2025 Tax Year Due Diligence Form

2025 Tax Year Begins Monday, January 5, 2026

PLEASE COMPLETE THE INFORMATION BELOW TO DETERMINE YOUR FILING STATUS

Multi choice

EXISTING CLIENT

NEW CLIENT

REFERRED BY

First name

Last name

Address (Include Apt # if Applicable)

Email

Phone

Last 4 of Social Security Number

1. What is your current filing status? (Choose One)

SINGLE - unmarried

MARRIED FILING JOINTLY (married living with spouse)

MARRIED FILING SEPARATELY (married but filing separately)

HEAD OF HOUSEHOLD - pay more than 50% of the household cost for a dependent child or relative who lives with you for more than 7 months

QUALIFYING WIDOW

2. HOW MANY PEOPLE LIVE IN YOUR HOUSEHOLD?

3. HOW MANY DEPENDENTS LIVE IN YOUR HOUSEHOLD?

4. HAVE THESE DEPENDENTS LIVED WITH YOU FOR THE ENTIRE YEAR?

5. ARE ANY OF THESE DEPENDENTS OVER THE AGE OF 18?

YES

NO

6. IF YOU ANSWERED "YES" TO #5, IS YOUR DEPENDENT CURRENTLY WORKING?

YES

NO

7. IF YOU ANSWERED YES TO #5, IS YOUR DEPENDENT A FULL-TIME STUDENT?

YES

NO

8. DO YOU HAVE HEALTH INSURANCE WITH MARKETPLACE? IF YOU ANSWER "YES", PLEASE EMAIL FORM 1095-A TO info@expedienttaxservice.com

YES

NO

Other

9. DID YOU RECEIVE UNEMPLOYMENT BENEFITS FOR THIS TAX YEAR? IF "YES", PLEASE EMAIL FORM 1099-G TO info@expedienttaxservice.com

YES

NO

10. ARE YOU INTERESTED IN REFUND TRANSFER AND/OR EASY ADVANCE? Deadline 2/28/26

YES

NO

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2025 Tax Year Due Diligence Form