Home
File My Taxes
Book A Consultation
Tax Help
Document Upload
Business Expense Form

2025 TAX SEASON

Hello, Thank you for choosing Campbell Financial to assist you in making your tax season as seamless and as stress free as possible. Please ensure that all Information you submit here is accurate and true.

If we were communicating via Facebook messenger what's your Facebook Name?

Type of Client

Would you like to apply for a refund advance up to $7,500? (Jan - March) *

YES

NO

Do you owe student loans, taxes, or any other entity that maycause an offset?

YES

NO

Do you have an IP PIN number? *

YES

NO

This number is issued by the IRS as a security measure to protect your identity.

Enter your 2025 Identity Protection Pin

If you have an IP PIN it is needed to process your tax return.

First Name *

Last Name *

Address

Street Address *

City *

State *

Country *

Country

Postal code *

Phone *

Email *

Date of birth *

Job Title *

Referred By:

Were you considered legally married on the last calendar day of the year? *

Yes

No

Spouse's Name

Spouse's Date of Birth

Spouse's Job Title

Spouse's Telephone Number

Spouse's IP Pin Number

This number is issued by the IRS as a security measure. If an IP PIN was issued we will need it to process the return.

Please check all that apply for you for the tax year: *

A U.S. Citizen

In the U.S. on a Visa

A full-time student

Legally Blind

Healthcare.gov Marketplace Insurance

Totally or permanently disabled

Can be claimed as a dependent on someone else's return

Issued an identity protection PIN (IP PIN)

Over the age 18 and a full-time student

Owners or holders of any digital assets

Taxpayer is deceased

Taxpayer wishes to contribute $3 to the Presidential Election Campaign Fund

Served in a combact zone during tax year

Affected by a natural disaster during the tax year

Member of US Armed Forces

Please check all that apply for your spouse for the tax year: *

A U.S. Citizen

In the U.S. on a Visa

A full-time student

Legally Blind

Totally or permanently disabled

Can be claimed as a dependent on someone else's return

Issued an identity protection PIN (IP PIN)

Over the age 18 and a full-time student

Owners or holders of any digital assets

Taxpayer is deceased

Taxpayer wishes to contribute $3 to the Presidential Election Campaign Fund

Served in a combact zone during tax year

Affected by a natural disaster during the tax year

If due a refund, how would you like your refund *

If you have a balance due, how would you like to make your payment *

Bank Name *

Account Type *

Checking

Savings

Account Information *

Routing Number
Account Number

What was your marital status at the end of the filing year? *

Never married

Married

Divorced

Legally Separated but not Divorced

Widowed

If married, were you married for the entire year?

Yes

No

Did you live in any other state in 2025?

YES

NO

Did you make money in any other state in 2025?

YES

NO

Did you live with your spouse the last six months of the filing year?

Yes

No

Does your spouse have Marketplace Insurance?

YES

NO

Date of final decree

Date of separate maintenance decree

Would you (spouse,if applicable) like to receive written communications from the IRS in a language other than English *

Yes

No

Year of spouse’s death

Do you have dependents? *

YES

NO

How many dependents do you have? *

ONE

TWO

THREE

FOUR

MORE THAN 4

Dependent One Details:

Name
Date of Birth
Dependent Social Security Number
Relationship
Months Lived with You

Dependent One (Yes or No)

U.S. Citizen
Full-time Student
Disabled
Has IP PIN
Enter IP PIN if applicable
Is dependent married?
Does the dependent provide more than half of their own support?
Can dependent be claimed on someone else's return?
Has Marketplace Insurance?

Dependent Two Details:

Name
Date of Birth
Dependent Social Security Number
Relationship
Months lived with You
Marital Status

Dependent Two (Yes or No)

U.S. Citizen
Full-time Student
Disabled
Has IP PIN
Enter IP PIN if applicable
Is dependent married?
Does the dependent provide more than half of their own support?
Can dependent be claimed on someone else's return?
Has marketplace insurance?

Dependent Three Details:

Name
Date of Birth
Dependent Social Security Number
Relationship
Months Live with You
Marital Status

Dependent Three (Yes or No)

U.S. Citizen
Full-time Student
Disabled
Has IP PIN
Is dependent married?
Does the dependent provide more than half of their own support?
Can dependent be claimed on someone else's return?
Has Marketplace Insurance?

Dependent Four Details:

Name
Date of Birth
Dependent Social Security Number
Relationship
Months Live with You
Marital Status

Dependent Four (Yes or No)

U.S. Citizen
Full-time Student
Disabled
Has IP PIN
Enter IP PIN if applicable
Is dependent married?
Does the dependent provide more than half of their own support?
Can dependent be claimed on someone else's return?
Has Marketplace Insurance?

Did you receive a refund last year? *

YES

NO

Were you audited last year? *

YES

NO

Was the Earned Income Credit (EIC), Child Tax Credit (CTC), Additional Child Tax Credit (ACTC), American Opportunity Credit (AOC), claimed by you disallowed or reduced by the IRS on a past tax return? *

YES

NO

Are you fiing business/self-employment/side job/cash job/gig income? *

YES

NO

What is your business name if different from your name?

