TAXXDEPOT INC Client Intake Form 2025

2025 CLIENT INTAKE FORM

Please fill out the entire form with the information applicable and email or submit to begin the tax filing process @ TAXXDEPOTINC@GMAIL.COM
Filing Status:*

SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Widow
Taxpayer Name*

First NameLast NameSuffix
Address*

NO P O BOX/ PHYSICAL ADDRESS ONLY

Street Address Line 2

CityState / Province

Postal / Zip Code
Social Security Number*
Social Security Card *

UPLOAD TAX PAYER SOCIAL SECURITY CARD
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Date of Birth*

MonthDayYear
FRONT IMAGE OF DRIVERS LICENSE*

UPLOAD VALID PICTURE IDENTIFICATION (FRONT)
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BACK IMAGE OF DRIVERS LICENSE*

UPLOAD VALID PICTURE IDENTIFICATION (BACK)
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Occupation*
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Spouse Information

First NameLast NameSuffix
Social Security Number
Spouse Social Security Card

UPLOAD TAX PAYER SOCIAL SECURITY CARD
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Date of Birth

MDYEAR
FRONT IMAGE OF DRIVERS LICENSE

UPLOAD VALID PICTURE IDENTIFICATION (FRONT)
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BACK IMAGE OF DRIVERS LICENSE

UPLOAD VALID PICTURE IDENTIFICATION (BACK)
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Occupation
W-2 or Unemployment Forms

UPLOAD 2024 W2 FORM
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Email
example@example.com
Phone Number
Please enter a valid phone number.
HEAD OF HOUSEHOLD FILERS MUST PRESENT ONE OF THE FOLLOWING TO FILE THIS STATUS. PICK ONE OF THE 3 OPTIONS THAT YOU WILL SUBMIT TO BE APPROVED TO FILE HEAD OF HOUSEHOLD.*

LeaseUtility BillMortgage Statement
Lease or Utility Bill or Mortgage Statement*

UPLOAD CURRENT LIGHT BILL, GAS
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Are you on any Goverment Assistance programs?*

YesNo
Was this individual a U.S. citizen, U.S. national, or U.S. resident alien? If they were not, you can’t claim the child tax credit or the credit for other dependents for this person.*

YESNODoes Not Apply
Number of months this person lived in your home during 2025?

1-3 Months3-6 Months12 Months or MoreTemporary Custody Order
Dependent 1

First NameLast NameSuffix
Social Security Number
Date of Birth

MonthDayYear
Relationship
DEPENDENT SS CARD

UPLOAD DEPENDENT SOCIAL SECURITY CARD
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BIRTH CERTIFICATE

UPLOAD BIRTH CERTIFICATE
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REPORT CARD OR SHOT RECORDS

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Dependent 2

First NameLast NameSuffix
Social Security Number
Date of Birth

MonthDayYear
Relationship
DEPENDENT SS CARD

UPLOAD DEPENDENT SOCIAL SECURITY CARD
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BIRTH CERTIFICATE

BIRTH CERTIFICATE
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REPORT CARD OR SHOT RECORDS

Cancelof
Dependent 3

First NameLast NameSuffix
Date of Birth

MonthDayYear
Social Security Number
Relationship
DEPENDENT SS CARD

UPLOAD DEPENDENT SOCIAL SECURITY CARD
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BIRTH CERTIFICATE

UPLOAD BIRTH CERTIFICATE
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REPORT CARD OR SHOT RECORDS

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IF YOU ARE CLAIMING A DEPENDENT, PLEASE ANSWER THE QUESTIONS BELOW THAT PERTAINS TO YOUR DEPENDENT RELATIONSHIP. PER THE IRS REQUEST, WE MUST PROVE THAT NOBODY ELSE IS ELIGIBLE TO CLAIM YOUR DEPENDENT BUT YOURSELF.
Did you pay someone to watch your child/children?*

