TAXES 2025
PLEASE REVIEW ENTIRE FORM BEFORE SUBMITTING. EVERYTHING THAT HAS A RED ASTERISK YOU ARE REQUIRED TO ANSWER. IF IT DOESN'T APPLY TO YOU SELECT NO OR SKIP. PLEASE MAKE SURE ALL NECESSARY DOCUMENTS HAVE BEEN UPLOADED & LEGIBLE TO ENSURE PROPER TURN AROUND TIME. IF YOU HAVE DEPENDENTS PLEASE KEEP IN MIND THAT YOU WILL NOT GET YOUR RETURN TILL MID-FEB, HOWEVER WE WILL BE OFFERING CASH ADVANCES IF INTERESTED OR IF YOU HAVE QUESTIONS PLEASE TEXT (910)-705-5325 OR INBOX US. PLEASE NOTE IF INFORMATION IS MISSING IT WILL DELAY THE PROCRESSING TIME.
Filing Status
*
Single
Head of Household
Married Filling Jointly
Married Filling Separately
+Qualifying Widow(er) with Dependent Children
Other
Taxpayer Name
*
First Name
Last Name
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Taxpayer Date of Birth
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Social Security Number (SSN)
*
Occupation
Email
*
example@example.com
Spouse Name
First Name
Last Name
Spouse Address (If Different)
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Spouse Date Of Birth
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Spouse Social Security:
Occupation:
Spouse Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Spouse Email
example@example.com
Full Name of 1st Dependent:
First Name
Last Name
1st Dependent SSN
Relationship To Dependent (Son, Daughter, parent, other):
Date of Birth 1st Dependent:
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Full Name of 2nd Dependent :
First Name
Last Name
2nd Dependent SSN
Relationship To Dependent (Son, Daughter, parent, other):
Date of Birth 2nd Dependent:
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Full Name of 3rd Dependent:
First Name
Last Name
3rd Dependent SSN
Relationship To Dependent (Son, Daughter, parent, other):
Date of Birth 3rd Dependent:
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
If you have additional information add here. Example: is your dependent (Blind, Disable, can the dependent be filed on another return etc): If so which dependent and list below.
Self-Employment: Business Name, EIN#(if you have one), Business Type-Examples: Hair Dresser, Lawn Care, Dancer, Consulting etc.
Upload Business Income/Expenses Reports
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Do you owe debt to any government agency such as Child Support, IRS or Student Loans Etc. ?
*
Please Select
YES
NO
Have you been audited within the last 3 years ?
*
Please Select
YES
NO
Do you receive unemployment? (If so upload document below)
*
Please Select
YES
NO
Do You have a Identity Protection PIN (IP PIN) If Yes, Put The Pin Number.
Did You or Your Dependent(s) attend a Post Secondary School? If Yes, how much you spend in school expenses and upload 1098-T Form below? If No Put No In The Box.
*
Please Select
YES
NO
Upload 1098T Form
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Upload ALL W2'S
*
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Upload a copy of Last Year Tax Return Note: Get Transcript Online to immediately view the AGI. Taxpayers must pass the Secure Access identity verification process. Select the “Tax Return Transcript” and use only the “Adjusted Gross Income” line entry.Use Get Transcript by Mail or call 800-908-9946. (Use this option if you don't have a copy of you tax return.)
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Upload All Socials Security Cards for EVERYONE on the return, Valid Driver Licenses, or identification for each adult on the return
*
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Did You Have Marketplace or Affordable Health Care Insurance At ANYTIME This Year ? If you answered yes to this question please upload supporting documents below :
*
Please Select
YES
NO
Upload MarketPlace Form 1095 A: ( Marketplace Is Insurance such as obama care etc )
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Upload Any Misc. Documents ( Childcare, Healthcare, 1099's, 401K, Birth Certificates, Unemployment, Self-employment documents, proof of residency, etc.).
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Would you like to apply for cash advance?
Please Select
YES
NO
Tax Refund Disbursement Method ?
Please Select
Card
Check
Direct Deposit
Cash Advance Check
Cash Advance Direct Deposit
Direct Deposit Information : Bank Name , Rounting & Account Number Please vef. that this information is correct !!
*
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New 2025 OBBBA Intake Section
Employment & Wages
Please upload your most recent paycheck stub for 2025. (Required for accurate refund calculation and eligibility under new OBBBA rules)
*
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Did you finance a vehicle in 2025?
*
YES
NO
If yes, Car Loan Start Date?
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Amount of interest paid in 2025?
Was the vehicle assembled in the U.S.?
YES
NO
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Senior Deduction
Were you or your spouse age 65 or older during 2025?
YES
NO
If YES, kindly write your partner and your DATE OF BIRTH.
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STATE AND LOCAL TAXES
Did you pay any of the following in 2025? (check all that apply)
State income taxes
Property taxes
Personal property / local taxes
Kindly upload documentation if available.
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Children & Dependents
Do you have dependents under age 17?
YES
NO
If yes: Kindly write the following;
Full Name: SSN: Date of Birth: Months lived with you in 2025:
Kindly upload Social Security Number of Dependent:
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Did you adopt a child in 2025? If yes, upload proof of adoption and expenses.
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Charitable Contributions
Did you make charitable donations in 2025?
YES
NO
If yes, list amount and upload receipts.
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Real Estate / Mortgage
Did you pay mortgage interest or real estate taxes in 2025?
YES
NO
If yes, upload statements.
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How Did You Hear About Us ?
Select Your Tax Preparer:
Please Select
Tyshekia Johnson
April Johnson
By signing this application you have confirmed that all information entered here is accurate and true. You are giving Tax Xpress LLC. permission to submit your information to the IRS .
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