Upscale Multi Service Colorado Client Intake Form
  • Upscale Multi Service Client Intake Form

  • Please fill out this form completely and submit it along with all required tax documents, IDs, and SSN cards.

    ACKNOWLEDGEMENT


    I/We acknowledge that the information submitted to Upscale Multi Service LLC to prepare my/our tax return can be substantiated by receipts, canceled checks, and other documentation. The information provided is true, accurate, and complete to the best of my/our knowledge.

    I/We understand that in the event of an audit, I/we are responsible for gathering all
    necessary information. Assistance from Upscale Multi Service LLC may be requested if needed.

    I/We understand that I/we are responsible for my/our tax return and cannot hold Upscale Multi Service LLC accountable for any misrepresentation of information provided.

    I/We acknowledge receipt of the company’s privacy policy and understand that tax return information is kept confidential. Written authorization is required before releasing information to third parties.

    PRIVACY ACT: We reserve the right to contact you via email, text, phone, or mail for service updates and promotions.

    • Taxpayer Information 
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    • Spouse Information (If filing jointly) 
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    • Dependents 
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    • Tax Related Questions 
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    • Please upload all applicable tax forms and documents, as well as a valid unexpired government-issued ID (for ex: driver's license, passport) and social security card. 

      Applicable tax forms may include: W-2s, 1099misc, 1099-G unemployment, interest earned, retirements or more. If you're unsure feel free to reach out. 

      Be sure to attach all necessary documents for any dependents;

      birth certificate's 

      medical or school records 

      1098-T

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    • Acknowledgment & Signature 
      • I confirmed that all information I entered here is accurate and true.

      • I allow Upscale Multi Service to capture my sensitive data like personal Id, government Id, and other information.

      • I have read the terms and conditions and privacy policy of Upscale Multi Service.

      • By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
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