Undeniably Talented Tax Services 2026 Client Intake Form

  • Tax Preparation Client Intake Form

    2026 Tax Season

  • Thank you for completing your client intake form. Please take time gathering you, your spouse, and your dependent's documents before starting this form. The more information and documentation you provide ensures we are capturing the most accurate information to file your federal and state tax returns without any issues.

    Please wait until you have received all documents to complete this form. If all docouments are not provided correctly, your return may have a delay.

    Providing all requested information during intake allows us to research and maximize deductions or minimize your liabilities for the tax year.

    Please be sure to click the “Submit” button at the bottom of the form. You will receive a confirmation email to confirm your submission.

    This should take you approximately 30 minutes to complete.

    This intake form is highly secure and all requested information is required by the IRS. Your information is securely transmitted and protected using SSL (Secured Socket Layer) which provides the same protective measures as banks and physician’s offices. Protecting your sensitive information is of high importance to our firm.

    If you have additional documentation that you were not able to upload, please email them directly to UT_TaxService@outlook.com

  • Please select your Tax Professional below:*
  • Interview Date*
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  • Interview Setting*
  • Filing Status*
  • Would you like to apply for the Refund Advance Loan? (Additional fees may apply)*
    • Taxpayer Information 
    • Taxpayer's Date of Birth*
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    • Format: (000) 000-0000.
    • Can someone claim you (the taxpayer) as a dependent?*
    • Were you (the taxpayer) previously issued an Identity Protection Pin (IP-PIN) by the IRS or were you a victim of identity theft?*
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    • Do you (the taxpayer) or anyone being claimed as a dependent owe the IRS, in default with student loans or owe back child support? - Be sure to contact the IRS offset department to verify*
    • Have you (the taxpayer) ever been disallowed for EITC/ACTC/AOTC/CTC?*
    • What is the taxpayer's marital status as of December 31st of the tax year in which they filing?*
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    • Spouse Information 
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    • Do you have dependent(s) you would like to add?*
    • Income Information 
    • What type of income did you or your spouse have for 2025? Check ALL that apply.*
    • Did you receive unemployment during the tax year?*
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    • Did you have any gambling winnings during the tax year?*
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    • Did you work overtime last year at all? There are deductions available for you if you did.*
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    • Did you or your spouse work outside of Alabama last year?*
    • Did you receive any payment as an independent contractor this tax year? - Uber, Lyft, Instacart, DoorDash, Bartending, Modeling, Beautician Services, etc...*
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    • Did you have to use your own vehicle for business purposes?
    • Did you receive any other wage forms that you would like to submit?*
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    • Self-Employed - Only complete this if you own your own business or you are in a partnership 
    • Format: (000) 000-0000.
    • What is your business entity?
    • Did you receive payments from a 3rd party network such as Cash App, Paypal, Venmo, etc...
    • Do you travel for business?
    • Do you maintain separate banking accounts for personal and business transactions?
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    • Rows
    • Dependent(s) Information  
    • Rows
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    • Did anyone else provide support for this dependent(s)?*
    • Does the other parent have any rights to file the dependents(s) listed?*
    • What is the status of other biological parent?*
    • Did you pay anyone daycare fees for your dependent(s) for the tax year?*
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    • Tax Related Questions for Due Diligence 
    • Rows
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    • Did you or any of your dependents attend college during the tax year?*
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    • Do you receive subsidized housing or section 8?*
    • Do you participate in any government assistance programs? If so, which one(s)? Select all that apply
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    • Do you have a 1098 mortgage interest statement?
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    • Did you receive a federal tax last year?*
    • Are you interested in any of these services? Tax Prep*
    • Are you interested in any of these services?*
    • Acknowledgment & Signature 
    • If you are receiving a refund, how would you like your funds to be disbursed?*
    • What type of an account is this?*

    • Important Payment, Authorization, and Disclosure Notice

      Undeniably Talented Tax Services I & II, LLC – Client Taxpayer Acknowledgment

      Our mission is to help you meet your tax filing needs with accuracy and care. However, you understand and accept that certain circumstances may affect how or when your refund is issued.

      If your refund is delayed, reduced, offset, intercepted, or issued as a paper check due to federal or state debts (e.g., child support, student loans, IRS offsets, etc.), you remain fully responsible for all tax preparation fees owed to Undeniably Talented Tax Services I & II.

      By submitting this form, you acknowledge and agree to the following:


      All information provided is true, complete, and accurate to the best of your knowledge.


      You authorize Undeniably Talented Tax Services I & II, LLC. to:

      Collect, store, and process your sensitive personal information (e.g., SSN, ID)
      Prepare, sign (as applicable), and electronically file your tax return
      Contact the IRS Offset Hotline (800-304-3107) or similar agencies to verify any debts that may impact your refund
      You understand that you are solely responsible for the information provided on this form
      You confirm that you have disclosed any known offsets or government debts that may affect your return
      You acknowledge that Undeniably Talented Tax Services I & II LLC. is not liable for delays, penalties, or errors caused by inaccurate or incomplete information you submit


      You agree to the Terms and Conditions and Privacy Policy of Undeniably Talented Tax Services I & II LLC.
      If payment is not received in full within forty-five (45) days of filing, you understand that legal action or collection efforts may be pursued to recover unpaid fees.

    • Date Signed*
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    • Should be Empty: