2025 CLIENT INTAKE FORM

Filing Status?*

Primary Taxpayer FULL Name*

First NameLast Name

Taxpayer's SSN*

Taxpayer's Birthdate*

Date

Primary Taxpayer's Occupation*

Are you disabled or blind if so please enter it below.*

Taxpayer Phone Number*

Please enter a valid phone number.Format: (000) 000-0000.

Taxpayer Email Address*

example@example.com

Were you legally married on the last day of the year?*

YESNO

Spouse FULL name (type n/a, if non applicable)*

First NameLast Name

Spouse Occupation (type n/a, if non applicable)*

Spouses birthdate

Date

Spouse Social Security Number (type n/a, if non applicable)*

Is you spouse disabled or blind?

Spouse phone number (put all 9's if not applicable)*

Format: (000) 000-0000.

Spouse Email Address (type n/a, if non applicable)

example@example.com

Do you and your spouse reside at same residence address?*

YESNONot Applicable

CURRENT Street Address*

Apartment Number (type n/a, if non applicable)*

City*

State*

Zip/Postal Code*

Can you or your spouse be claimed as a dependent on another persons tax return?*

YESNO

Did you, your spouse or anyone else on this return receive unemployment for the tax year you are filing?*

YESNO

Has the IRS ever banned you or your spouse from receiving tax credits? Such as earned income credit, child tax credit, head of household, or college credits?*

YESNO

Do you or your spouse owe child support? You may call the treasury offset automated line if you are unsure 800-304-3107.*

YESNO

Do you or your spouse owe unemployment? You may call the treasury offset automated line if you are unsure 800-304-3107.*

YESNO

Do you or your spouse owe student loans? You may call the treasury offset automated line if you are unsure 800-304-3107.*

YESNO

Do you or your spouse owe the state? You may call the treasury offset automated line if you are unsure 800-304-3107.*

YESNO

Do you or your spouse owe the IRS? You may call the IRS directly if you are unsure 1-800-829-1040 or login to the IRS website view your "account balance". Your tax preparer may request a screenshot of your IRS "account balance to be uploaded to the TaxestoGo app*

YESNO

Whether on vacation, working or living, were you in a state where a natural disaster occured in the last 2 years?*

YESNO

Last year did you purchase an electric vehicle?*

YESNO

Did you make any charitable donations?*

YESNO

Did you pay tithes?*

YESNO

Do you have any gambling loss to report?*

YESNO

Do you have proof of a bad debt that someone owes you but you were unable to collect on?*

YESNO

Did you sell any stocks?*

YESNO

Are you a teacher/educator?*

YESNO

Did you have any job related out of pocket moving expenses?*

YESNO

Did you operate/own a farm?*

YESNO

Do you currently own or rent at your residence?*

OWNRENT

Did you sell a home last year?*

YesNo

Was any debt forgiven on a home you owned in the past due to foreclosure, repossession, abandonment or loan modification?*

YesNo

Will you be purchasing a home this year?*

YesNo

Did you make any environmental upgrades to your residence? Such as solar panels, windows, indoors etc.*

OWNRENTNOT APPLICABLE

YOU MUST PROVIDE YOUR TAX PREPARER WITH A COPY OF YOUR SOLAR PANEL CONTRACT OR RECEIPTS/BANK STATEMENT FOR UPGRADES. UPLOAD THE DOCS TO YOUR PORTAL. NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.

If filing status is HEAD OF HOUSEHOLD, Please list the total amount of monthly household expenses at your residence. Write n/a if not applicable*

Do YOU personally pay 51% or more of your household living expenses?*

YesI pay bills but I do NOT pay 51% or more of them

What is the name of your heating company provider?

What is your landlords name and address if you are a renter? Write N/A if non applicable. *

If filing status is HEAD OF HOUSEHOLD, please list ALL monthly expenses YOU personally pay AND the amount. (I.E Rent-$0.00, Utilities-$0.00,Food-$0.00, Car note-$0.00. Write n/a if not applicable*

What kind of government assistance did you receive for the tax year you are filing?Write n/a if not applicable How much did you receive?*

YOU MUST PROVIDE YOUR TAX PREPARER WITH A UTILITY BILL OR LEASE IN YOUR NAME for HEADOFHOUSEHOLD CLAIM.If you are claiming the head of household credit.UPLOAD THE DOCS TO YOUR PORTAL. NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.

Do you have dependents to claim in which you provide more than 51% of the living expenses for AND that have lived with you for more than 6 months?*

YesNo

We're any of your dependents legally married on the last day of the year?*

YesNoN/A (if you have dependents on your return you MUST answer yes or no

How many dependents will you be claiming?*

List Dependent 1 name and date of birth and relationship and social security number(Write N/A if not applicable)

List Dependent 2 name and date of birth and relationship and social security number (Write N/A if not applicable)

List Dependent 3 name and date of birth and relationship and social security number (Write N/A if not applicable)

List Dependent 4 name and date of birth and relationship and social security number (Write N/A if not applicable)

List Dependent 5 name and date of birth and relationship and social security number (Write N/A if not applicable)

By typing my full name below, you agree that you understand that you may not claim a dependent who did not live with you for more than 6 months and you understand and have been made aware of TIEBREAKER RULES: To determine which person can treat the child as a qualifying child, the following tiebreaker rules apply:If only one of the persons is the child’s parent, the child is treated as the qualifying child of the parent.if the parents do not file a joint return together but both parents claim the child as a qualifying child, the IRS will treat the child as the qualifying child of the parent with whom the child lived with for the longer period of time during the year. If the child lived with each parent for the same amount of time, the IRS will treat the child as the qualifying child of the parent who had the higher adjusted gross income (AGI) for the year.If no parent can claim the child as a qualifying child, the child is treated as the qualifying child of the person who had the highest AGI for the year.If a parent can claim the child as a qualifying child but no parent does claim the child, the child is treated as the qualifying child of the person who had the highest AGI for the year, but only if that person’s AGI is higher than the highest AGI of any of the child’s parents who can claim the child. *

Is any of your dependents on this return disabled or blind? If so which one?*

YESNON/A

Is ANY dependent adopted?*

YESNON/A (if you have dependents on your return you MUST answer yes or no)

Did any of your dependents make over $4,700 for the tax year you are filing?*

YESNON/A (if you have dependents on your return you MUST answer yes or no)

Do any of your dependents plan to file a tax return for the same year you are filing?*

YesNoN/A (if you have dependents on your return you MUST answer yes or no)

What type of proof can you provide that your dependent(s) lived with you MORE than 6 months? (school records,lease, government mail,medical records etc.) *

If both biological parents are not listed on this return, together, please provide a brief explanation as to why the parent(s) not listed are not eligible to claim the child(ren) as a dependent (write n/a if not applicable)*

If your dependent is not your biological child, how is your dependent related to you and why does your dependent live with you? (write n/a if not applicable)*

Your tax preparer will request soc sec cards for all your depenedants and tax payer and spouse as well . UPLOAD THE DOCS TO YOUR PORTAL. NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.

Do you pay a provider for dependent/child/day/after-school expenses?

YESNO

How much did you pay for each child in dependent care expenses? (write n/a if not applicable)

Your tax preparer will request proof of dependent/child/daycare expenses if you do not have one please your preparer for a W-10 form.UPLOAD THE DOCS TO YOUR PORTAL. . NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.

Did you, your spouse or any other dependents receive an IP PIN (Identity Protection Pin Letter from the IRS this year?*

YESNO

If you answered yes what is your IP PIN for the current tax year that was issued and sent to you by the IRS?

Your tax preparer will request soc sec cards for all your depenedants and tax payer and spouse as well . UPLOAD THE DOCS TO YOUR PORTAL. NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.

