Clone of TAX FORM

Blueprint Professional Services Client Intake & Document Upload Portal
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Thank you for choosing Blueprint Professional Services. Please complete this intake form as accurately as possible and upload all requested documents before submitting. Depending on the service you select, additional questions and document upload requests may appear. Providing complete and accurate information helps us review your file more efficiently and reduces delays in processing your request.
Have you worked with Blueprint Professional Services before?
Which tax year are we preparing or reviewing? *
What service are you requesting today?
Please select the service you need. Additional questions will appear based on your selection.
How did you hear about Blueprint Professional Services?
Please enter the full name of the person who referred you.
Are you applying for a FAST CASH ADVANCE (additional fees apply for advance)
Name

First NameLast Name
Social Security Number
Date of Birth

MonthDayYear
Date
Identity Verification

Please upload a clear, legible copy of one of the following:
- Driver's License
- State-Issued Identification Card
- U.S. Passport
Upload a Government-Issued Photo ID (Driver's License, State ID, or Passport)

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Did the IRS issue you an Identity Protection PIN (IP PIN)?
Please enter your 6-digit IRS Identity Protection PIN (IP PIN).
Current Mailing Address

Street Address

Street Address Line 2

CityState / Province

Zip Code
Has your mailing address changed since your last tax return was filed?
Primary Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Secondary Phone Number (Optional)
Please enter a valid phone number.Format: (000) 000-0000.
Primary Email Address
example@example.com
Confirm Email Address
example@example.com
Preferred Method of Communication
What is your expected filing status for this tax return?
Head of Household Qualification

To qualify for Head of Household filing status, you generally must meet all of the following requirements:
- You were unmarried or considered unmarried on the last day of the tax year.
- You paid more than half of the cost of maintaining your home during the year (such as rent, mortgage, utilities, property taxes, insurance, groceries, and other household expenses).
- A qualifying child or other qualifying dependent lived with you for more than half of the year (exceptions may apply for certain parents).
Please note: Choosing Head of Household does not automatically mean you qualify.

During the preparation of your tax return, Blueprint Professional Services will review your information and supporting documentation to determine whether you meet IRS eligibility requirements.
Do you believe you qualify to file as Head of Household?
Income Information

Please tell us about all sources of income you (and your spouse, if filing jointly) received during the tax year. Upload the applicable tax forms for each item selected.
Employment Income

Form W-2
Did you receive wages from one or more employers during the tax year that were reported on Form W-2?
If Yes, Upload ALL W-2 Forms

Please upload every W-2 you received for the tax year. Paystubs are not accepted. If you worked for multiple employers, upload all W-2 forms.
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Unemployment Compensation
Did you receive unemployment compensation during the tax year?
If Yes, Upload Form 1099-G

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Retirement Income
Did you receive retirement, pension, or IRA distributions?
If Yes, Upload Form 1099-R

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Social Security Benefits
Did you receive Social Security benefits?
If Yes, Upload SSA-1099

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Interest & Dividend Income
Did you receive interest or dividend income?
If Yes, Upload Forms 1099-INT and/or 1099-DIV

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Self-Employment Income
Did you receive self-employment income or Forms 1099-NEC, 1099-MISC, or 1099-K?
If Yes, Upload all 1099 Forms

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Did you, your spouse (if filing jointly), or any dependent receive health insurance through the Health Insurance Marketplace (Affordable Care Act) for the selected tax year(s)?
If Yes, Upload Form 1095-A

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How many dependents are you claiming?
If you are claiming dependents, they must be related to you! Are these dependents related to you?

PLEASE ENTER ALL DEPENDENTS

Rows	Name	Date of Birth	Social Security Number	Relationship
Dependent 1
Dependent 2
Dependent 3
Dependent 4

PLEASE UPLOAD ALL SOCIAL SECURITY CARDS

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PLEASE UPLOAD ALL BIRTH CERTIFICATES

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Did you pay childcare in 2025?
How much child care did you pay?
SPECIAL DEDUCTIONS

CHECK ALL THAT APPLY
Check all that apply
Are you self-employed (freelancing, service-based gig, online businesses, etc) ?

Other
What type of business do you have?
What is your EIN? If applicable, but not necessary.
What was your gross in 2025? Include all sources of self-employed income

How would you like to receive your refund?
Account Number
Routing Number
NOTES FOR TAX PREPARER
Signature - Certify all Information Provided is Correct & Accurate
Should be Empty:

Rows	Expenses
Advertising
Car and truck expenses
Commissions and fees
Insurance, other than health
Contract labor
Depletion
Depreciation and section 179 expense deduction
Employee benefit programs
Insurance, other than health
Interest Mortgage (paid to banks, etc.) Other
Legal and professional services
Office expense
Pension and profit-sharing plans
Rent or lease a vehicles, machinery, and equipment or other business property
Repairs and maintenance
Supplies not included in Part III
Taxes and licenses :less Form 8846 credits:
Travel and meals

Blueprint Professional Services Client Intake & Document Upload Portal

PLEASE READ CAREFULLY

Employment Income

Unemployment Compensation

Retirement Income

Social Security Benefits

Interest & Dividend Income

Self-Employment Income

SPECIAL DEDUCTIONS