Taxpayer privacy: information entered here is not saved in a Tax Max/Base44 database and is not sent to AI. It stays on this device until you choose to download the PDF or securely upload the completed packet and selected documents to Tax Max Google Drive.
A short pre-interview intake. This master form is intentionally unbranded so each affiliate can add their own business name, logo, and contact information.
Primary Taxpayer
Spouse / Filing Household
Identity & Tax Document Uploads
Secure upload requires a private invitation from Tax Max.
You may complete, download, and print this form without uploading it.
This worksheet supports due diligence; it cannot make a return “audit-proof.” The preparer must ask follow-up questions when facts are incomplete, inconsistent, or appear incorrect, document the answers, and verify current tax law before filing.