About Lake Blackshear Tax Pros
Safety of your personal information is paramount!
Lake Blackshear Tax Pros is a member of the United 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 CPATAXBANK services
offered through United 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.