2025 Tax Prep Form (ALL 50 States)
With THIS submission, I will be filing and submitting your tax return. An estimate will ALWAYS be sent first!
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
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Primary Address (Include Apt #, City, State, Zipcode)
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Are you a full-time student? Please upload 1098-T.
*
Yes
No
PLEASE UPLOAD: 1098-T/1098-E, ALL Social Security cards, Drivers License/ID
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Did you, your spouse, or your dependents obtain health insurance through Marketplace Health Insurance? (You WILL receive a 1095-A! PLEASE UPLOAD)
*
YES, Insurance through the Marketplace was obtained in 2024
NO, I/WE had state insurance (medicaid), insurance through EMPLOYER or was UNINSURED
1095-A *IF YOU HAVE THIS, PLEASE UPLOAD TO AVOID PROCESSING DELAYS!*
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Are you totally and permanently disabled?
*
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.
Format: (000) 000-0000.
Email
example@example.com
Primary Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Dependents
Enter your dependents here
Rows
Name
Relationship
Date of Birth
SSN
1
2
3
4
5
6
Tax Related Questions
Employment Status
*
Employed
Unemployed
Self-employed
PLEASE upload ALL W2's, 1099's, Daycare Statements
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Are you contributing to 401k or other pre-tax account?
Yes
No
Do you have any expenses for child care?
*
Yes
No
Are you currently renting?
*
Yes
No
What is the Landlords name/Property name?
What is the monthly rental amount?
How long have you lived at the property?
# of months
Do you pay utilities? Company name & monthly amount.
Do you own your own home?
Yes
No
Do you have documents that shows you paid for property taxes?
Yes
No
Did you receive a federal tax last year?
*
Yes
No
Were you issued an IPPIN from the IRS? Please type IPPIN below! Type N/A if YOU DO NOT have an IPPIN.
*
Do you want a tax refund advance?
*
YES! Advance up to $1000 with NO BANK FEES
YES! Advance up to $7000 WITH BANK FEES
No thank you!
Bank Account Information
Rows
Bank NAME
Routing Number
Account Number
Bank Info
Please upload screenshot of banking info to assure accuracy.
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Additional comments
Acknowledgment & Signature
I confirmed that all information I entered here is accurate and true.
I allow Tax Pros of SE TX to capture my sensitive data like personal id, government id, and other information.
I have read the terms and conditions and privacy policy of Tax Pros of SE TX.
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
Print
Submit
Should be Empty: