2025 TAX YEAR (Filed in 2026)
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Referral
Previous Cliet
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Do you have an ID.Me account created? If you select "no", please create an account by copying this link. https://api.id.me/en/session/new
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Yes
No
Email
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example@example.com
Taxpayer's Name
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First Name
Last Name
Taxpayer's Phone Number
*
Example: 123-123-1234
Taxpayer's Job Title
Taxpayer's Date of Birth
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-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Taxpayer's SSN
*
Example: 123-12-1234
Taxpayer's Email Address
*
Example@example.com
Spouse's Name
First Name
Last Name
Spouse's SSN
Example: 123-12-1234
Spouse's Date of Birth
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Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Spouse's Phone Number
Example: 123-123-1234
Spouse's Email Address
Example@Example.com
Spouse's Job Title
Home Address
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Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Do you own your home? If yes, please be sure to provide your 1098 Mortgage Statement. Also include any energy efficient updates done in 2024.
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Yes
No
Are you self-employed?
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Yes
No
Do you have a profit and loss statement for 2024 for your business?
Yes
No
How do you file?
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Single
Head of Household
Married Filing Joint
Married Filing Separately (spouse information required)
Did you pay over half the expenses of maintaining your residence for the entire year?
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Yes
No
Did you support a child or family member for more than 6 months out of the year
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Yes
No
If yes to the previous question, did you live together at any time after June 30,2024?
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Yes
No
Not Applicable
Are you on any Government Assistance?
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Yes
No
How many dependents are you claiming?
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Please Select
0
1
2
3
4
5
more than 5
Dependent #1
First Name
Last Name
Dependent #1 Date of Birth
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Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Dependent #1 SSN
Example: 123-12-1234
What is Dependent #1's Relationship to you?
How many months did Dependent #1 live with you in 2024? (if all year, enter 12)
Dependent #2
First Name
Last Name
Dependent #2 Date of Birth
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Dependent #2 SSN
Example: 123-12-1234
What is Dependent #2's Relationship to you?
How many months did Dependent #2 live with you in 2024? (if all year, enter 12)
Dependent #3
First Name
Last Name
Dependent #3 Date of Birth
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Dependent #3 SSN
Example: 123-12-1234
What is Dependent #3's Relationship to you?
How many months did Dependent #3 live with you in 2024? (if all year, enter 12)
Dependent #4
First Name
Last Name
Dependent #4 Date of Birth
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Dependent #4 SSN
Example: 123-12-1234
How many months did Dependent #4 live with you in 2024? (if all year, enter 12)
What is Dependent #4's Relationship to you?
Dependent #5
First Name
Last Name
Dependent #5 Date of Birth
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Dependent #5 SSN
Example: 123-12-1234
What is Dependent #5's Relationship to you?
How many months did Dependent #5 live with you in 2024? (if all year, enter 12)
Are any of your dependents in daycare? If yes, please upload the form you received from your daycare provider.
Yes
No
Would you like to apply for a cash advance?
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Yes
No
How would you like to receive your tax refund?
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Check (only available for in office visits)
Direct Deposit (please fill out the bank information below if 'direct deposit' is selected)
Prepaid Card
Name of Bank
Which type of account would you like your refund deposited into?
Checking Account
Savings Account
Other
Routing Number
Bank Account Number
Can someone else claim you as a dependent?
Yes
No
Did you have health insurance in 2024?
Yes
No
Did you have health insurance for the entire year?
Yes
No
Who was your insurance coverage through in 2024?
Have you ever been denied the Earned Tax Credit (EITC)
Yes
No
Did you trade any virtual currency?
Yes
No
Were you or any of your dependents in college in 2024?
Yes
No
Have you already claimed a college credit in past tax years?
Yes
No
Do you have a 1098-T Form for either you or your dependents?
Yes
No
Are you interested in AUDIT PROTECTION? There is a fee associated within your tax return.
Yes
No
CLIENT NON PAYMENT/ OFFSET CLAUSE
At TaxMax On The Go, we strive to assist all of our clients in their tax needs, however we understand that situations arise. IF your refund is offset by the IRS, student loans, child support or your check is mailed, you are still obligated to pay our company the fees associated with filing your tax return.
By signing the agreement you acknowledge that if payment is not made in full within 30 days, legal actions will be sought to resolve payment.
EMAIL ALL DOCUMENTATION TO TAXMAXGROUP@GMAIL.COM
Please confirm that you have read the above statement by typing "yes" and entering your full name.
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Primary Taxpayer's Signature
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I am giving TaxMax Group permission to prepare all forms related to my tax return; to apply for and secure RAC's and RAL's on my behalf; and sign all necessary forms and file my taxes electronically. I take full responsibility for the accuracy of this form and understand that TaxMax Group and/or associated affiliates hold no responsibility for any misrepresentation or false claims.
Primary Taxpayer's Signature
*
Date
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-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Spouse's Signature (If no spouse, leave blank)
Date
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Submit
Should be Empty: