Intake Form
Thank you for choosing us!
Choose your tax preparer
*
Please Select
Panky Hollins
Filing Status
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Please Select
Single
Head of Household
Married Filing Together
Married Filing Separately
Name
*
First Name
Last Name
Email
*
example@example.com
DOB
*
-
Month
-
Day
Year
Date
Phone Number
*
Address
*
Street Address
City
State / Province
Postal / Zip Code
Were you previously issued an Identity Protection PIN (IP PIN) by the IRS?
*
Please Select
Yes
No
What's your 2025 IP PIN?
if you don't have one leave blank.
Can another taxpayer claim you as a dependent on their tax return?
*
Please Select
Yes
No
Do you need to file Previous years Taxes ?
*
Please Select
Yes
No
Did the taxpayer work in 2025?
*
Please Select
Yes
No
Do you have any dependents you will claim on your 2025 tax return?
*
Please Select
Yes
No
DEPENDENTS INFORMATION
Rows
NAME
DATE OF BIRTH
GENDER
DEPENDENT 1
DEPENDENT 2
DEPENDENT 3
DEPENDENT 4
Did you, your spouse or any dependents attend college in 2025?
*
Please Select
Yes
No
Did you, your spouse or dependents receive health insurance through the Marketplace in 2025 and receive Form 1095-A?
*
Please Select
Yes
No
Did you or your spouse receive unemployment benefits in 2025?
*
Please Select
Yes
No
Do you rent or own your current residence?
*
Please Select
Yes
No
Did you or your spouse make payments on your student loans in 2025?
*
Please Select
Yes
No
Did you or your spouse pay any medical or dental expenses in 2025? (this does not include insurance premiums)
*
Please Select
Yes
No
Do you or your spouse own a rental property?
*
Please Select
Yes
No
Did you or your spouse have any gambling winnings in 2025?
*
Please Select
Yes
No
Did you or your spouse receive social secuirty benefits in 2025?
*
Please Select
Yes
No
Did you or your spouse withdraw money from their 401k in 2025?
*
Please Select
Yes
No
Did you or your spouse receive any earnings from interest or dividends in 2025?
*
Please Select
Yes
No
Are you self-employed, own a full time or side business or 1099 contractor?
*
Please Select
Yes
No
Do you or your spouse owe debt to any Government Agency; such as IRS, Student Loans, Child Support etc?
*
Please Select
Yes
No
Do you plan to purchase a home within the next one or two years?
*
Please Select
Yes
No
Are you interested in our credit repair service?
*
Please Select
Yes
No
We will reach out to you after funding to see if still interested.
Are you interested in joining our tax company for 2026?
*
Please Select
Yes
No
We will reach out to you after funding to see if still interested.
Are you interested in owning your own tax company for 2026?
*
Please Select
Yes
No
We will reach out to you after funding to see if still interested.
Are you interested in any mentorship from PANKY HOLLINS in 2026?
*
Please Select
Yes
No
We will reach out to you after funding to see if still interested.
Would you like the tax advance loan with your return?
*
Please Select
Yes
No
APPROVALS ARE BASED OFF BANK. TUNNEL VISION HAVE NO CONTROL OVER BANK APPROVALS
Would you like your tax refund direct deposited into your bank account? If so, please complete bank information below:
*
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Yes
No
Would you like to receive a text message when your refund is funded?
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Yes
No
Would you like the fees deducted from your refund?
*
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Yes
No
Who referred you to us?
*
Do you understand and agree to the fees for Tunnel Vision Financial Group preparing your Federal/ State Income tax return?
*
Please Select
Yes
No
Upload ID
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Upload SSN or Birth Certificate
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Upload W'2
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Taxpayer Signature
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