Uptown Tax Pros LLC – Luxury Tax Client Intake

Uptown Tax Pros LLC – Luxury Tax Client Intake

Please complete this secure intake form to help us prepare your individual tax return. All information is confidential and used solely for your tax preparation.
Client Personal Information

Tell us about yourself.
Full Name*

First NameLast Name
Date of Birth*

MonthDayYear
Date
Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Residential Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Widow(er)
YesNo
Dependents Information*
Income Sources

Please provide your income information.
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Upload W-2 Form(s)

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Self-Employment Details
Unemployment CompensationRetirement/Pension IncomeSocial Security BenefitsInterest/DividendsRental IncomeNo other incomeOther
Credits & Deductions

Select any credits or deductions that may apply to you.
Earned Income Credit (EIC)Child Tax CreditEducation CreditsRetirement Savings Contributions CreditMedical Expenses DeductionMortgage Interest DeductionCharitable ContributionsOther
Banking Information for Refund

Provide your bank details for direct deposit of your tax refund.
Bank Name*
CheckingSavings
Name on Bank Account*
IRS Consent and Signatures

Please review and sign below to authorize Uptown Tax Pros LLC to prepare your tax return.
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