Do you need assistance with business start-up for an additional $499? *

YES

NO

Do you have W-2 employees on payroll? *

YES

NO

Does your business have an EIN? *

YES

NO

What is your business's EIN?

Is your business registered with the Secretary of State? *

YES

NO

How is your business structured? *

What services or products does your business offer?

Do you have a separate bank account for your personal and business accounts? *

YES

NO

Have you been issued a 1099-NEC, 1099-K, or any other documents to support your business income? *

YES

NO

How do you keep track of your business income and expenses? (Select all that apply) *

Bookkeeping Software

Excel

Paper receipts

Bank account statements

I don't keep track of income and expenses

Other

How do you receive payments from customers/clients? (Select all that apply) *

Cash

Cash App

PayPal

Venmo

Google Pay/Apple Pay

Zelle

Other

How much did you earn from this business this tax year? *

Please upload business income documents (Financial Statements, Bank Statements, Paid Invoices, Copies of Checks, Etc.) There is a business expense form in the menu if you need assistance with your business documents.

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Check only the boxes that apply to you and/or your spouse if you received money from any of the following in 2025:

Wages as a part-time or full-time employee

Business income/Self-employed income

Tips

Retirement account, pension or annuity proceedsption 3

Disability benefits (such as payments from insurance and worker's compensation)

Social Security or Railroad Retirement Benefits

Unemployment benefits

Refund of state or local income tax

Interest or dividends (bank account, bonds, etc.)

Sale of stocks, bonds or real estate

Alimony

Income from renting out your house or a room in your house

Income from renting personal property such as a vehicle

Gambling winnings, including lottery

Payments for contract or self-employment work

Any other money received during the year? (example: cash payments, jury duty, awards, digital assets, royalties, union strike benefits)

Check only the boxes that apply to you and/or your spouse. Paid any of the following expenses to itemize in 2025?

Mortgage Interest

Taxes: state, local, real estate, sales, etc.

Medical, dental, prescription expenses

Charitable contributions

Student loan interest

Child and dependent care

Contributions to a retirement account

School supplies by a teacher, teacher’s aide or other educator

Alimony payments (do not include child support)

You or someone in your family took educational classes (technical school, college, job related, etc.)

Sell a home

Have a health savings account (HSA)

Purchase health insurance through the Marketplace (Exchange)

Purchase and install energy-efficient home items (example: windows, furnace, insulation, etc.)

Have credit card, mortgage, or other debt cancelled/forgiven by a lender

Have a loss related to a declared Federal disaster area

Have a tax credit disallowed (example: earned income credit, child tax credit, or American opportunity credit)

Receive any letter or bill from the IRS

Make estimated tax payments or apply last year’s refund to 2025 taxes

Is there any other information you would like to include that has not been addressed during this intake? *

YES

NO

What other information would you like us to know?

Are you interested in credit repair for an additional $399? This is a one-time payment for annual credit repair.

YES

NO

Tax Documents (W2,1099, Business P&L, Unemployment,Marketplace Insurance)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 20 Files )

Tax Documents (W2,1099, Business P&L, Unemployment,Marketplace Insurance) (copy)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 20 Files )

Tax Documents (W2,1099, Business P&L, Unemployment,Marketplace Insurance) (copy) (copy)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 20 Files )

Tax Documents (W2,1099, Business P&L, Unemployment,Marketplace Insurance) (copy) (copy) (copy)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 20 Files )

Tax Documents (W2,1099, Business P&L, Unemployment,Marketplace Insurance) (copy) (copy) (copy) (copy)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 20 Files )

Tax Documents (W2,1099, Business P&L, Unemployment,Marketplace Insurance) (copy) (copy) (copy) (copy) (copy)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 20 Files )

ID/Driver's License *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Spouse's ID/Driver's License *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Your Social Security Card *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Spouse's Social Security Cards for Each Individual on Return *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Dependent One's Social Security Card *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Dependent Two's Social Security Card *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Dependent Three's Social Security Card *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Dependent Four's Social Security Card *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

ALL Other Documents HERE

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Extra Documents

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Extra Documents

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Tax Year

Today's Date

Your Signature *

Spouse's Signature *

You agree to receive text and phone calls from Jaecee Developments LLC and partners. The calls may be automated, ore-recorded, or use an Ai voice. You agree to receive marketing communications from Jaecee Developments LLC. You can opt out by reply STOP to a text or by texting 1-877-803-2102.

[email protected]

251-237-1122

750 Downtowner Loop W STE H

Mobile, AL 36609

IMPORTANT LINKS

TAX PREPARATION

DOCUMENT UPLOAD

BUSINESS EXPENSE FORM

ABOUT US

Campbell Financial is committed to providing all our clients with accurate tax returns that are audit proof. We find every tax credit and deduction you legally qualify for to help you save money and/or get the max back. We are ready and available all year for all your tax needs.

________________________________

CAMPBELL FINANCIAL | ALL RIGHTS RESERVED 2025

Privacy Policy