What is your business name and/or ein ?

What industry is your business in or what products do you sell?

Are you self employed? Do you have a business? (Any additional income you receive through the exchange of goods or services is a business, even if you work from home, and do not have an employer identification number)*

YESNO

Do you have a 1099?*

YESNO

When did you start this business? (type n/a for non applicable)*

How do you accept payment from your clients? Check ALL that apply.*

What is the year/make/model of the vehicle you drive for your business?*

Do you have a Profit and Expense Record for your Business? (If you do not have one your tax preparer will assist you with preparing one for your tax return)?*

YESNOI did not have a business

Did you make any estimated tax payments? Your tax preparer must have proof of your payments via bank/credit card statement, copy of money order or cancelled check..Upload the document to our TaxesToGoApp or email it to your tax preparer. NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.*

YESNO

Your tax preparer may ask for proof of your business. A Business Card/Flyer or Screenshot your Business Social Media Page/Post, google listing, text thread between you and a client is acceptable if you have it, you can help by having it in your portal before requested. NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.

Did you or anyone on this return attend college or trade school for the tax year you are filing?*

YESNO

Your tax preparer must have all 1098T, Receipts from College receipts for EVERYONE listed on this tax return. UPLOAD THE DOCS TO YOUR PORTAL. NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.

Were you paid any overtime in 2025 if yes please upload a copy of your last w2 in the client portal?

YesNo

Were you paid via tips in 2025?

YesNo

Did you purchase a new vehicle in 2025 and you have a car loan (vehicle must be a 2024 or 2025 year vehicle )?

YesNo

Did you receive form 1095-A? Also known as Market Place Insurance/Obamacare*

YESNO

Are you required to repay all of the advance premium tax credit received? In most cases, the answer is NO. ONLY answer YES if you were NOT considered lawfully present in the U.S. or you meet the Health Coverage Tax Credit criteria*

YESNO

Do you have any additional tax forms you need to file? Your tax preparer must have all additional tax forms for EVERYONE listed on this tax return. UPLOAD THE DOCS TO YOUR PORTAL. NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.*

YESNO

Will you need any of the following bank products? (choose all that apply) All bank products must go through an approval process and will require written authorization for 7216 bank consent to disclosure of tax return information.*

No bank products, I will pay my tax preparation fees up frontTax Refund Advance up to $1,000 (no finance charge)Tax Refund Advance up to $7,000 (has a finance charge of up to $60 per $1,000)Deduction of Tax Preparation Fees from your Refund

By typing my name below , I understand that if I am required to file form 8862(Information to Claim Certain Credits After Disallowance) by the IRS then I must pay my tax preparation fee in full before my tax return will be transmitted to the IRS*

How much was your tax refund LAST year?

If you would like to get your refund direct deposited please enter the bank name Rout ing Number and Acc count number for verification purposes. You will have to re enter this information in the client portal as well. This is to prevent any discrepancies. Write N/A if not applicable. *

If you did not file with us last year, but you DID file a tax return last year , please upload a copy of your tax return or account transcripts, if you are requesting an advance(LOAN) this is a REQUIREMENT AND THERE IS NO EXCEPTIONS!! If you did not file last year and are requesting an advance , we will need a verification of non filing from your online IRS ID ME account. If you need assistance with obtaining these docs please consult your tax preparer.

How would you like your refund to be deposited?*

Direct DepositI have a Tax Obligation and will not be receiving a refund

What is your mother's maiden last name?*

My name typed below on this taxpayer interview indicate that I certify all information is true, valid, and to the best of my knowledge. I accept full responsibility of the answers and statements mentioned below. Any and all disputes regarding my interview shall be forwarded to me with the information found on my tax returns forms.*

Is it really you? You must provide your tax preparer with a LIVE photo of yourself.

Take Photo

Tax Filing Interview