Texas Financial Bonds and Services
Tax Preparation Client Intake Form2025
Filing Status
*
Single
Head of Household
Married Filing Separate
Married Filing Joint
Surviving Spouse
Taxpayer Information
Name
*
First Name
Last Name
Social Security/ITIN
Date of Birth
*
-
Month
-
Day
Year
Date
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Occupation
Did you have Child Care Expenses?
*
Yes
No
Total Childcare Expenses
Are you a full-time student?
*
Yes
No
Are you totally and permanently disabled?
*
Yes
No
Other
Spouse Information
Name
First Name
Last Name
Social Security
Date of Birth
-
Month
-
Day
Year
Date
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Occupation
Are they a full-time student?
*
Yes
No
Are they totally and permanently disabled?
*
Yes
No
Are they legally blind?
*
Yes
No
Are they your dependent?
*
Yes
No
Dependents
Enter your dependents here
Rows
Name
Date of Birth
Relationship to child
Social Security Required
1
2
3
4
5
6
Tax Related Questions
Employment Status
*
Employed
Unemployed
Self-employed
Did you receive a federal tax last year?
*
Yes
No
Did you have health insurance through the Marketplace ?
*
Yes
No
Did you have childcare expences ?
*
Yes
No
Work/Business Income/ Expenses
Rows
YEAR
DATE
MONTH
TOTAL EXPENSE
TOTAL INCOME
ADS
MILES
CONTRACT LABOR
INSURANCE
MORTGAGE PAID TO BANK
OFFICE
SUPPLIES
REPAIRS MAINTEN
TRAVEL
FOOD
GAS/OIL
Are you a victim of identity theft?
*
Yes
No
Do you agree to allow Texas Financial Bonds and Services LLC to use your personal identifying information ONLY for the sole purposes of filing your Federal Income Tax return for tax year 2024
*
Yes
No
Additional comments IP PIN
*
What was the amount of your 2023Refund
*
Acknowledgment & Signature
I confirmed that all information I entered here is accurate and true.
I allow TEXAS FINANCIAL BONDS AND SERVICES to capture my sensitive data like personal id, government id, and other information.
I have read the terms and conditions and privacy policy of TEXAS FINANCIAL BONDS AND SERVICES
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
Taxpayer Signature
*
Date Signed
*
-
Month
-
Day
Year
Date
Spouse Signature
*
File Upload STATE ID
*
Browse Files
Drag and drop files here
Choose a file
Cancel
of
W2 INCOME DOCUMENTS
*
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Social security cards Birth Certificate
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Print
Submit
Submit
Should be Empty: