Simmons Tax & Financial Service

Tax Intake Preparation Form Tax YR 2025 - 2026

Date *

Type of Client - Please indicate client status and current or past year's return *

Returning Client

New Client

PLEASE READ THE TEXT BELOW BEFORE PROCEEDING!!!

The focus is to audit Earned Income and Child Tax clients, Schedule C clients, and clients receiving the Education Credit. These returns will be at a greater risk for return for this tax season. To diminish the likelihood for audit, please make sure to provide substantial documentation to support your filing status. For EIC and CTC clients, please provide documentation to support Head Of Household status, i.e, lease, or a bill from 2025. If you have dependents, please make sure to upload their social security cards, or school records as proof that they reside with you.If you are claiming an Education Credit, please be sure to provide the 1098-T to support this claim. If you are a business owner, please be sure to provide ample proof of the legitimacy of the business, i.e, EIN, proof of Articles. Please be sure to provide supporting documentation for sales, and expenses such as: profit and loss statement, bank statements, receipts, expense/sales sheet, 1099-K received from Paypal, Cash App or Zelle, or a written statement with your total revenue and expenses. Please note, COVID credits have been eradicated for tax season 2022 and beyond. Refunds will not be as large as they were in previous tax seasons2020 and 2021. My goal is to keep all of my clients audit-free, and you can assist by providing as much supporting documentation as possible. All schedule C returns will automatically be enrolled into audit protection, which is $99, unless opted out of. I highly suggest keeping this feature, in the event that the IRS question anything on your schedule C, Simmons Tax Service LLC will advocate on your behalf, corresponding directly with the IRS and collecting all applicable documentation. This is also recommended for any client claiming EIC or CTC.

First Name *

Last Name *

Address

Street Address *

City *

State *

Country *

Postal code *

Phone *

Email *

SSN *

Date of birth

Occupation *

Questionnaire

Answering these questions will toggle specific forms for your tax situation to keep you from answering irrelevant information and save time

Do you have dependents *

Yes

Would you like to apply for a refund advance? *

Yes

Are you filing a business/self employed/side job/cash job? *

Yes

Do you owe student loans, taxes, or other entity, such as child support, that might offset your refund? *

Yes

I am aware that if I have a tax debt that will offset my potential refund, I must satisfy my tax payment before my taxes will be filed *

I am aware. I would like to discuss payment arrangements

I do not owe

Dependent 1

First Name
Last Name
Date of Birth
Social Security Number
Relationship to you

Dependent 2

First Name
Last Name
Date Of Birth
Social Security Number
Relationship to you

Dependent 3

First Name
Last Name
Date of Birth
Social Security Number
Relationship to you

Do you have more than three dependents? *

Yes

Has or can anyone else filed these dependents for the 2025 tax year? *

Yes

Income

Deductions & Credits

Healthcare Information

Did you purchase insurance from the Marketplace OR have any premium credits from the Insurance company ? Call 1-800-318-2596 if you don't have it. *

Yes

Refund Advance Application

Would you like to apply for the advance up to $9500? (It all depends on the amount of your refund). There are two types of refund advances. PREACK (before the IRS OPENS Jan 2 until the IRS opens) and IN SEASON (when the IRS opens). Whatever method you use for refund advance, you'll receive refund the same way! It can't be changed even if you're denied. Preack- Approval rate of 56%. Harder bc they may look at credit, but not specifically credit based. Refund History for last 5 years. 2 out of 10 clients receive it. If you are denied, there is another opportunity for you to apply for the in season loan. In Season- Approval rate 79%. Easier to get. Refund history from previous year. 4 out of 5 of my clients receive it. If you are denied, there is not any more chance of funding.**DISCLAIMER: DESPITE ODDS, REFUND ADVANCES ARE NOT GUARANTEED. THE BANK CAN APPROVE YOU FOR THE AMOUNT REQUESTED, DENY YOU, OR APPROVE YOU FOR A LESSER

AMOUNT.**

Would you like to apply? *

Yes

How would you like to receive it? *

Check (Printed in Our Office and Mailed/Pick Up)

Prepaid Debit Card (We Issue and Mail)

Direct Deposit to your Account (If Approved)

Acknowledgement *

I understand that the refund advance is not guaranteed and that all loans will have finance fees

I do not agree, I opt out of refund advance

Refund Selection

How would you like your refund? *

Paper Check Printed In Office

Prepaid Debit Card

Direct Deposit to My Account

Bank Account Type *

Checking

Savings

ROUTING NUMBER

put n/a if not getting Direct Deposit)

ACCOUNT NUMBER *

put n/a if not getting Direct Deposit)

Have you received an estimate with another tax preparer? *

Yes

Amount $$$

Do you have an IPIN provided to you via the IRS? *

Yes

What is your IPIN?

Are you looking to purchase a home or refinance your existing one?

Yes

What are you credit scores? (Give at least 3)

1
2
3

If you have any self-employment income, a 1099 Or a 1099(s), please select 'YES', and complete the questionnaire. If not, click 'Next'.

Yes

Audit Protection *

Yes

Acknowledgement

I understand by completing this intake form and signing, that my return will be prepared and submitted to the IRS

I attest that all information on this form is true and correct

File Upload

Click to upload

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