TAX PREP CLIENT INTAKE FORM

Please confirm the calendar year you are completing this client intake form. *

2025 (Jan 1 -Dec 31 2025)

2024 (Jan 1 -Dec 31 2024)

2023 (Jan 1-Dec 31, 2023)

TAXPAYER INFORMATION:

TaxPayer Name *

Taxpayer Social Security Number *

Date of birth *

Taxpayer Phone *

Taxpayer Email *

Street Address

City *

State *

Country

Postal code *

Occupation *

Please upload a taxpayer's unexpired driver's license *

Do you have an IRS Identity IPPIN? *

Yes

No

Identity Protection Pin (if applicable)

Can anyone else claim you as a dependent on their tax returns? *

Yes

No

Are you legally blind? *

Yes

No

Are you totally and permanently disabled? *

Yes

No

Are you a full-time student? *

Yes

No

Did every member of your household have health insurance for the tax year? *

Yes

No

Did you have Health Care through Affordable Care (Market Place)? *

Yes

No

Upload From 1095A

SPOUSE INFORMATION

Spouse Full Name

Spouse Social Security Number

Spouse Date Of Birth

Email Address

Phone Number

Address

Street Address
City
State/Province
Postal/Zip Code

Spouse Occupation

Please provide State ID #

Are they totally and permanently disabled?

Yes

No

Are they legally blind?

Yes

No

Are they a full-time student?

Yes

No

Spouse Employment Status

Dependent Information

Dependent Verification – Required Documents
To complete the IRS Relationship Test and confirm eligibility for the Earned Income Credit (EIC) and Child Tax Credit (CTC), please upload the following documents for each dependent listed on your tax return:

Social Security Card
Medical Records (showing the dependent’s name and your address or relationship)
School Records (showing the dependent’s name and your address or relationship)

All documents must clearly display the dependent’s full name and provide proof of relationship or residency with the taxpayer.

Please enter each dependent’s details below:

Full Name
Social Security Number (SSN)
Date of Birth (MM/DD/YYYY)
Relationship to Taxpayer

Do you have any dependents you will like to claim? *

Yes

No

Dependent (1)

Name
Social Security Number
Date of Birth
Relationship

Was Dependent (1) a Full-Time Student at a Post-Secondary School?

Upload Was Dependent (1) 1098T

Dependent (1) Required Documents

Dependent (2)

Name
Social Security Number
Date of Birth
Relationship

Was Dependent (2) a Full-Time Student at a Post-Secondary School?

Upload Was Dependent (2) 1098T

Dependent (2) Required Documents

Dependent (3)

Name
Social Security Number
Date of Birth
Relationship

Was Dependent (3) a Full-Time Student at a Post-Secondary School?”

Upload Was Dependent (3) 1098T

Dependent (3) Required Documents

Add't Dependents

How many months did this dependent(s) live with you?

Did you provide more than half of this dependent's financial support?

Yes

No

Can anyone other than you qualify to claim this dependent?

Yes

No

Did you pay for childcare or daycare expenses during the tax year?

Yes

No

Amount paid for childcare.

Upload Childcare Tuition Statement(s)

SOURCE OF INCOME

Do you have any non-US income or assets? *

Yes

No

Please upload all income verification documents that apply to your tax situation. Failure to provide complete income documentation may cause delays in the processing of your return or delay any refund that may be due. *

Addtl income Documents

FOREIGN INCOME

Did you have foreign accounts or investments that had an aggregate value of over $10,000? *

Yes

No

Do you have any foreign accounts where the aggregate value was higher than $50,000 on the last day of the tax year or the aggregate value exceeded $75,000 at any point in the tax year? *

Yes

No

RENTAL INCOME

Property Address

Did you sell this property this year?

Yes

No

Did you or a family member stay at this property last year?

Yes

No

Did you make any improvements to this property last year?

Yes

No

Did you have any other income not listed above (like cash work, tips, prizes, or side jobs)? If yes, please describe below:

BUSINESS INCOME

What is the main activity of this business?

