Truth Tax Service Client Intake Form
Please fill out this form to submit your tax return information. 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?
*
Social Media (New Client)
Walk-in/Driving By (New Client)
Existing Client
Referral (New Client)
Please select your Referral Agent (if applicable)
Please Select
N/A
Did you file your 2024 income taxes?
*
Yes
No
Who prepared your taxes last year?
*
Please Select
Myself (Self-Prepared)
A Professional Tax Preparer (Independent)
A CPA or Accounting Firm
A National Tax Franchise (e.g., H&R Block, Jackson Hewitt, Liberty)
Online Tax Software (TurboTax, TaxAct, FreeTaxUSA, etc.)
A Friend or Family Member
Unsure / I Don’t Remember
This is my first time filing taxes
Do you need help getting your prior-year tax information?
Please Select
No, I have my prior-year tax return or transcript
Yes, I will retrieve my IRS tax transcript myself
Yes, I need Truth Tax Service, LLC to assist me
To meet IRS compliance and due-diligence requirements, Truth Tax Service, LLC cannot begin preparing your tax return without your most recent prior-year tax return or an official IRS tax transcript.If you do not have a copy, you may securely obtain your IRS transcript directly from the IRS website: https://www.irs.gov/payments/online-account-for-individuals.
Upload a copy of your 2024 income tax return (last 2-3 years for carryovers)
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Filing Status
*
Single
Head of Household
Married filing joint
Married filing separately
Qualifying Widower with dependents
Do you or your spouse have a military or veteran status?
Please Select
No
Yes, currently serving
Yes, currently deployed
Yes, veteran
Who serve(d)?
Taxpayer
Spouse
Both
Can another taxpayer claim you as a dependent on their tax return?
*
Yes
No
Name
*
First Name
Middle Name
Last Name
Address
*
Street Address
City
State / Province
Postal / Zip Code
Email
*
example@example.com
Phone
*
-
Area Code
Phone Number
Date of Birth
*
/
Month
/
Day
Year
Date
Occupation
*
SS Card (please upload something with your number showing)
*
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Upload a valid Driver's License/State ID
*
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Are you filing this tax return for someone else?
*
Yes
No
Is the taxpayer deceased?
*
Yes
No
If so, please provide date of death
-
Month
-
Day
Year
Date
Spouse's Name (if applicable)
First Name
Middle Name
Last Name
Spouse's Occupation (if applicable)
Spouse's Phone (if applicable)
-
Area Code
Phone Number
Spouse's DOB (if applicable)
/
Month
/
Day
Year
Date
Spouse's Email (if applicable)
example@example.com
Spouse's SS Card (if applicable)
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Spouse's Valid ID/DL (if applicable)
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Is spouse deceased?
Yes
No
If so, please provide spouse's date of death
/
Month
/
Day
Year
Date
Is your spouse deaf?
Yes
No
Is your spouse blind?
Yes
No
**Head of Household filers must supply either of the following: Lease, Utility Bill, or Mortgage Statement. Please upload HERE:
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Are you claiming any dependents that you provided MORE THAN HALF the support for?
*
Yes
No
SS Cards for all dependents
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Birth Certificate(s) for dependent(s)
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How many months did the dependent(s) reside with you during the tax year 2024?
Dependent #1 Full Name
Dependent #1 DOB
/
Month
/
Day
Year
Date
Dependent #1 Relation:
Please Select
Son
Daughter
Niece
Nephew
Cousin
Foster Child
Uncle
Aunt
Mother
Father
Brother
Sister
Other
Dependent #2 Full Name
Dependent #2 DOB
-
Month
-
Day
Year
Date
Dependent #2 Relation:
Please Select
Son
Daughter
Niece
Nephew
Cousin
Foster Child
Uncle
Aunt
Mother
Father
Brother
Sister
Other
3 or more dependents, list them here (Full Name, SSN, DOB, Relation, Full Legal Name(s) of Biological Parent(s), and how many months they resided in your home in 2025)
Can another taxpayer claim any of your dependent(s) on their tax return?
Yes
No
Do you have joint custody of the above listed DEPENDENT(S)?
Yes
No
If claiming son/daughter, what is the other parent's full name? Where is the other parent located? Is the other parent providing any financial support? Why isn't the other parent claiming this child as a dependent?
If claiming niece/nephew/aunt/uncle/cousin/sister/brother/other, how are they related to you? Where are the parents and do they provide any financial support to the dependent?
Do you, your spouse, and/or dependents have an IRS Identity Protection Pin?
*
Yes
No
Upload IRS IP Pin letters/screenshots HERE:
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Have you traded or engaged in any stocks/crypto currency (for example: Coinbase, Robinhood, Cashapp, etc.)?
*
Yes
No
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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)
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I received tips as part of my job (example: restaurant, salon, hospitality, delivery)
I worked overtime and was paid overtime wages
I purchased a new vehicle for personal use
Were ALL your tips reported through your employer (example: included on your W-2)?
Yes
No
Other
Tips received for the year NOT reported on the W2 (if known):
Was your overtime pay earned as a W-2 employee or a 1099 contractor, or Both?
*Approximate overtime pay amount (if known): ______________
Was the vehicle purchased NEW primarily for personal use?
Please Select
Yes
No
Mixed use
*Lease payments do not qualify. Final US assembly.
Upload your auto loan interest statement or loan documents HERE:
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Income & Financials
Did you receive your expected refund?
*
Yes, the full refund
Yes, but it was partial
No
Do you pay for childcare?
*
Yes
No
Upload your childcare statement
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Did you, your spouse, or any of your dependent(s) go to college in 2025?
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Yes
No
Upload your 2025 1098-T Form
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Have you ever claimed the American Opportunity Tax Credit or Lifetime Learning Credit more than 4 times?
Yes
No
Did you collect social security or retirement income in 2025?
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Yes
No
Did you or your spouse receive any money out of a 401(k) account in 2025?
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Yes
No
Does you or your spouse have any gambling winnings in 2025?
*
Yes
No
Did you or your spouse receive any earnings from interest or dividends in 2025?
*
Yes
No
Did you or your spouse file unemployment in 2025?
*
Yes
No
Upload all 2025 W2s, 1099Misc, 1099R, 1099Nec, 1099SA, W2Gs, 1099G, 1099DIV, 1099Int, 1098
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Did you or your spouse make any charitable contributions in 2025?
*
Yes
No
Did you or your spouse pay tithes or make donations to a religious organization in 2025?
*
Yes
No
Upload church tithe or donations statement
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Did you or anyone else on this tax return have health insurance through healthcare.gov marketplace?
*
Yes
No
Upload 1095A form
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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?
*
Yes
No
What is your housing status?
*
Rent
Mortgage
Live with Someone
How much is your rent/mortgage per month?
*
Are you interested in Credit Repair Services?
*
Yes
No
Are you interested in a life insurance quote?
*
Yes
No
Does you or your spouse owe any delinquent child support?
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Yes
No
Does you or your spouse owe any delinquent alimony?
*
Yes
No
Does you or your spouse owe any delinquent student loans?
*
Yes
No
Does you or your spouse owe any delinquent back taxes?
*
Yes
No
Does you or your spouse owe any delinquent state taxes?
*
Yes
No
Would you like to apply for an advance?
*
Yes
No
How would you like to receive your refund?
*
Please Select
Refund Advantage Advance w/Check
Refund Advantage Advance w/Direct Deposit
Refund Advantage Advance w/Card
Refund Advantage Direct Deposit
Refund Advantage Check
Refund Advantage Card
E-file: Direct Deposit
Paper Return with Direct Deposit
Bank Name
Routing Number
Account Number
Account Type
Please Select
Personal Checking
Personal Savings
Business Checking
Business Savings
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SUMBIT TAXES
Should be Empty: