Routt Insurance & Tax Services — Tax Intake (2025 Return)

Routt Insurance & Tax Services — Tax Intake (2025 Return)

Securely provide your information to start your 2025 tax return. Please complete all required sections and upload supporting documents as needed.
Client Full Legal Name
Mobile Phone
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Best Contact Method

TextCallEmail
Tax Year
Filing Status

SingleMarried Filing Jointly (MFJ)Married Filing Separately (MFS)Head of Household (HOH)Qualifying Widow(er) (QW)
Did you file last year?

YesNo
Did you receive any IRS or State notices?

YesNo
Upload IRS/State Notice

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Upload Photo ID – Front

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Upload Photo ID – Back

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SSN / ITIN (format: ###-##-####)
Date of Birth

MonthDayYear
Date
Current Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Did you move during the tax year?

YesNo
Prior Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Is there a spouse on this return?

YesNo
Spouse Full Legal Name
Spouse SSN / ITIN (format: ###-##-####)
Spouse Date of Birth

MonthDayYear
Date
Spouse Phone
Please enter a valid phone number.Format: (000) 000-0000.
Spouse Email
example@example.com
Upload Spouse ID – Front

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Upload Spouse ID – Back

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Any dependents to claim?

YesNo
Dependent Information
Select ALL income types you had

W-21099-NEC / Self-employed1099-KSSA-10991099-R1099-INT / DIV1099-B (stocks/crypto)Rental incomeUnemploymentOther income
Other income (describe)
Upload ALL tax documents (PDFs/photos)

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Upload 1099-B / Brokerage / Crypto statements

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Upload Rental docs (rent received + expenses)

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Select anything that applies (deductions & credits)

Mortgage interest (1098)Property taxesCharitable donationsMedical expensesChildcare expensesEducation (1098-T)Student loan interestIRA contributionsHSA contributionsEnergy credits (solar/EV)
Upload deduction/credit docs (optional)

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Did anyone have Marketplace insurance (1095-A)?

YesNo
Upload 1095-A

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Health coverage all year?

YesNoNot sure
Refund method

Direct depositPaper checkNot sure
Bank Name
Routing Number
Account Number
Account Type

CheckingSavings
How would you like to pay?

Pay invoiceFee deducted from refund (if available)
I understand bank processing fees may apply if fees are deducted from my refund.

I understand bank processing fees may apply if fees are deducted from my refund.
I certify the information provided is true, correct, and complete…

I certify the information provided is true, correct, and complete…
Taxpayer Signature
Spouse Signature
Should be Empty: