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

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Date
Email Address
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Street Address

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Income Sources

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Did you receive W-2 income in 2025?
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Did you have self-employment income in 2025?
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Credits & Deductions

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Other
Banking Information for Refund

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IRS Consent and Signatures

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