• 2025 CLIENT INTAKE FORM

    2025 CLIENT INTAKE FORM

    Please fill out the entire form with the information applicable and email or submit to begin the tax filing process @ TAXXDEPOTINC@GMAIL.COM
  • Filing Status:*
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  • Date of Birth*
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  • Format: (000) 000-0000.
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  • Date of Birth
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  • Format: (000) 000-0000.
  • HEAD OF HOUSEHOLD FILERS MUST PRESENT ONE OF THE FOLLOWING TO FILE THIS STATUS. PICK ONE OF THE 3 OPTIONS THAT YOU WILL SUBMIT TO BE APPROVED TO FILE HEAD OF HOUSEHOLD.*
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  • Are you on any Goverment Assistance programs?*
  • Was this individual a U.S. citizen, U.S. national, or U.S. resident alien? If they were not, you can’t claim the child tax credit or the credit for other dependents for this person.*
  • Number of months this person lived in your home during 2025?
  • Date of Birth
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  • Date of Birth
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  • Date of Birth
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  • IF YOU ARE CLAIMING A DEPENDENT, PLEASE ANSWER THE QUESTIONS BELOW THAT PERTAINS TO YOUR DEPENDENT RELATIONSHIP. PER THE IRS REQUEST, WE MUST PROVE THAT NOBODY ELSE IS ELIGIBLE TO CLAIM YOUR DEPENDENT BUT YOURSELF.

  • Did you pay someone to watch your child/children?*
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  • Did you collect social security or retirement income?*
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  • Did you purchase health insurance through healthcare.gov marketplace (Obama Care)?*
  • If yes, did you receive a 1095-A Form from the marketplace?*
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  • Were you ever disallowed the E.I.T.C prior to this year?*
  • Did you make college tuition payments and received a 1098-T Form last year?*
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  • Do you have any other income other than your w-2(s)?*
  • Do you owe any delinquent:*
  • ARE YOU REQUIRED TO FILE WITH AN IRS PIN NUMBER?*
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  • DID YOU FILE 2024 TAXES*
  • DID YOU SUCCESSFULLY RECEIVE YOUR 2024 TAX REFUND?*
  • How would you like to receive your refund?*
  • WOULD YOU LIKE TO APPLY FOR A REFUND ADVANCE LOAN UP TO $9500*
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  • Bank Information*
    Rows
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  • Date*
     / /
  • PLEASE SELECT YOUR TAX PROFESSIONAL*
  • Appointment*
  • Should be Empty: