Spouse Full Name

Spouse - TAX ID/SSN#

Spouse Occupation

Spouse Date of Birth

Date of Death

Spouse Phone

Spouse Email

Spouse Address

Spouse Address line 2

Spouse - City

Spouse State

Spouse Zip Code

Spouse Driver's License #

Spouse State Driver's License Was Issued

Spouse Date Driver's License Was Issued

Spouse Driver's License Expiration Date

Spouse - Photo of Social Security Card & Driver's License

Do you have any dependents?

Yes

Dependents

Should only be listed if you take care of the dependent over half of the year.

Dependent(s) - Photo of Social Sec. Card(s)

1. Dependent Information

D1 - Gender of Dependent & Dependent Relationship to You

D1 - First Name

D1 - Middle Name

D1 - Last Name

D1 - Suffix

D1 - Date of Birth

D1 - Social Security Number

2. Dependent Information

D2 - Gender of Dependent & Dependent Relationship to You

D2 - First Name

D2 - Middle Name

D2 - Last Name

D2 - Suffix

D2 - Date of Birth

D2 - Social Security Number

3. Dependent Information

D3 - Gender of Dependent & Dependent Relationship to You

D3 - First Name

D3 - Middle Name

D3 - Last Name

D3 - Suffix

D3 - Date of Birth

D3 - Social Security Number

4. Dependent Information

D4 - Gender of Dependent & Dependent Relationship to You

D4 - First Name

D4 - Middle Name

D4 - Last Name

D4 - Suffix

D4 - Date of Birth

D4 - Social Security Number

Do you have Dependent Daycare Expenses? *

Yes

No, all dependents are entered

Child Latchkey, and Dependent Daycare Expenses

If the provider is a person, enter the care provider's SSN.

Provider Phone Number

Amount Paid

Child Name

Provider

Provider Name

Tax ID# / SSN

Provider Address

Provider City

Provider State

Provider Zip Code

What type of employee were you in 2025?

Upload W2

Upload photos of your W-2, 1099, and ALL other documents.

Upload 1099/ Business Income Here

Attach photos of all documents that can be used to assist your tax preparer with the preparation of your tax return.

Enter any additional information or comments that you would like to include for your tax preparer.

If you did not file your tax return with us last year, we recommend uploading a copy of your previous year's tax return.

Do you owe from previous years?

Yes

I have not filed previous years

Do you have a business that you would like to be included in your return?

Yes

What TAX year are you filing on this INTAKE?

If you are filing prior year, please list which year or years below:

Any Additional Info we would have missed, Please report it here.

Any Additional documents we would have missed ( please upload them here )

Do you have a IRS ID ME ACCOUNT?

IRS ID ME Account Login

IRS ID ME Account Password

Refer your Family/ friends and earn up $100 per friend that uses our services

#2. Refer your Family/ friends and earn up $100 per friend that uses our services

Consent to Use Of Tax Return Information

“Pro Financial Tax Services LLC” ("we," "us" and "our")

Federal law requires this consent form be provided to you ("you" refers to each taxpayer, if more than one). Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return.

You are not required to complete this form. If we obtain your signature on this form by conditioning our services on your consent, your consent will not be valid. Your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one (1) year.

If you do not consent, then you may still have your tax return prepared and electronically filed by us for a fee.

For your convenience, we have entered into arrangements with a bank to provide qualifying taxpayers with the opportunity to apply for a Refund Anticipation Loan (RAL), or a Preferred Electronic Refund Check (PERC), or an Electronic Refund Deposit (ERD). To determine whether these products may be available to you, we will need to use your tax return information by analyzing it and calculating the amount of your anticipated refund.

If you would like us to use your tax return information to determine whether these products may be available to you while we are preparing your return, please sign and date this consent to the use of your tax return information.

By signing below, you (including each of you if there is more than one taxpayer) authorize us to use the information you provide to us during the preparation of your tax return to determine whether to present you with the opportunity to apply for these products and services.

What Tax year are you filing

Printed Full Name of Taxpayer

Taxpayer Signature

Clear

Date

Printed Full Name of Joint Taxpayer

Joint Taxpayer Signature

Clear

If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by email at complaints@tigta.treas.gov.

Consent to Disclosure of Tax Return Information

"Pro Financial Tax Services LLC" ("we," "us" and "our")

Federal law requires this consent form be provided to you ("you" refers to each taxpayer, if more than one). Unless authorized by law, we cannot disclose, without your consent, your tax return information to third parties for purposes other than the preparation and filing of your tax return. If you consent to the disclosure of your tax return information, Federal law may not protect your tax return information from further use or distribution. You are not required to complete this form. If we obtain your signature on this form by conditioning our services on your consent, your consent will not be valid. If you agree to the disclosure of your tax return information, your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year.

In order to process your return we must disclose all of your tax return information to Pro Financial Tax Services LLC that we utilize in order to provide certain services.

If you will allow us to disclose your tax return information to Pro Financial Tax Services LLC for this purpose, sign and date your consent to the disclosure of your tax return information.

By signing below, you (including each of you if there is more than one taxpayer) authorize us to disclose to Pro Financial Tax Services LLC all of your current and past year tax return information. If you are not willing to authorize us to share your tax information with the other firms, you can still choose to have your tax return prepared and filed by us for a fee.

Printed Name of Taxpayer

Taxpayer's Signature

Clear

Signing Date

Printed Name of Joint Taxpayer

Joint Taxpayer's Signature

Clear

I agree to terms & conditions provided by the company.

Promo Code

E-Signature Below

Clear

By filling out this form, you are giving Pro Financial Tax Services LLC consent to disclose and transmit information entered above on your behalf. By signing above you confirm that the information entered is true and accurate. If you have any questions, do not hesitate to call/text Pro Financial Tax Services LLC .

By signing, you are giving consent to disclose and file to Pro Financial Tax Services LLC. You acknowledge and understand that any outstanding tax preparation fees will be auto-debited from the listed account if payment isn't received.