Tax Client Interview
Welcome to my tax services! To get started, please fill out this Client Interview Form. This is a simple way for me to learn more about you and get an overview of your tax situation. I will then review your responses and decide if we can work together effectively. If so, in the next step, I will invite you to create a profile in my secure client portal. This is where my team and I will manage your tax information and documents safely and efficiently. If for some reason, I feel we’re not the right fit, I’ll communicate that respectfully, and do my best to provide you with alternative options and resources. Thank you for your cooperation.
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Please indicate if you consent to receive text messages at this mobile number
Yes
No
What was your Occupation for the tax year you are filing?
What was your Income for the tax year you are filing?
Will you be filing with a Spouse?
Yes
No
I need help with this answer
Will you be claiming Dependents?
Yes
No
I need help with this answer
Do you Own or Rent where you live?
Own
Rent
Please let me know if you own Rental Property and/or have Investments? Both?
Do you have a business?
Yes
No
I have a part-time business/side-hustle
If you do have a business/side-hustle, what Industry are you in?
How long have you been in business?
How much Revenue did your business make for the tax year that you are filing?
How is your Business Structured?
Sole Proprietorship
LLC (owned by you)
LLC (owned by you and someone else)
Partnership
S-Corporation
C-Corporation
Non-Profit
I am not sure
Is your business Bookkeeping in order for this tax filing? Do you have a Profit & Loss Statement ready? Or will you need some assistance cleaning up your financials for this tax filing?
Yes, I have a Profit & Loss Report
Yes, but I don't have a Profit & Loss however my numbers are organized
No, please tell me about your Bookkeeping Cleanup service
Submit
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