Business Name

Does this business have a tax registration number? (EIN)

Yes

No

Business EIN Number

Who owns the business?

Taxpayer

Spouse

Both

Business Partner outside of Spouse

Business structure

Sole Properitor

LLC

Partnership

Other

BUSINESS EXPENSE

If you earned self-employment or 1099 income, please provide a detailed record of your business expenses for the year.

Office supplies and equipment
Advertising and marketing
Business insurance
Vehicle expenses ( maintenance)
Phone and internet used for business
Professional fees (licenses, subscriptions, continuing education)
Travel and meals related to business
Contract labor or employee wages
Tax Preparation Fees
Supplies
Utilities

Did you use your vehicle for the business last year?

Yes

No

Did you purchase a vehicle for business in Tax Year 2025?

if yes, What is the Make and Model?

What is the Purchase Cost of Vehicle?

When did you place your vehicle in service for business purposes?

Number of miles used over the year for business

Number of miles used over the year for other purposes

Was your vehicle available for personal use off-duty hours?

Did you (or your spouse) have another vehicle for personal use?

Yes

No

Is your office based out of your home?

Yes

No

Total area of the house (sq feet)

Area of business portion

DEDUCTIONS

Pease select and provide details for any deductions you wish to claim on your tax return. Deductions help reduce your taxable income and may increase your refund.

Let’s make sure you get every deduction you deserve!

Charitable donations (church, nonprofit, or GoFundMe verified causes)
Mortgage interest and property taxes
Medical and dental expenses
Health insurance premiums (if self-employed)
Student loan interest
Tuition and education expenses
IRA or retirement contributions
Union dues or professional membership fees
Job-related expenses (for qualified occupations)

Upload Deduction Documents or Receipts

ESTIMATED TAXES AND PAYMENTS

If you made estimated tax payments during the year (for example, quarterly IRS or state tax payments), please provide the details below.
This ensures your return is accurate and you receive full credit for all payments made.

Please include:

Date(s) of payment
Amount(s) paid
Who the payment was made to (IRS or State)
Upload proof of payment (if available)

Did you make any estimated tax payments this year? If Yes, please tell us the dates and amounts, and upload any receipts or confirmations.

Upload Estimated Tax Payment Receipts

ADD ONS

Would you like to add Audit Protection to your tax return? This service provides support and representation in the event your return is selected for review or audit by the IRS or state tax agency. *

How would you like to receive your tax refund? *

Check (Only available for in office visits)

Direct Deposit

Prepaid Card

Financial Institution Name

Rounting Number

Bank Account Number

Account Name (as it appears on the bank account)

Cash Advance Up to $7,000

Get access to a tax refund cash advance up to $7,000 once your return is filed and approved by the bank.

This advance allows you to receive money before your IRS refund is released.

Application Cost: $90

The $90 application fee is required to process your advance request and is non-refundable.

Funds may be available within 24–48 hours after bank approval.
Approval is not guaranteed; eligibility is based on bank underwriting.

Do you wish to apply for Cash Advance? *

How would you like Pay?* *

Deduct Preparation Fee from My Refund (Bank Fee and Surcharges Do Apply)

Pay Preparation Fee Upfront

CLIENT ACKNOWLEDGEMENT & AUTHORIZATION

By signing below, I confirm and agree to the following:

Accuracy of Information
I certify that all information provided in this form is true, complete, and accurate to the best of my knowledge.
Consent to Data Collection
I authorize Upscale TaxGo Suites by Unparalleled to collect and securely store my personal and sensitive data, including but not limited to my government-issued identification, Social Security Number (SSN), income documentation, and other tax-related information, for the purpose of preparing and filing my tax return.
Terms and Privacy
I have read and agree to the Terms & Conditions and Privacy Policy of Upscale TaxGo Suites. I understand that my personal data will be handled in accordance with these policies.
Acknowledgment of Responsibilities
By signing below, I acknowledge that I have read and understood both my responsibilities and those of Upscale TaxGo Suites in the preparation of my tax return.

Taxpayer Signature *

Clear

Date Signed *

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.