Tax Intake Form

Tax Intake Form
Client's Name*

First NameLast Name
Phone Number*
Please enter a valid phone number.
Email*
example@example.com
Which tax year is you filling?*
Are you behind on taxes?*

YesNo
Do you have any dependents?*
Do you have any additional questions before we start filing?*
How soon are you ready to file?*

MonthDayYear
Date
Thank you for reaching out! Please remember to go back and finish submitting your form so we have all your details. Once you've submitted, go ahead and click the link below to schedule your appointment:

👉 Schedule a Meeting: https://calendly.com/leilaniconsulting/15min

We look forward to connecting with you soon!
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