Tax Preparation I New Client Only
Hello, Thank you for choosing ICT Tax Pro service to assist you in making your tax season as seamless and as stress free as possible. Please enter your information as accurately and true as possible. Please also upload your required documents that are needed to process your 2025 Tax Return.
Tax Preparer Name
*
First Name
Last Name
Referred by Someone? Please enter their name
First, Last
Tax Payer Full Name
*
First Name
Last Name
Spouse Name (if filing jointly)
First Name
Last Name
Tax payer Social Security number
*
Spouse Social Security Number
Tax payer Date of Birth
*
-
Month
-
Day
Year
Date
Spouse Date of Birth
-
Month
-
Day
Year
Date
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Tax payer Email Address
*
example@example.com
Spouse Email Address
example@example.com
Tax payer occupation
*
Spouse occupation
DEPENDENTS
Please enter dependents information * if applicable*
Dependent #1
First Name
Last Name
Dependent #1 Social Security Number
Dependent #1 Date of birth
Date
Relationship to dependent
Child
Step Child
Grand Child
Foster Child
Other
Dependent #2
Name
First Name
Last Name
Dependent #2 Social security number
Dependent #2 Date of birth
Relationship to dependent
Child
Step Child
Grand Child
Foster Child
Other
Dependent #3
Name
First Name
Last Name
Dependent #3 Date of Birth
Dependent #3 Social Security number
Relationship to dependent
Child
Step Child
Grand Child
Foster Child
Other
If any of your dependents are disabled, please list them here
Are you disabled?
Yes
No
What is your filing status?
*
Single
Head of household
Married filing jointly
Married filing seperate
Qualifying widow
Did you receive a refund last year?
Yes
No
Were you audited by the IRS last year?
Yes
No
If you were audited, the IRS would of issued you a IP PIN. Please list that number here.
Did you and/or your dependents have Market place insurance in 2024?
Yes
No
Did you have any credits that were disallowed or reduced?
Yes
No
If you have any credits that were disallowed or reduced, please enter here.
2024 Identity protection PIN
Who issued the protection PIN
What documents will you provide for proof of residency for child dependents?
School Report Card
Doctor letter
Government assistance EX: food stamps, sect 8, or public housing
Lease with dependents names listed
Upload proof of residency for all dependent listed on return
*
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If filing Head of Household, which documents will you provide?
Utility Statement
Rental Lease
Rent receipt
Mortgage interest payments
Property Tax form/payments
Upload Proof of Household (if applicable)
*
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Please upload your ID/DL for you and your spouse (if applicable)
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Please upload social security cards for each individual list on return.
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Please answer only if it applies to you.
If your address is different then the one on your government ID or DL, please indicate reason why.
If applicable, please indicate why you are claiming a dependent that is not related to you. What are the circumstances that you have supported this dependent for at least 6 months of 2024. Please outline the support you have provided to this dependent.
Are all of the dependents being claimed related to the taxpayer by birth or bloodline? If not, please identify which child(ren) are not related.
Please answer if applicable, if your last name is different than your dependent's last names, that you are filing, what is the reason why? Please indicate the reason why there is a difference in the last names between you and your dependents.
Please answer only applicable: If your income is at or below $13,000 and you have 2 or more children, how were you able to maintain the household. For Ex: did you receive government assistance such as SNAP, Sect 8, public housing, or other?
If you are the father of the child(ren) and claiming them on this return. Please indicate the reason why the child is living with you and not the mother. Please outline the support that you have provided to the child(ren).
Federal Financial documents
Financial Tax Documents (W2, 1099, Unemployment, social security, and ect.)
*
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If you received a 1099G form for unemployment, please upload it here
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If you received a 1098T form from school, please upload that here
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Did you have a business in 2024? Includes 1099's or side business. Ex: hair braiding, hair stylist, baby sitting, uber, lyft, door dash, nails, lashes, makeup, ect. If so, what is the name and nature of your business. If you don't have a name, you can bypass the name.
Other Documents
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Would you like to apply for the Cash Advance up to $6K? *No credit check needed and you will be notified within 24 hrs.*
YES
NO
How would you like your refund?
Direct Deposit
Check by mail
Direct Deposit
*If applicable
Bank Name
Bank Routing Number
Bank Account Number
ADDITIONAL COMMENTS
Please leave additional information if needed.
Tax Payer Signature (Must be legible)
Spouse Signature (if filing jointly)
Date
-
Month
-
Day
Year
Date
By clicking the submit button, I agree to the terms & conditions. *I acknowledge that all information provided to ICT Tax Pro is true and accurate to the best of my knowledge. I understand I am required to have any supporting documentation to validate the information provided. I understand that knowingly providing false information on my tax return and reporting it to the IRS, that I am taking part in a potentially criminal penalty situation and is punishable by law including but not limited to facing court dates, restitution, and possible imprisonment. I waive ICT Tax Pro Financial Services and the prepare of any error because of incorrect information provided be me.*
I Agree
Note section: Tax Preparer Only
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