Appointment Request
A submitted client intake form for any services must be completed before requesting an appointment. This creates a plan for carrying out the process intended for service.
Name
*
First Name
Last Name
Phone Number
*
E-mail
*
example@example.com
Purpose of appointment?
*
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Signature means you're in agreement with the terms of your appointment.
*
by signing this document, you are in agreement that you will provide all your document's needed for your appointment day's prior. Please be mindful that you will be rescheduled if that request is not completed and/or your 10 mins late. Thank you in advance for your corporation.
Associate Request
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New Client/ First Available
Marissa Flores
Clients must complete the BPTS Tax Client Intake Form within 48 hours prior to their appointment request. Incomplete or missing documents may result in your appointment being unapproved, and you may be asked to reschedule once all required materials are provided to process your return efficiently.
Appointment
*
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