Thank you for choosing to file with Tanksleys Tax Express! Please complete the intake form to the best of your ability. For new clients, this information is critical to ensure we accurately file your tax return. For existing clients, we kindly request you provide this information again to ensure our records are 100% accurate and up to date. If you have any questions or need assistance, please don't hesitate to reach out via email to [email protected] or call (469) 337-8815

Filing status *

How did you hear about us? *

What tax years are you needing to file? *

Are you interested in a refund advance loan? (35.99% interest charge) *

yes

Taxpayer Personal Information

Taxpayer Full Name *

Taxpayer social security number *

Taxpayer Date of Birth *

Taxpayer Phone *

Address

Street Address *

City *

State *

Postal Code *

Taxpayer address verification upload *

Taxpayer address verification upload

Are you the primary person providing financial support for the household? *

Occupation

Taxpayer Email *

Do you or anyone being claimed on this return have a IP PIN? Please provide

Is the taxpayer a full time student? *

yes

Is the taxpayer totally & permanently disabled? *

yes

Is the taxpayer legally blind? *

yes

Did you file taxes last year? *

Yes

Were you affected by a natural disaster in 2025? *

yes

Taxpayer Photo ID upload *

Taxpayer Photo ID upload

Taxpayer Social Security card upload *

Taxpayer Social Security card upload

Spouse Personal Information

Spouse full name

Spouse date of birth

Spouse social security number

Spouse phone number

Spouse email

Spouse occupation

Spouse Photo ID upload

Is the spouse a full time student?

yes

Is the spouse totally & permanently disabled?

yes

Was the spouse affected by a natural disater in 2025?

yes

Is the spouse legally blind?

yes

Dependents Information

Dependent (1) full name

Dependent (1) Date of Birth

Dependent (1) Social Security Number

Dependent (1) Relationship to Taxpayer

How old is dependent (1)?

Did dependent (1) attend college?

yes

Did dependent (1) work?

yes

Can dependent (1) be claimed on someone elses tax return?

yes

Did dependent (1) live with you more than 6 months during the tax year?

yes

Upload Birth Certificate/ Proof of relationship - Dependent (1)

Upload Birth Certificate - Dependent (1)

Upload social security card - Dependent (1)

Dependent (2) full name

Dependent (2) date of birth

Dependent (2) social security number

Dependent (2) relationship to taxpayer

How old is dependent (2)?

Did dependent (2) attend college?

yes

Did dependent (2) work?

yes

Can dependent (2) be claimed on someone else tax return?

yes

Did dependent (2) live with your more than 6 months during the tax year?

yes

Upload Birth Certificate/ Proof of residency - Dependent (2)

Upload Birth Certificate - Dependent (2)

Upload Social Security Card - Dependent (2)

Dependent (3) full name

Dependent (3) social security number

Dependent (3) date of birth

Dependent (3) relationship to taxpayer

How old is dependent (3)?

Did dependent (3) attend college?

yes

Did dependent (3) work?

yes

Can dependnet (3) be claimed on someone else tax return?

yes

Did dependent (3) live with you more than 6 months during the tax year?

yes

Upload Birth Certificate/ Proof of residency - Dependent (3)

File Upload 208wr

Upload social security card - Dependent (3)

Is anyone else eligible to claim theses dependents?

Did anyone else live in your home during the tax year? *

yes

If yes, please list their First Last name DOB, SSN & relationship below

Proof of residency for ALL dependents

Income

Did you receive any W2's? *

yes

Did you collect any unemployment benefits from a state or local government assistance program (Form 1099G Box 1)? *

yes

Did you receive a state or local tax refund for the prior tax year? *

yes

Did you itemize your deductions for the prior tax year? *

yes

Did you have any interest or dividend income during the tax year 2025? (Forms 1099-INT, 1099-OID, 1099-DIV) *

yes

Did you receive a distribution or take money out of a retirement account ? (Forms 1099-R & RRB-1099-R) *

yes

Did you receive Social Security or railroad retirement benefits? (Forms SSA-1099 & RRB-1099) *

yes

Did you receive a Form 1099-MISC ? *

yes

Did you receive a Form 1099-NEC? *

yes

Did you receive a Form 1099-K? *

yes

Did you own a business or perform contract labor for an employer during the tax year? *

yes

Do you have sales of stocks, bonds, or other property to enter? (Form 1099-B) *

yes

Do you have any of the following additional income to enter? (Rental property & royalties, Profit or loss from farming, Spousal support (alimony), received Miscellaneous income, Gambling winnings, K-1 income, Qualified education programs, Cancellation of debt, Installment income, Sale of business property, Unreported tip income, Foreign earned Income, Contracts & straddles or Other compensation) *

Please upload all income documents here

Upload W2's

Self employment

Is this the first year filing business taxes for this business?

yes

How do you track income & expenses?

Business name

Business address

Business EIN

Total Business Income

Business structure? Single member LLC, Partnership, S-Corp or C-Corp?

How many months was the business in operation during the tax year?

What year did your business start?

How many clients do you service monthly?

What type of payment method do you accept? cash, debit, credit, paypal, cash app, stripe, venmo, square, zelle etc...

Do you have a business bank account?

Do you have a business website?

Do you have a social media present for your business?

Do you have pictures of your business to provide proof that it exist?

Do you have any business licenses?

Do you have occupational licenses?

Do you have any employees?

Do you advertise or have repeat clients?

Upload any 1099's and other business income documents for proof of income

Upload any 1099's and other business income documents

Business Expenses

Do you have a home office? If so, how many square feet is your home office?

Did you have any advertisting expenses? If so, how much?

Did you have any vechile milage? If so, how much?

Did you pay any commissions & fees? If so, how much?

Did you payout any contract labor? If so, how much?

Did you have any depletion expenses? If so, how much?

Please list the year, make & model of the vehicle that's used for business purposes

Did you have any emplyee benefit programs? If so, were you paying for it out of profits & how much?

Did you have Insurance (other than health), this could be business auto insurance, business property insurance etc.. If so, how much?

Did you have business Mortgage interest? If so, how much?

Did pay other business interest? If so, how much?

Did pay any legal and professional services? If so, how much?

Office expense? If so, how much?

Pension and profit sharing? If so, how much?

Rent or lease of equipment? If so, how much?

Rent or lease of property? If so, how much?

Repairs and maintenance? If so, how much?

Supplies? If so, how much?)

Taxes and licenses? If so, how much?)

Business Travel? If so, how much?

Meals? If so, how much?

Utilities? If so, how much?

Wages? If so, how much?

Business Cell Phone? If so, how much?

Other expenses? If so, how much?

Upload profit/ loss statement & PROOF FOR ALL BUSINESS EXPENSES listed above

Are you interested in business funding? *

yes

Tax related deduction questions

Do you have any expenses for child care? *

yes

If yes, Please provide day care provider name

If yes, Please provide day care provider FULL address

If yes, Please provide day care provider phone number

If yes, Please provide day care provider EIN/ Tax ID number

Please upload day care invoice (PROOF OF DAY CARE EXPENSE)

Did you own a home or property at any time during the tax year? *

yes

Did you pay any mortgage interest ? (Form 1098) *

yes

If yes, upload 1098 mortgage statement

If yes, upload 1098

Do you have documents that show you paid real estate taxes? *

yes

If yes, upload proof of real estate taxes paid

Did you make any charitable contributions during the tax year? *

yes

Did you pay any high medical & dental expenses? This may include insurance premiums, prescription drug and medication, Amount paid to providers, X-rays, lab work, Nursing services, Hospital care, Alcohol and drug rehabilitation & Medical aids. *

yes

Did anyone listed on this intake form pay for tuition out of pocket (Form 1098T) or student loan interest (Form 1098-E) *

yes

Did you or your spouse contribute to a traditional IRA during the tax year? *

yes

Did you have healthcare coverage (health insurance) for you, your spouse and dependents during this tax season? *

yes

Do you have any student loans debt? *

yes

Do you have any child support debt? *

yes

Do you have any IRS debt? *

yes

Have your tax refund ever been taken by the IRS for owing a past due debt? *

yes

Do you have any financial debt that would prevent you from getting your tax return? *

yes

Are you struggling with bad credit? *

yes

Do you need to improve your credit score? *

yes

Upload additional documents

By signing this form, I acknowledge and confirm the following:

Accuracy of Information: I have provided accurate, complete, and truthful information to the best of my knowledge. I understand that it is my responsibility to ensure the accuracy of the details I have provided in this form and any supporting documents.

Tax Preparation Services: I understand that the tax preparation services being provided by Tanksleys Tax Express are for the purpose of assisting me in preparing and filing my federal, state, and local tax returns. I agree to cooperate fully with the tax preparer and provide all necessary documentation.

Tax Liability: I understand that it is my responsibility to pay any taxes owed to the IRS or state taxing authorities. I acknowledge that the tax preparer cannot guarantee any specific tax outcomes or refunds.

Electronic Filing: I consent to the electronic filing of my tax return, if applicable, and understand that I will receive an electronic copy of my tax return and supporting documents.

Fees and Payments: I acknowledge that I am responsible for paying any agreed-upon fees for tax preparation services, which may include preparation fees, filing fees, and other charges associated with the preparation of my tax return.

IRS Communication: I authorize Tanksleys Tax Express to communicate with the IRS or state tax authorities on my behalf regarding the preparation and submission of my tax return, if necessary.

Retention of Documents: I understand that my tax documents may be retained for the duration required by law and that I can request copies of my tax return or any related documents at any time.

By checking this box, I consent to receive marketing and promotional messages, including special offers, discounts, new product updates among others. Message frequency may vary. Message & Data rateT & CBy checking this box, I consent to receive transactional messages related to my account, orders, or services I have requested. These messages may include appointment reminders, order confirmations, and account notifications among others. Message frequency may vary. Message & DaT & CBy checking this box, I consent to receive transactional messages related to my account, orders, or services I have requested. These messages may include appointment reminders, order confirmations, and account notifications among others. Message frequency may vary. Message & Data rates may apply.Reply HELP for help or STOP to opt-out.By checking this box, I consent to receive marketing and promotional messages, including special offers, discounts, new product updates among others. Message frequency may vary. Message & Data rateT & CBy checking this box, I consent to receive transactional messages related to my account, orders, or services I have requested. These messages may include appointment reminders, order confirmations, and account notifications among others. Message frequency may vary. Message & Data rates may apply.Reply HELP for help or STOP to opt-out.By checking this box, I consent to receive marketing and promotional messages, including special offers, discounts, new product updates among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.s may apply. Reply HELP for help or STOP to opt-out.ta rates may apply.Reply HELP for help or STOP to opt-out.By checking this box, I consent to receive marketing and promotional messages, including special offers, discounts, new product updates among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.s may apply. Reply HELP for help or STOP to opt-out.

Taxpayer date signed *

Taxpayer Signature *

Clear

Spouse date signed

Spouse Signature

Clear