READY TO FILE YOUR TAXES?
Welcome to RNZ Financial Services, LLC. Thank you for choosing Raven S. Huckleby as your trusted tax professional. Please complete the below intake form for your 2025 tax return quote. Please allow 24-48 hours for a response.
Would you like to apply for the cash advance? Up to $7000. There is a $79.00 fee for all advances.
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IS THIS AN AMENDED RETURN. IF SO PLEASE UPLOAD YOUR ORIGINAL TAX RETURN BELOW.
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YES
NO
What year(s) are you amending?
TAXPAYER NAME
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First Name
Last Name
TAXPAYER DOB
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TAXPAYER SOCIAL SECURITY NUMBER
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SPOUSES NAME
First Name
Last Name
SPOUSE DOB
Address
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Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
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Please enter a valid phone number.
Email
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example@example.com
Email (SPOUSE EMAIL)
example@example.com
SPOUSE SOCIAL SECURITY NUMBER
WHAT IS YOUR FILING STATUS
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Please Select
SINGLE
HEAD OF HOUSEHOLD
MARRIED FILING JOINTLY
MARRIED FILING SEPRATELY
DO YOU HAVE DEPENDENTS THAT YOU WILL CLAIM ON YOUR 2024 TAX RETURN
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YES
NO
DEPENDENTS NAME, DOB, SS#, AND RELATIONSHIP TO YOU
PLEASE UPLOAD ANY DOCUMENTS THAT YOU HAVE. TO INLCUDE THE FOLLOWING MANDATORY DOCUMENTS: W2, 1099'S, SS CARDS, PICTURE ID. REQUIRED DOCUMENTS: ID, INCOME DOCS, PROOF OF ADDRESS.
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DO YOU OR YOUR SPOUSE HAVE AN IPPIN? IF SO PLEASE UPLOAD IT IN THE SPACE ABOVE
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YES
NO
DID YOU HAVE MARKETPLACE HEALTH INSURANCE? PLEASE UPLOAD YOUR 1095-A. THE FORM CAN BE DOWNLOADED BY GOING TO WWW.HEALTHCARE.GOV Log into your Marketplace account Under "Your applications". Select your 2025 application. Select “Tax Forms. "Download 1095-A
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YES
NO
DO YOU OR YOUR SPOUSE HAVE ANY OUTSTANDING GOVERNMENT OR STATE DEBT(S)
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YES
NO
DID SOMEONE REFER YOU TO RNZ FINANCIAL SERVICES? PLEASE ENTER THEIR NAME BELOW
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DUE DILIGENCE QUESTIONAIRE
PLEASE INITIAL ALL THAT APPLY
I certify that the child(ren) for whom the tax credit(s) will be requested can be claimed as my dependent(s), as per the information provided at the end this questionnaire.
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I am the custodial parent, guardian, or responsible party of the dependent(s) for whom the tax credit(s) will be requested
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I and/or my child(ren), have documentation to substantiate the credit(s) being claimed. Such as form 1098-T, bills, statements, and receipts for college tuition, fees, books, and material cost (you are responsible for keeping this documentation and providing it to the IRS if you are audited or questioned).
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The child(ren) for whom the tax credit(s) are requested for lived in my home at least 6mths of 2025.
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Was a child Tax Credit, Additional Child Tax Credit, or American Opportunity Credit claimed by you disallowed or reduced by the IRS in previous years?
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I am unmarried or seperated, support a qualifying person as a dependent, and pay more than half the cost of maintaining my household. To qualify for Head of Household status.
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I, "Tax Client", give and express full written and verbal permission over to RNZ FINANCIAL SERVICES, LLC and it's employees/agents/representatives to contact the American Offset Debt Line/Treasury Offset Program on behalf of myself to determine if I have any non-tax debt that could potentially offset my current tax return. The Offset Debt Line contact number is 1-800-304-3107.
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I agree that I have answered the above due diligence questionnaire to the best of my knowledge. RNZ Financial Services, LLC is not responsible if the taxpayer provides incorrect information(i.e falsified documents, social security numbers, names, or date of births)and I understand this will delay my refund. RNZ Financial Services, LLC is not responsible for IRS Tax Audits and all information obtained must be presentable if the IRS audits your tax return. RNZ Financial Services, LLC is not responsible for any changes by the IRS or Bank on funding amounts, disbursement dates, filing status, or any other required information from the IRS. We Do Not Reimburse any bank fees or tax preparation fees in the event of delays that are out of our control. If your refund is offset or held by the IRS you are still responsible for prep fees and bank fees. Tax returns that do not fund out witin 90 days are subject to collection efforts by our third party source.
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