2025 Tax Questionnaire

  • Welcome

  • New Tax.pro Client?*

  • Please note that a $275 initial payment is required and will go toward your return prep.

  • Please answer the following:

  • Format: (000) 000-0000.
  • Did your mailing address or email address change?*
  • Were there any dependent changes last year?*
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  • Tax Credit Questions

  • Did you have any dependents in 2025 (excluding spouse)?*
  • Did you pay for any dependent care expenses (Child Care)?*
  • Did you or anyone in your household attend college in 2025?*

  • Taxpayer

  • Date of Birth*
     / /
  • Format: 000-000-0000.
  • Gender*
  • Were you married as of December 31, 2025?*

  • Spouse

    If Married as of December 31, 2025
  • Date of Birth*
     / /
  • Format: 000-000-0000.
  • Gender*

  • Present Mailing Address

  • Driver's License Information

    Required for state returns
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  • Driver's License Information

    Required for state returns
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  • Dependent Information

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  • *If applicable

  • Child and Dependent Care Expenses

    If Applicable
  • Format: (000) 000-0000.

  • Tax Credit Questions

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  • Definitions, a dependent is defined as your: son, daughter, step-child, foster child, or a descendant of any of them (ie. grandchild), or your brother, sister, half-brother, half-sister, step-brother, step-sister, or a descendant of any of them. (ie. niece or nephew) or child placed with you for adoption or other court appointed reasons.

  • Income

    Check All That Apply
  • Types of Income You Received Last Year (check all that apply)*

  • Estimated Tax Payments

  • Did you make any estimated tax payments in 2025?*
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  • Questions

    Please check the appropriate box and include all necessary details and documentation.
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  • Questions Continued

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  • Questions Continued - Almost Done!

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  • Additional Details Regarding Questions

  • Additional Information

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  • Preferred Return Timeline*

  • *Please note that after April 1st, we will likely get an extension on your return to protect your filing.  Please call us at 806-372-9016 if you have any questions.

    When working on your return, we will have questions and may need additional documents. We will attempt to contact you two times to request clarification or missing documents. If we haven't heard from you, we will set your return aside until you respond. Late or delayed responses get scheduled for work when time and capacity are available.

  • Income Tax Prep Initial Payment

    We require a small amount of your return prep fee to be paid upfront before we start your return. This non-refundable amount will be applied to your final KBS invoice.

  • Tax Return Initial Payment*

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      Credit Card
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    • We'll Need The Following Documents

    • The following documents are required before we can start your return.

      • For New Clients:
        • Drivers License or Government Issued Photo ID.
        • You and all dependents Social Security cards.
        • A copy of the last year’s tax return.
      • For All Clients:
        • All current tax documents (W-2s, 1099s, K-1s, Brokerage Statements, IRS Notices, or any other tax documents).
    • Should be Empty: