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
Chrystina MccloudTonya SnowD'Antra MixonNatosha FlemonDominique CaldwellAny Tax Professional
Preparer's Email
This is internal only - Please do not delete. Clients cannot see this. This is for automations only.
How did you hear about Undeniably Talented Tax Services I & II?*
Let us know how you heard about us! Be sure to mention your referral!
Who referred you? How did you hear about us?
Which tax year are you filing?*
If you are filing for multiple tax years, you must complete a separate intake form for each tax year
Interview Date*

MonthDayYear
Please select the date you are completing this form
VirtualIn-OfficeTranslator Used - Select if someone assisted you with this intake form
SingleHead of Household (Select this one if you have dependents to claim)Married Filing SeparateMarried Filing JointQualifying Widower
YesNo

Upload taxpayer's SPOUSE Driver's License or State ID - Be sure that the document is a clear copy*

Cancelof
Upload taxpayer's SPOUSE Social Security Card - Be sure that the document is a clear copy*

Cancelof
YesNo

What is the name of your business?
What is your EIN?
Employer Identification Number
Legal Address of Business

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Business Email
example@example.com
Business Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Sole ProprietorLLC - Single MemberLLC - S CorpLLC - Multi - MemberC - CorpS - CorpNon profit
What was your gross income for the tax year?
How long have you owned your business?
What type of services do you offer?
How many clients do you have?
YesNo
If yes, how much did you receive?
YesNo
How do you track your mileage?
YesNo
Upload supporting business documents - Be sure that the document is a clear copy

Ex: Detailed summary of expenses, Business License & Registration, Taxpayer Summary of Income, Bank Statements, Reconstruction of income and expenses, etc...
Cancelof
Upload 1099- K (If applicable)- Be sure that the document is a clear copy

Cancelof

List your business expenses - How much did you spend on each of these items? Self- Employed or 1099 Independent Contractor.

Rows	Yearly Amount (USD)
Advertising (Ads, website, etc...)
Travel (Hotels, Air BNB, etc...)
Rent/Lease
Meals
Supplies
Taxes
Wages
License
Office Supplies
Labor
Equipment
Utilities
Commission
Insurance
Legal Fees
Repairs
Vehicle Mileage
Vehicle Maintenance
Miscellaneous

Enter your dependents below:

Rows	Name	SSN	Date of Birth	Relationship	Did Child live with you longer than 6 months during the year?
1
2
3
4
5
6

Upload proof of head of household - Be sure that the document is a clear copy - To be eligible for Head of Household credit, please provide a lease agreement or a recent utility bill.

Ex: Lease, utility bill (water, electric), etc...
Cancelof
What proof of residency can you provide for the dependent(s) you are claiming to validate they lived in your home for 6 months or more?*
Upload proof for dependent(s) - Be sure that the document is a clear copy*

Ex: Report cards, Doctor's records, lease with children's names, Child care provider records, employer statement, Placement agency statement, Social service records or statement, etc...
Cancelof
YesNo
If yes, who and what is their relationship to the dependent?
YesNo
ActiveNot ActiveDeceasedWhereabouts unknownOther
What city and state does the other parent live in?
YesNo
Upload dependent(s) Social Security Card(s) - Be sure that the document is a clear copy*

Cancelof
Upload dependent(s) Birth Certificate(s) - Be sure that the document is a clear copy

Cancelof
Upload dependent(s) daycare form(s) - Be sure that the document is a clear copy

Cancelof

Do you, your spouse, and/or your dependents have health insurance within 12 months last year? If yes, who covers for it?

Rows	Yes/No	Employer	Spouse Ins	Exchange/ Marketplace	Direct with Insurer	Medicare	Medicaid
Taxpayer
Spouse
Dependent 1
Dependent 2
Dependent 3
Dependent 4
Dependent 5

If anyone in your household had insurance though the marketplace, please upload the 1095 A. If you don't provide this, it could cause a delay in refunds - Be sure that the document is a clear copy

Cancelof
YesNo
Upload your 1098 T here:

Cancelof
YesNo
Food StampsTANFMedicaidMedicare
How much do you receive monthly in benefits for subsidized housing, section 8, and/or other government assistance programs?
Ex: $258 in food stamps and $1300 in subsidized housing benefits
Please upload supporting documents - Be sure that the document is a clear copy

Cancelof
YesNo
Please upload supporting documents - Be sure that the document is a clear copy

Cancelof
Yes ; email last tax return to your preparerNo
Credit RepairVacation GetawayNot at this time
Credit Repair (Free for the FIRST 100 Clients. Credit Monitoring is required. $29.90 a month)Vacation GetawayNot at this time
By checking this box, you consent to receive communications from Undeniably Talented Tax Services I & II and Signed Sealed Approved, LLC via phone call, text message, email, or other electronic methods regarding tax preparation services, credit-related services, account updates, and related offers. Message and data rates may apply. Consent is not a condition of purchase. You may opt out at any time.

Direct DepositCheck mailedDebit card issued through our bank (Refund issued up to 4 days earlier)Other
Checking AccountSavings Account
Please enter your banking information here - Please be sure to double check your numbers to prevent delay in funding
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*

MonthDayYear
Date
Taxpayer Signature*

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By checking this box, you consent to receive communications from Undeniably Talented Tax Services I & II, LLC via phone call, text message, email, or other electronic methods regarding tax preparation services, account updates, and related information. Message and data rates may apply. You may opt out of communications at any time.
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Tax Preparation Client Intake Form