YESNODAYCARE / LEARNING CENTERPRIVATE CARE TAKER
DAYCARE OR AFTERCARE LETTERS

UPLOAD DAYCARE / LEARNING CENTERS
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If claiming son/daughter, where is the other parent of the dependent/dependents? Is the other parent providing any financial support?*
If claiming niece, nephew, aunt, or uncle, how are you related to the dependent? Where are the parents to the dependent/dependents?*
If claiming brother or sister, how are you related to the dependent? Why are the parents not claiming the dependent/dependents?*
Did you collect social security or retirement income?*

YESNO
Social Security Award Letters

Social Security Statement
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Did you purchase health insurance through healthcare.gov marketplace (Obama Care)?*

YesNo
If yes, did you receive a 1095-A Form from the marketplace?*

YesNo
Marketplace Insurance 1095-A, or Private Insurance

Upload the 1095-A Marketplace or Obama Care here.
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Were you ever disallowed the E.I.T.C prior to this year?*

YesNo
Did you make college tuition payments and received a 1098-T Form last year?*

YESNO
College Tuition Letter

College 1098-T Form
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Do you have any other income other than your w-2(s)?*

YESNO
Do you owe any delinquent:*

Child SupportAlimonyStudent LoansBack TaxesState TaxesNone of the above
ARE YOU REQUIRED TO FILE WITH AN IRS PIN NUMBER?*

YESNOUNSURE______________________ ENTER THE NUMBERS OR UPLOAD LETTER
IRS Pin Letter

IRS PIN Letter 2024
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DID YOU FILE 2024 TAXES*

YesNo
DID YOU SUCCESSFULLY RECEIVE YOUR 2024 TAX REFUND?*

YESNOARE YOU OVER 2YRS OR MORE BEHIND IN TAX DEBT?ARE YOU INTERESTED IN CLEARING YOUR TAX DEBT?
How would you like to receive your refund?*

Refund Transfer Direct DepositRefund Transfer Debit CardRefund Transfer Paper Check
WOULD YOU LIKE TO APPLY FOR A REFUND ADVANCE LOAN UP TO $9500*

YESNODID GET APPROVED LAST YEAR FOR THE TAX ADVANCE?
File Upload

UPLOAD ADDITIONAL TAX DOCUMENTS
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BUSINESS OWNERS - EIN OR LLC DOCUMENTS

UPLOAD ADDITIONAL TAX DOCUMENTS
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Bank Information*

	Name of Bank	Routing Number	Account Number
ENTER BANK DATA

BANKING INFORMATION OR CLEAR SCREENSHOT*

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Date*

MDYear
I, hereby, state that all the information above is true to the best of my knowledge and that I am allowing THE TAXXDEPOT INC to prepare my taxes based on the information I provided. I understand that I am financially responsible for any outstanding balance due to any false information given. If there is a balance due, I must pay the tax preparation fee upfront. If for any reason I owe an entity and they take the entire refund, I am STILL responsible to pay the tax preparation fee for services rendered. If for any reason an amendment has to be filed with no fault of the tax preparer, an upfront fee of $400 is required! TAXXDEPOT INC is not responsible if you provide false information or do not provide all of my 2025 OR ANY YEAR income documents. Please view your tax return, which is emailed to you. (It is sent AFTER submission). Any copy after the first copy is a fee of $40.00. ALL FEES (bank and service fees) are found in the return and are non-refundable nor negotiable! NO EXCEPTIONS TO THIS!! By signing this form you give TAXXDEPOT INC permission to transmit your 2025 tax return. Please utilize www.irs.gov for all federal refund tracking. Please utilize your state Department of Revenue site for any State Refund tracking. Do NOT add the amounts together. Federal taxes are federal, and state taxes are state when tracking your status. Please allow 8 weeks to surpass from the date of submission before calling the IRS, if you have any tracking questions. For any direct assistance please email TAXXDEPOTINC@GMAIL.COM or the IRS for all updates at 800-829-1040.*
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Signature*

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Referrals- How did you hear about us?*
PLEASE SELECT YOUR TAX PROFESSIONAL*

ROBYNRHONDABELINCIACLAINESHALA'KATHRYNLATOSHAPEARLBALISASHLEY GOINSASHLEY JONES
Appointment*

2025 CLIENT INTAKE FORM