Anytime Call

(401) 429-9948

Email Us

[email protected]

Office Location

695 Truman Parkway, Boston Massachusetts 02136

Anytime Call

(401) 429-9948

Email Us

[email protected]

Office Location

695 Truman Parkway, Boston Massachusetts 02136

Welcome to Upscale Bos

Let's gather some details regarding your scenario.

A Tax Specialist will then reach out to you as soon as possible,

to ensure we can accommodate your needs.

Personal Information

Full Name

Date of birth

Address

Street Address

City

State

Country

Postal Code

Email *

Phone *

Marital Status

Dependents

Relationship

Dependents Date of Birth

Years Lived with you

Dependents Full Name

Income Sources (select all that apply)

Income Sources (select all that apply)

Wages / T-Slips (employment income)

Self-Employment / Subcontractor

Delivery Driver or Gig Income

Rental Property – Long Term

Rental Property – Short Term (Airbnb, etc.)

Investments (interest, dividends, stocks, crypto)

Retirement Income (pension, RRSP, CPP/OAS, IRA, Social Security)

Foreign Income or Assets

Others Please Specify

Deductions & Credits (select all that apply)

Deductions & Credits (select all that apply)

Employment Expenses (home office, vehicle, supplies)

Child or Dependent Care Costs

Education Expenses (tuition, student loans)

Charitable Donations

Medical Expenses

Moving Expenses

Mortgage Interest / Property Taxes

Retirement Contributions (RRSP, 401k, IRA)

Others (Specify)

Business or Corporate Filing (if applicable)

Business Number / EIN

Approximate Revenue and Expenses

Business Name and Structure

Trust or Estate Filing

Corporate Filing

Special Circumstances (select all that apply)

Special Circumstances (select all that apply)

Adjustment or Correction to an already filed return

Help with CRA/IRS Letter

Final Return – Deceased

Non-Resident / Temporary Visa Filing

Audit history or outstanding tax issues

Bought or Sold a Home

Marriage, Divorce, or New Child in tax year

Large Gift or Inheritance

Disaster-related losses

Others please specify

Required Documents (you’ll be asked to upload or provide copies)

• T-Slips / W-2s / 1099s

• Prior year’s tax return

• Mortgage, property tax, or rental income records

• Charitable and medical receipts

• Business expense receipts and logs

• CRA/IRS or state notices

Identity & Compliance

Do you have an IRS/CRA identity PIN?

Yes

No

Have you experienced identity theft before?

Yes

No

Do you confirm all information is true and complete?

Yes

File in-office or from your couch—either way, you’ll get every dollar you deserve.

Our Services

Individual Tax Preparation

Contractor Tax Preparation

Business Tax Returns

Year Round Services

Free Resources

Tax Calculator

Tax Prep Checklist

Contact Now

Office Location

695 Truman Parkway, Boston Massachusetts 02136

(401) 429-9948

Anytime Call

Email Us

Office Location

Anytime Call

Email Us

Office Location

Welcome to Upscale Bos

Let's gather some details regarding your scenario.

A Tax Specialist will then reach out to you as soon as possible,

to ensure we can accommodate your needs.

Our Services

Free Resources

Tax Calculator

Tax Prep Checklist

Contact Now

Office Location

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