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  • REGULAR INTAKE FORM 2024

  • 🚨MUST READ:

    By beginning to complete or submitting this intake form, you consent to SEG Tax Services securely storing your information with Jotform. Please note that your intake forms are deleted after your appointment. This applies from the moment your intake form is submitted until it is deleted. Rest assured, your information will not be sold or shared with third parties or other companies, except as required by law or to prevent fraud. In certain situations, we may share client data if necessary, depending on the circumstances. The information you provide will be used solely for tax-related purposes unless you specify otherwise. If you do not agree to have your information stored, please notify us immediately, and we will provide an alternative method for proceeding with your tax filing.
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  • *IMPORTANT

    If you are married or married filing separate please fill out all of your spouse's information to avoid delays in processing your tax return.
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