• Truth Tax Service Client Intake Form TY25

    Please fill out this form to submit your tax return information for Tax Year 2025. This information is critical to ensure we accurately file your tax return. Be sure to click "SUBMIT TAXES" at the bottom of the page so that it will be sent to my office. You will receive an email confirmation of completion. If you have any questions prior to completion of this form, please do not hesitate to contact me by email at yvonne_simmons@truthtax.org or by phone at 813.538.2053. Thank you, and have a blessed day!
  • How did you hear about us?*
  • Did you file your 2024 income taxes?*
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  • Filing Status*
  • Who serve(d)?
  • Can another taxpayer claim you as a dependent on their tax return?*
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  • Date of Birth*
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  • Are you filing this tax return for someone else?*
  • Is the taxpayer deceased?*
  • If so, please provide date of death
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  • Spouse's DOB (if applicable)
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  • Is spouse deceased?
  • If so, please provide spouse's date of death 
     / /
  • Is your spouse deaf?
  • Is your spouse blind?
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  • Are you claiming any dependents that you provided MORE THAN HALF the support for?*
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  • Dependent #1 DOB
     / /
  • Dependent #2 DOB
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  • Can another taxpayer claim any of your dependent(s) on their tax return?
  • Do you have joint custody of the above listed DEPENDENT(S)?
  • Do you, your spouse, and/or dependents have an IRS Identity Protection Pin?*
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  • Have you traded or engaged in any stocks/crypto currency (for example: Coinbase, Robinhood, Cashapp, etc.)?*

  • Recent Tax Law Changes

  • Have you experienced any of the following during the tax year that may be affected by recent tax law changes? (Select all that apply)*

  • No Taxes on Tips, Overtime, and Car Loan Interest

  • Were ALL your tips reported through your employer (example: included on your W-2)?
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  • Income & Financials

  • Did you receive your expected refund?*
  • Do you pay for childcare?*
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  • Did you, your spouse, or any of your dependent(s) go to college in 2025?*
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  • Have you ever claimed the American Opportunity Tax Credit or Lifetime Learning Credit more than 4 times?
  • Did you collect social security or retirement income in 2025?*
  • Did you or your spouse receive any money out of a 401(k) account in 2025?*
  • Does you or your spouse have any gambling winnings in 2025?*
  • Did you or your spouse receive any earnings from interest or dividends in 2025?*
  • Did you or your spouse file unemployment in 2025?*
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  • Did you or your spouse make any charitable contributions in 2025?*
  • Did you or your spouse pay tithes or make donations to a religious organization in 2025?*
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  • Did you or anyone else on this tax return have health insurance through healthcare.gov marketplace?*
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  • Has you or your spouse ever been disallowed the use of credits (EIC/AOTC/ACTC/CTC/ODC) prior to this year?*
  • What is your housing status?*
  • Are you interested in Credit Repair Services?*
  • Are you interested in a life insurance quote?*
  • Does you or your spouse owe any delinquent child support?*
  • Does you or your spouse owe any delinquent alimony?*
  • Does you or your spouse owe any delinquent student loans?*
  • Does you or your spouse owe any delinquent back taxes?*
  • Does you or your spouse owe any delinquent state taxes?*
  • Would you like to apply for an advance?*
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