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2024-2025 Client Information Form
This form is to be completed by all clients (NEW and RETURNING) in order to complete a accurate tax return. Once you are done, please click 'submit'. When you submit, this will indicate to our team you are finished!
Are you READY to file your tax return OR would like a CONSULTATION?
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Yes, I'm READY for Tahkia to file my taxes🤑
Not yet, I would like to schedule a Paid Tax Consultation with Tahkia
Shopping for a FREE QUOTE? With over 18 years of EXPERIENCE Tahkia does NOT provide FREE quotes and/or estimates. Please ONLY continue if you are READY to file or would like a PAID consultation.
Are you a NEW or LOYAL Client?
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New Client, Welcome to the Family😊
Loyal Client, WE LOVE YOU LIKE ALWAYS🥰
Tax Year
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2024 (Current Tax Year)
2023
2022
2021
Other
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Please choose which forms you want to file:
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Federal
State
We can help you resolve past due tax issues....Do you owe monies to the IRS, student loans, child support or any other federal/state government agency that may garnish your tax refund?
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Yes
No
Other
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Receive any letter or bill from the IRS?
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Yes
No
Did you File a tax return LAST YEAR?
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Yes, I got a REFUND🤑
Yes, I OWED the IRS😒
I'm still WAITING on my refund from last year 😫
No, I didn't file last year tax return.
Are you interested in improving your credit score?
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Yes
No
Other
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Who can we thank for referring you? (List their name)
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Enter Your Name
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First Name
Last Name
Date of Birth
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Social Security Number
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xxx-xx-xxxx
Occupation
Your job title?
Upload your PHOTO ID/DRIVER LICENSE
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Must be VALID not EXPIRED.
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Upload your Social Security Card
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Are you a U.S. Citizen?
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Please Select
Yes
No
Do you have a Identity Protection Pin issued by the IRS?
Yes
No
If yes, please upload your IP Pin from the IRS here.
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Marital Status as of 12/31/2024
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Never Married (Single)
Divorced
Married
Legally Separated but not Divorced
Widowed
Are you LEGALLY MARRIED?
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Yes
No
If married, were you married for ALL of 2024?
Yes
No
Other
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If married, Did you live with your spouse during ANY part of the last SIX months of 2024?
Yes
No
Other
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If you are filing a JOINT return with your spouse please answer the following questions:
Married filing Jointly or Married Filing Separately MUST include your spouse information.
Spouse Name
First Name
Last Name
Spouse Date of Birth
Spouse Social Security Number
xxx-xx-xxxx
Spouse Occupation
Upload SPOUSE PHOTO ID/DRIVER LICENSE
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Upload your SPOUSE Social Security Card
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Do your SPOUSE have a Identity Protection Pin issued by the IRS?
Yes
No
If yes, please upload your SPOUSE IP Pin from the IRS here.
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Mailing Address
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Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Email Address
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Phone Number
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At any time during the tax year, did you receive, sell, exchange, or otherwise dispose of any virtual currency (cryptocurrency)?
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Yes
No
Can someone else claim you as a dependent?
Yes
No
Did you live or work in two or more states in 2024?
Yes
No
UPLOAD a copy of your last year tax return (NEW CLIENTS ONLY)
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Dependent's Information
Please enter your dependents information below. All dependents MUST have a Birth Certificate AND Social Security Card. If you are a PREVIOUS client we may have your documents on file already. No need to upload each year unless our team request new documents.
Dependent's Residency Requirement
If you are claiming any dependents, be sure to upload their SS CARDS, BIRTH CERTIFICATES. In order to file a dependent on your tax return you are attesting that the child/dependent lived with you in the SAME home for more than 6 months of the tax year. If the dependent did NOT live with you for more than HALF of the tax year you CANNOT claim the dependent. If you are audited by the IRS you MUST be able to have DOCUMENTATION that show their address is the same as yours. (e.g. school records, medical records, doctor bills, Medicaid Statement, Social Services Records, or anything that shows your child's name and current address).
Dependent's Name Below:
List the names below of everyone who lived with you last year (except your spouse) AND anyone you supported but did not live with you last year.
Name of Dependent
Date of Birth
Dependent #1 Social Security Number
Relationship to you
Son, Daughter, Niece, Nephew, Parent, etc.)
Number of Months Lived with You in your home During 2024
U.S. Citizen?
Yes
No
Full-Time Student
Yes
No
Totally and Permanently Disabled?
Yes
No
Upload Birth Certificate
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Upload Social Security Card
Browse Files
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Issued Identity Protection Pin (IP PIN)
Yes
No
Name of Dependent
Date of Birth
Dependent #2 Social Security Number
Relationship to you
Son, Daughter, Niece, Nephew, Parent, etc.)
Number of Months Lived with You in your home During 2024
U.S. Citizen?
Yes
No
Full-Time Student
Yes
No
Totally and Permanently Disabled?
Yes
No
Upload Birth Certificate
Browse Files
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of
Upload Social Security Card
Browse Files
Cancel
of
Issued Identity Protection Pin (IP PIN)
Yes
No
Name of Dependent
Date of Birth
Dependent #3 Social Security Number
Relationship to you
Son, Daughter, Niece, Nephew, Parent, etc.)
