About Upstate Tax Group
Safety of your personal information is paramount!
Upstate Tax Group is a member of the Co-op Cloud Partners Services. We are proud to only operate in a private and secure, IRS Circular 230 compliant
communications network to submit all state and federal tax work documents. We participate in the tax return preparation process via a proprietary nationwide
network through the TAXPLANBANK services offered through Co-op Cloud Partners Services, so the security of our system is of the highest available anywhere!
Intake Form Download
A tax intake questionnaire can facilitate the process of pulling together your tax information. This basic tax intake tool
is designed for new clients and allows you to gather the information you need for us to help you. You can then print the
completed tax intake tool and mail it, drop it off at our offices or request a client portal be sent to you to upload from
home... whichever way best serves you! NEVER fax or e-mail the completed forms over the phone lines or internet... It's
not safe! We can help you go over the internet through our private IT system with Client Portals if you desire. We also
find it helpful if you provide your last two years tax returns that includes prior year information and carryover data.
You can click the link below to download the intake form in Adobe Reader (PDF) format. You can get Adobe Reader free from Adobe's website.
Federal Tax Forms
Looking for a federal tax form? Browse this online tax forms library to find
downloadable IRS forms. The forms are presented in PDF format and are acceptable for filing with the IRS. You may also choose
from dozens of helpful tax publications developed by the IRS to help taxpayers have a better understanding of various tax
issues. Available in PDF format, these publications are written in a plain language format geared specifically to taxpayers.