2025 Client Intake Form

Spouse Information
(If you are not filing with your spouse please do not fill this information out)
Spouse Full Name

First NameLast Name
Occupation
Spouse Social Security Number
Spouse Date of Birth

MonthDayYear
Spouse Phone Number
Please enter a valid phone number.
Spouse Email
example@example.com

Income
Questionnaire
Do not include yourself or your spouse. Please list everyone who lived in your home and anyone living outside your home that you support.
Can another taxpayer claim you as a dependent?
Do you have an IRS IP Pin? (If yes, please provide IP Pin Number)
Did you withdraw any money from your 401k or retirement plan?
Did you, your spouse or any dependents attend college in 2025?
Did your recieve health insurance through the marketplace?
Do you or your spouse owe debt to any Government Institution?
Would you like to apply for an advance loan for up to $9,500?

Dependent Relationship
Dependent 3

First NameLast Name
Dependent SSN
Dependent Date of Birth

MonthDayYear
Dependent Relationship
I am certifying that the dependents listed above that I am claiming on my 2025 tax return has lived with me at the address above for more than 6 months in 2025 in the United States.

BANK ACCOUNT INFORMATION
PLEASE PUT ACCOUNT AND ROUTING NUMBER IN TWICE TO MAKE SURE WE HAVE THE CORRECTNUMBERS
ROUTING NUMBER
VERIFY ROUTING NUMBER
ACCOUNT NUMBER
VERIFY ACCOUNT NUMBER
Type of Account

CheckingSavings
Disclosure Form
I am giving MM TAX SERVICE LLC permission to prepare all forms related to my tax return; to apply for and secure RAC's and RAL's on my behalf; and sign all necessary forms and file my taxes electronically. I take full responsibility for the accuracy of this form and understand that MM TAX SERVICE LLC and/or associated affiliates hold no responsibility for any misrepresentation or false claims.
I ACKNOWLEDGE THAT I HAVE READ AND AGREE WITH THE GUIDELINES THAT IS SET FORTH IN MM TAX SERVICES LLC DISCLOSURE AND ENGAGEMENT AGREEMENT
Discount Code
Signature

Clear
Should be Empty:

2025 MM Tax Services Client Intake Form