Number of Months Lived with You in your home During 2024
U.S. Citizen?
Yes
No
Full-Time Student
Yes
No
Totally and Permanently Disabled?
Yes
No
Upload Birth Certificate
Browse Files
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Upload Social Security Card
Browse Files
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of
Issued Identity Protection Pin (IP PIN)
Yes
No
Do you need to add additional dependents?
Yes
No
If YES, please enter additional dependent(s) Name and Date of Birth below:
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Income
Please check the income sources you received at ANY time during the tax year. Please report ALL income received from ALL jobs during 2024.
Received money from any of the following in 2024:
Wages or Salary (W2 Income)
Unemployment
Pension/Retirement Income
Dividend/Sale of Stocks/Real Estate
Rental Income
Farm Income
Additional Types of Income
Self-Employment-Bus. Income (Sch.C)
Uber, Doordash, Shipt, Lyft, Etc.
Disability Benefits
Social Security Income
Interest Income 1099 INT
Alimony Received
Lottery or Gambling Winnings W-2G
Public/State Aid Income
Tips
Other Income
Any other money received during the year? (example: cash payments, jury duty, awards, digital assets, royalties, union strike benefits)
How many jobs you worked at during 2024?
Please Select
1
2
3
4
5
6
7
8
9
10
Upload Your Paystub
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Only if you do NOT have your W2 as of yet?
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Upload Your W2
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Upload Your 1099 (Independent Contractor Jobs like Uber, Door dash, Lyft, Travel Agent, Etc.)
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Upload Any Other Income Documents Not Listed Above
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Are you EXPECTING any other income documents from any other sources such as past employers, Uber, Lyft, Doordash, Shipt, etc.)
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Yes
No
Other
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Expenses
Check the expenses you paid for during the tax year and have documentation.
Paid any of the following expenses to itemize in 2024?
IRA's
Property Tax
Mortgage Interest (Form 1098-INT)
Business Owner/Self Employed
Tax Prep Expenses
Union Dues
Education Expense (1098-T)
Significant Loss or Theft
Taxes: state, local, real estate, sales, etc.
Additional Types of Expenses
Charity of Religous Contributions
Mortgage Investment
Moving Expenses
Medical, dental, prescription expenses
Alimony Paid
Buy or Sell Home
Job Related Expenses
Student loan interest
School supplies by a teacher, teacher’s aide or other educator
Other
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Did any of the following happen during 2024?
You or someone in your family took educational classes (technical school, college, job related, etc.)
Sell a home
Have a health savings account (HSA)
Medical, dental, prescription expenses
Purchase and install energy-efficient home items (example: windows, furnace, insulation, etc.)
Have credit card, mortgage, or other debt cancelled/forgiven by a lender
Have a loss related to a declared Federal disaster area (Hurricane Milton, Hurricane Helene, etc.)
Have a tax credit disallowed (example: earned income credit, child tax credit, or American opportunity credit)
Other
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Please upload Your 1098-T (College Tuition Statement)
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Please upload Your 1098 (Mortgage Interest Form)
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Please upload Your 1099-INT (Bank Account Interest Statement)
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Please upload Any Additional Expense Documents
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Child Care Expense (Credit)
Please complete this section of you pay out of pocket for daycare or afterschool care for children UNDER age 13.
Daycare Name
Phone Number
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Area Code
Phone Number
Federal Tax ID Number (EIN)
Provider Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Total Amount Paid For ChildCare
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Health Insurance
Please make sure you answer this question to the best of your knowledge to avoid your refund being DELAYED!
Did you have health care coverage during the tax year?
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Yes
No
What type of coverage did you have?
Employer/Job Health Plan
Medicaid/State/Healthy Kids Plan
Medicare
Healthcare.Gov Marketplace/ObamaCare
Other
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Did you receive a Health Insurance Coverage Form (1095-A, 1095-B or 1095-C)?
Yes
No
Other
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If yes, please upload Form 1095-A from www.HealthCare.Gov
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E-File Options
Please select how would you like your refund.
Do you want to apply for the Refund Advance?
Yes
No
Not Sure
Please select your REFUND ADVANCE LOAN OPTIONS:
Up to $1,000 (No Interest Charges)
$1,250 to $7,000 (Interest Charges/Fees will apply)
Not Sure
Would you like to add AUDIT PROTECTION for $49.99 to your tax return? (MANDATORY FOR ALL SCHEDULE C/SELF-EMPLOYED RETURNS)
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YES
NO
NOT SURE
How would you like your refund deposited?
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Paper Check (We will call/text when check is ready for pick from our office)
Pre-Paid Debit Card
Direct Deposit
Bank Name for DIRECT DEPOSIT
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Bank Routing Number
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Bank Account Number
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How would you like to pay for your tax preparation services?
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Pay Later...Out of Your Tax Refund
Pay Upfront....Cash, Credit/Debit Card
Other
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I understand that One Cent Financial Services LLC is providing tax preparation services. Once my tax return is COMPLETE, payment for services is considered due regardless if I am getting a tax refund or have a balance due, SERVICES are rendered and payment is expected upon completion. (Initial Below)
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Client Signature
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Date
*
 -
Month
 -
Day
Year
Date
Spouse Signature
Date
 -
Month
 -
Day
Year
Date
Submit
Should be Empty: