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Did you file your 2024 Tax Return?
Did you have any MEDICAL/DENTAL expenses in 2025
Were you self-employed during 2025?
At any time during 2025, did you or your spouse: (a) receive ( as a reward, award, or payment for property or services); or (b) sell, exchange, gift, or otherwise dispose of a digital asset ( of a financial interest in a digital asset)?
Did you receive unemployment compensation during 2025?
Did you materially participate in the business in 2025?
Did you make any payment in 2025 that would require you to file form 1099

CLIENT NON PAYMENT/OFFSET CLAUSE, we strive to assist all of our clients in their tax needs, however we understand that situations arise. If your refund is offset by the IRS, student loans, child support or your check is mailed, you are still obligated to pay our company the fees associated with filing your tax return. By signing this agreement you acknowledge that if payment is not made in full with in 30 days legal actions will be sought to resolve payment. I am giving Locked In Tax Services and/or associated affiliates permission to prepare all forms related to my tax return and I have signed all necessary forms to file my income tax return electronically. I take full responsibility for the accuracy of this client intake form and understand that Locked In Tax Services and/or associated affiliates hold no responsibility for any misrepresentation or false claims.