New Client Intake Form Logo
  • New Client Intake Form

    Before you start please any Tax Documents (W-2)(1099), ID, Birth Certificate and Social Security Card ready for upload.
  •  - -
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  •  - -
  •  - -
  •  - -
  •  - -
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Refund Offset & Payment Responsibility
    I understand that if my tax refund is reduced, delayed, or fully offset for any reason (including but not limited to prior tax debts, child support, student loans, or government obligations), and the tax preparation fee is not paid from my refund. 

    I am responsible for paying the full tax preparation fee directly to the office.

  • Powered by Jotform SignClear
  •  - -
  • Should be Empty: