

Bank Account Information: I have provided accurate and current information regarding my bank account for the purpose of this electronic debit authorization.

Right to Revoke: I understand that I may revoke this authorization at any time by providing written notice to T&T Tax Solutions. Such revocation will not affect any fees or charges that have already been incurred.

Record Keeping: T&T Tax Solutions will retain a copy of this authorization form, and I will receive written notice of any changes in the payment amount or schedule at least 10 days prior to the initiation of any debits.

By signing below, I confirm that I have read and understand the terms of this ACH Authorization Form and agree to be bound by them.

Which type of account would you like your refund deposited into?

Other

Routing Number

Bank Account Number

Primary Taxpayer's Signature

Date

Spouse's Signature

Date for Spouse

Date

TAX INTAKE FORM