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PRF Tax Service – Tax Intake Form (2025)

Please complete this form to begin your tax preparation with PRF Tax Service.

After submission, you will receive next steps by email.

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Please fill the following

First Name

Last Name

Phone Number

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Spouse Contact Information

First Name

Last Name

Phone Number

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Please select your Filing Sratus 👇 ^*

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Preferred Method of Communication ^*

Text

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Please choose your Income source 👇 ^*

W-2

1099 SSA

1099 DIV

1099 Misc

1099 NEC

1099 R

Gig Work

Cash

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Do you plan to use a bank product this year? 👇 ^*

A bank product allows tax preparation fees to be deducted from your refund. Additional bank fees may apply.

Yes – deduct fees from my refund

No – I will pay upfront

Not sure – I’d like more information

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Do you plan to claim dependents?👇 ^*

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How Many? ^*

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Please review and confirm👇 ^*

I understand side income may require additional documentation

I understand pricing depends on tax complexity

I agree not to send tax documents by text or regular email

understand my return will not begin until all documents and payment are received

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Thank you! 🙌

Thank you for submitting your tax intake form with PRF Tax Service.

Please check your email for next steps, including payment and document upload instructions.

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