• 2025 TAX CLIENT INTAKE FORM

  • What is your 2024 Tax Filing Status
  • *Do You Have a IRS PIN for you or Child?📌
  • Are you self employed?*
  • What is your marital status as of December*
  • Did you and your spouse live apart during the 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?*
  • If yes, did you live together at any time after June 30, 2025?*
  • Are you on any Government Assistance*
  • Are there any dependents in daycare? If yes, please upload the form you received from your daycare provider.
  • Can someone else claim you or your dependents as a dependent?*
  • *How would you like to receive your tax refund?
  • Which type of account would you like your refund deposited into?

  • Did you have health insurance for the entire year?
  • Have you ever been denied the Earned Tax Credit (EITC)?*
  • *Do You Owe Child Support? The IRS ? Or Student Loans ?*
  • *Were you or any of your dependents in college in 2025?
  • *Do you have a 1098-T (School) Form for either you or your dependents?
  • Did you trade any Virtual Currency
  • How did you hear about us?
  • Attention Business Owners

  • Biden has hired 87,000 new tax auditors to audit Earned Income and Child Tax Credit Clients, Schedule C Clients, and Education Credits, meaning everyone has a greater chance of being audited. To decrease your chances, please provide any documentation you have to support or proof that your dependents lived with you; if you are claiming education credits, please provide a 1098-T or proof of enrollment in school. Schedule C clients, please provide as much information as possible (EINs, receipts of income & expenses, a written statement of total revenue and expenses, cash apps, Zelle, or bank statement records).

    My goal is to keep you and our company from any audits or questions, and with your help in providing as much information as you can, we can do that together.

    We will add $99 audit protection for all Schedule C clients, and it is also recommended for anyone claiming any of the credits mentioned above!!!!!

  • Are you interested in AUDIT PROTECTION?
  • Are you interested in ADVANCE LOAN ?
  • Do you have a FREEZE on Credit? It will prevent advance loan! (Please Unlock )
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  • Please Provide as much Details about your Self employment or Business income and expenses that can assist us . (If you need us to reconstruct your income that will be a extra cost to taxpayer! 

  • I have attached or included with this form all W2s, 1099s, a copy of my identification and social security card if available as well as all other documents that are relevant to preparing my taxes.

    I understand and agree that I will receive an email, call or text notification within 24/48 hours notifying me of my expected Federal & State Tax Outcome or an update within 48 hours.

  • Consent and Agreement

     
    By submitting 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 above and acknowledge that it will be handled with the utmost confidentiality and in compliance with applicable laws. 
    By checking “I agree” and signing below, I confirm my understanding and consent.

  • Check if you Agree to Proceed .
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