Tax Registrations Form

Welcome to Up Consultants. Please complete this form to provide us with the information to best serve you. If you have any questions please email Theupconsultants@gmail.com. We look forward to serving you! Please upload all tax documents as well as all social security cards and state ID.
Name

First NameLast Name
Social Security Number
Tax Payers Date of Birth
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Preferred Method of Contact
Alternative Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Occupation
What was your filing Status as of Dec 2025?
Spouse's Full Name
Spouse's Social Security Number
Spouse's Date of Birth
Spouse's Email Address
Spouse's Phone Number
Dependent #1 Full Name
Dependent # 1 Date of Birth
Dependent # 1 Social Security Number
What is the relationship to dependent # 1 (son, daughter, nephew)?
How many months did dependent #1 live with you in 2025?
Dependent # 2 Full Name
Dependent # 2 Date of Birth
What is the relationship to dependent # 2 (son, daughter, nephew)?
Dependent # 2 Social Security Number
How many months did dependent # 2 live with you in 2025?
Dependent # 3 Full Name
Dependent # 3 Date of Birth
What is the relationship to dependent # 3 (son, daughter, nephew)?
Dependent # 3 Social Security number
How many months did dependent # 3 live with you in 2025?
How would you like your refund?
Name of Bank
Routing Number
Bank Account Number
How many W2's Does The Tax Payer Have?
How many W2's Does Your Spouse have?
Do you own a business and/or were you self employed?
Buisness Name
EIN#
How long have you owned your business?
How much profit was made in 2025 for your business?
Did you incur material expenses to operate your business in 2025?
Did you and your spouse live apart during 2025?
Did you pay over half the expenses of maintaining your residence for the entire year?
Can anyone claim you as a dependent?
Did you support a child or family member for more than 6 months out of the year?
How many dependents are you claiming?
Are there any dependents in daycare? If so, please upload the form you receive from the daycare provider.
Did you have insurance for the entire year in 2025?
If you had insurance through the marketplace, did you receive a 1095A Health Insurance Marketplace statement? (Not providing form IRS could delay your refund)
Did your dependents have insurance for the entire year in 2025?
Have you ever been denied the Earned Income Tax Credit (EITC)?
Did you attend college in 2025?
Did your spouse attend college in 2025?
Do you have a Form 1098T (Tuition Statement) for either you, your spouse and/or dependents? If so upload documents
Choose Tax Specialist
Please check and confirm all numbers including social security numbers, bank account information before submitting.

Please check and confirm all names are spelled correctly and all information is correct.

All files can be emailed to theupconsultants@gmail.com
I confirm and agree that all information is correct.
I am giving Up Consultants permission to prepare and submit 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 Up Consultants holds no responsibility for any misrepresentation or false claims.
Taxpayer Signature
Date

MonthDayYear
Date
Spouse Signature
Date

MonthDayYear
Date
Did someone refer you? Type there name or type "no"
Do you certify the profit made in 2025 is true, accurate and is given to use as a source of income for your 2025 Federal and State return?
File Upload

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Welcome to Up Consultants. Please complete this form to provide us with the information to best serve you. If you have any questions please email Theupconsultants@gmail.com. We look forward to serving you! Please upload all tax documents as well as all social security cards and state ID.