Limitless Tax Pros – Secure Tax Client Intake & Upload Portal

Limitless Tax Pros – Secure Tax Client Intake & Upload Portal

Welcome to Limitless Tax Pros Secure Client Portal. Please complete this intake form and securely upload your tax documents. All information is confidential.
Client Information
Full Legal Name

First NameLast Name
Date of Birth

MonthDayYear
Date
Social Security Number
Filing Status
Current Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email Address
example@example.com
Spouse Information

Complete this section if you are married.
Spouse Full Name

First NameLast Name
Spouse Date of Birth

MonthDayYear
Date
Dependents

Add each dependent below.
Dependents
Income Sources (select all that apply)

Other income
Credits & Deductions (select all that apply)
IRS Due Diligence Questions

Please answer all questions below.
I have provided all income information received for the year.
All dependents listed lived with me more than half the year.
I provided more than half the support for each dependent.
No one else can claim my dependents.
I understand inaccurate information may result in penalties.
I had foreign accounts or assets during the year.
I had cryptocurrency or digital asset transactions.
Secure Document Upload Portal

Upload your tax-related documents securely below.
Upload W-2s, 1099s, and other income documents (multiple files allowed), Form 1095-A, ID for anyone 18 and up

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Upload dependent documents (multiple files allowed) SS card, Birth certificate, ID

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Upload prior-year tax return (multiple files allowed)

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Upload IRS or state notices (if any, multiple files allowed)

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Refund Method (optional)

Provide your bank information for direct deposit (optional).
Bank Name
Account Type
Authorization
By signing below, I confirm that the information provided is accurate and complete to the best of my knowledge, and I authorize Limitless Tax Pros to prepare and electronically file my tax return.
Electronic Signature
Date

MonthDayYear
Date
Choose A Preparer
Email
example@example.com
Choose a preparer
example@example.com
Did you file taxes for 2025?
Should be Empty:

Limitless Tax Pros – Secure Tax Client Intake & Upload Portal

Client Information

Spouse Information

Dependents

IRS Due Diligence Questions

Secure Document Upload Portal

Refund Method (optional)

Authorization