2025 Client Tax Intake Form

  • 2025 Client Tax Intake Form

    Please provide your information to begin your tax intake process with The Taxx Network Group LLC.
  • Were you referred?*
  • Are you a returning client?*
  • Date of Birth*
     - -
  • Format: (000) 000-0000.
  • Can someone else claim you as a dependent?*
  • Filing Status (as of December 31)*
  • Spouse Date of Birth
     - -
  • Do you have dependents to claim?*
  • If requested by the IRS, do you have documentation (i.e. receipts, records) to substantiate your eligibility for the Child Tax Credit, Earned Income Tax Credit and/or Head of Household Filing Status?*
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  • Select all income types received*
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  • Business Type
  • Select applicable deductions
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  • Preferred Refund Method*
  • Do you have an IRS IP PIN?*
  • Did you have healthcare marketplace insurance for tax year 2024?*
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  • Did you file taxes for tax year 2024?*
  • Have you received IRS notices?
  • Do you or your spouse owe child support or any unpaid taxes to the IRS?*
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  • Upload a File
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  • Upload a File
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  • Upload a File
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  • Do you consent to all preparation and filing fees associated with your 2025 tax filing?*

  • I acknowledge that all information provided to Taxx Network LLC is true and accurate to the best of my knowledge. I understand that I am required to have any supporting documentation to validate the information provided. Furthermore, I understand that knowingly providing false information on my tax return and reporting it to the IRS, that I am taking part in a potentially criminal penalty situation and is punishable by law including but not limited to: facing court dates, restitution, and possible imprisonment. I waive Taxx Network LLC and the preparer of any error due to incorrect information provided by me. By signing below, I authorize Taxx Network LLC to file my tax return. I acknowledge by signing this form if I and/or my spouse owes a federal/government debt such as IRS, child support, student loans etc., I/we are still responsible for tax preparation fees due to Taxx Network LLC at the time of service. Also, if the federal refund amount is mailed, I/we are still responsible for the tax preparation fees stated on the invoice. If the tax preparation fees are not paid, I understand Taxx Network LLC will take legal action to collect the unpaid tax preparation fees and criminal charges will be filed. 

  • Date*
     - -
  • Should be Empty: