2025 TAX FILING INTAKE FORM

  • 2025 TAX FILING QUESTIONNAIRE

    PLEASE FILL OUT ALL INFORMATION APPLICABLE
  • Are you planning to buy a home in 2026?*
  • Marital status as of Dec 31, 2025?*
  • ALL FILERS MUST PRESENT ONE OF THE FOLLOWING AS PROOF OF RESIDENCE. CHOOSE ONE OF THE 3 OPTIONS, AND UPLOAD THE DOCUMENT BELOW*
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  • Tax Type:*
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  • Date of Birth*
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  • Supported a household by more than 50%?*
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  • Check all that apply*
  • Format: (000) 000-0000.
  • At anytime during 2025, did you receive or sell, exchange, give, or otherwise dispose of a digital asset?*
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  • Spouse's Date of Birth
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  • IF YOU ARE CLAIMING A DEPENDENT, PLEASE ANSWER THE FOLLOWING QUESTIONS AS IT PERTAINS TO YOUR RELATIONSHIP STATUS. PER THE IRS' REQUEST, WE MUST PROVE NOONE ELSE IS ELIGIBLE TO CLAIM THE LISTED INDIVIDUAL AS A DEPENDENT ALSO.

  • Is the other parent providing any financial support?
  • Did you pay someone to watch your child/children?
  • Did you collect social security or retirement income?*
  • Did you purchase health insurance through healthcare.gov marketplace (Obama Care) ?*
  • 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 receive unemployment compensation (1099-G) regular or PUA last year?*
  • If Yes, did you receive regular unemployment or PUA last year?
  • Did you make college tuition payments and received a 1098-T Form last year?*
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  • Do you have any additional income other than your w-2(s)?*
  • Do you owe any delinquent*
  • How would you like to receive your refund?*
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  • I, hereby, state that all information above is true to the best of my knowledge and that I am allowing The Filing Factory to prepare my taxes based on that fact. I understand that I am financially responsible for any outstanding balance due to any false information given. If there is a balace due, you must pay the tax preparation fee upfront. If for any reason you owe an entity and they take the entire refund, you are STILL responsible to pay the tax preparation fee for services rendered. *For any reason an admendment has to be filed with no fault of the tax preparer, and upfront fee of $150.00 is required. Please view your tax return, which is emailed to you (it is forwarded prior to submission). Any copy after the first copy is a fee of $10.00. ALL FEES (bank and service fees) are found in the return and are non-refundable nor negotiable! NO EXCEPTIONS!! Please utilize www.irs.gov for all federal refund tracking. Please utilize your state's Department of Revenue site for any state refund tracking. DO NOT add the amounts together. Please allow 8 weeks to surpass from the date of submission before calling the IRS, if you have tracking questions. For any direct assistance, please email infofilingfactory@gmail.com.

    IRS Contact - 1-800-829-1040

    Click https://sa.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp to check your refund status.

  • Date*
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