2026 Tax Prep Form (ALL 50 States)
With THIS submission, I will be filing and submitting your tax return.
Filing Status
*
Single
Head of Household
Married Filing Separate
Married Filing Joint
Qualifying Widower
Taxpayer Information
Name
*
First Name
Last Name
Age
*
Date of Birth
*
-
Month
-
Day
Year
Date
Phone Number (Needed for access to your online portal)
*
Please enter a valid phone number.
Email
*
example@example.com
Primary Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Are you a full-time student? Please upload 1098-T or 1098-E!
*
Yes
No
1098-T or 1098-E
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Are you totally and permanently disabled?
*
Yes
No
Are you legally blind?
Yes
No
Spouse Information
Name
First Name
Last Name
Age
Date of Birth
-
Month
-
Day
Year
Date
Phone Number
Please enter a valid phone number.
Email
example@example.com
Primary Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Are they a full-time student? Please add 1098-T or 1098-E!
Yes
No
1098-T or 1098-E
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Dependents
Enter Your Dependents Here
Name
Date of Birth
SSN
Child 1
Child 2
Child 3
Child 4
Child 5
Please upload ALL documents including: DRIVERS LICENSE/ID, Social Security Cards OR Birth Certificates!
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Did you, your spouse, or your dependents have health insurance within any of the 12 months last year? If yes, what was your monthly premium?
Tax Related Questions
Employment Status
*
Employed
Unemployed
Self-employed
SELF-EMPLOYED ONLY: Business name or EIN, Type of business and your Annual Income. You MAY attach any relevant documents.
SELF EMPLOYED ONLY: Attach ANY relevant documents
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W2 TAXPAYERS & 1099 TAXPAYERS ONLY! Please upload W2's & 1099's. (May attach multiple files)
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Please select what state return are you requesting?
State return
School
Local
RITA
County returns
Does your dependents have tuition expenses?
Yes
No
Did you pay any expenses for child care?
Yes
No
Are you currently renting?
*
Yes
No
FOR MICHIGAN, INDIANA, NJ, & NY ONLY!! What is the monthly rental amount? Address? Landlord/Property Management Name?
Do you own your own home?
Yes
No
Did you receive a federal tax last year?
*
Yes
No
Are you a victim of identity theft?
*
Yes
No
*IMPORTANT* Banking Information!
*
Account #
Routing #
BANK Information
*IMPORTANT* You MAY upload screenshot of banking details to verify accuracy!
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Do you want to apply for a Tax Refund ADVANCE up to $7000?
*
Yes! $1001-7000 with bank transfer fees
Yes! Up to $1000 with NO bank transfer fees!
No thank you!
Do you have any past due financial obligations to any Federal or State Agencies that could intercept your return?
*
Yes
No!
Not exactly sure.
Were you issued an IPPIN? (They do RENEW) If yes, please provide below.
Additional comments?
Acknowledgment & Signature
I confirmed that all information I entered here is accurate and true to my best knowledge.
I allow Tax Pros of Southeast Texas to capture my sensitive data like personal id, government id, and other information to submit my tax return for 2025 working year.
I have read the terms and conditions of Tax Pros of Southeast Texas and certify the information I have provided is not fraudulent.
By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
Date Signed
*
-
Month
-
Day
Year
Date
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