"2025 Taxes" Returning Client Intake Form
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Previous Year(s) Tax Year Filed With Us:
Please Select
2025
2024
2023
2022
2021
2020
Preferred Method of Contact:
Email
Phone
Text
Last 4 SSN
This is only to verify identity
Format: 0000.
Would you like a cash ADVANCE? (up to $9,500)
Please Select
Yes
No
A cash advance is a loan off your taxes, this does mean you are filing your taxes.
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Please Upload IP Pin Letter
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Identity Protection Pin
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Have there been any changes in your address since last year?
IF YES, PLEASE PROVIDE NEW ADDRESS. IF NOT, PLEASE LEAVE BLANK
Have there been any changes in your marital status?
If yes, please specify:
Dependents (new or removed). If you have a new dependent, please upload their information. If you need to remove a dependent, please enter their name.
File Upload
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Please upload SSN Cards/ & Birth Certificate
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PLEASE UPDATE YOUR BANKING INFORMATION (ROUTING/ACCOUNT NUMBER)
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Did you have any new sources of income this year?, IF YES, PLEASE UPLOAD?
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W2s, 1099s, W-G, ect
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Have there been any major expenses or life changes impacting deductions?, IF YES PLEASE UPLOAD
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Examples: mortgage, student loan interest, childcare, medical expenses, donations
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Would you like us to use the same direct deposit information for your refund as last year? IF NO, PLEASE UPLOAD NEW DIRECT DEPOSIT INFORMATION
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Did you receive a notice from the IRS this year, IF YES PLEASE UPLOAD?
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Additional Information / Questions
Any other updates, concerns, or documents you’d like to share?
I confirm that the information provided is accurate to the best of my knowledge.
Consent & Signature
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