PO Box 1279 Burnsville, Minnesota 55337-0279
Tax Client Check In 2025 Tax Return
(2026 Tax Season)
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Let me know how you will submit your info
Please Select
I will mail via US Mail
I will upload via secure portal (pdf and jpg only)
I will text up to 5 pictures (jpg only) of documents. (NO HEIC files accepted)
I will fax to 1-516-941-0225
Would you like a postage paid mailer sent to you with a checklist?
Please Select
NO
YES
Todd's Tax Service LLC pays the postage both ways.
Filing Status - household makeup
Please Select
Same as last year
I have experienced a change
Types of Income
Please Select
No changes from last year
I have changes in income sources
I have changes and questions regarding my income
Did you or your spouse have "O/T" in 2025? (1/3 of it is nontaxable)
Please provide total OT earned in 2025. Usually shown on last paystub for 2025.
Address
Please Select
Same as last year
I have a new address
Foreign Bank or Financial Accounts
Please Select
I do not have a foreign bank account
I have at least 1 foreign (Non US) bank or investment account.
Cryptocurrency
Please Select
I do not own or use Crypto Currency
I own Crypto Currency but don't use it
I own and use Crypto Currency
IRS or State Correspondence
Please Select
None in past year
I have sent correspondence to you already
I have correspondence that I haven't sent you yet
Bank Information
Please Select
Same account as last year
I have a new bank account
Please confirm the last 4 digits of the bank account you want to use for direct deposit or debit of tax refunds or balance due.
Minnesota Non-Game Wildlife donation(comes out of MN refund)
Speed of Service
Please Select
No hurry
Please complete my tax returns within 21 days
HURRY - please place a "rush" on my tax return-NOT AVAILABLE
How will you sign your tax returns?
Please Select
Via paper forms that you mail to me.
Online via adobe esign
Preferred contact method
Please Select
Text
Email
Phone Call
Did you take a distribution from any IRA or retirement account in 2025?
Please Select
Yes - I will include 1099-R forms with my info
NO distributions from IRA or retirement act
Did you cash in any US Savings Bonds in 2025?
Please Select
NO
YES
Did you receive any self-employment income in 2025?
Please Select
NO
YES
I have questions about this item
Do you have an HSA (Health Savings Account)?
*
NO HSA
YES I will submit form 1099-SA for my 2025 distributions which were all used for healthcare.
YES I used my HSA for NON healthcare purposes. (penalty applies)
YES I did not take any distributions from my HSA in 2025.
Do you have an IRS issued IPIN (Identity Theft Prevention PIN #)
Please Select
NO
YES
Not sure
Taxpayer and/or spouse may have their own IPIN
How would you like to pay your tax preparation fee to Todd?
Please Select
Mail a personal check (must have check before efiling)
Pay by credit or debit card ($10 fee)
Pay by direct debit from my bank account ($10 fee)
Have fee withdrawn from my tax refund ($10 fee)
Fees will NO longer be automatically debited from your bank account as was the case for prior years. First ACH was sold and I no longer use their service.
Feel free to ask any questions here...
Call/text/email too if questions come up after you check in.
Submit
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