Client Intake Form

Client Intake Form

Basic info to add you to our client portal.
Hey there! We’re getting ready for another successful tax season with Mayne Focus Financial, and we want to make sure you’re ahead of the game! Please take a moment to fill out our First-to-File form below. By filing with us, you’ll maximize your refund and have more to invest in your future! Let’s make this your best tax season yet!
Type of Client
New or Returning
First Name
First, Middle Initial
Last Name
Email
Phone Number
Please enter a VALID phone number.Format: (000) 000-0000.
Who would you like to be your tax preparer?
Services Requested

Other
Would you like to apply for a tax refund advance of up to $7,000 starting Jan 2nd, 2025?
What type of return are you filing?
How do you prefer to be contacted?

Other
What time of day is the BEST time to contact you?
By adding yourself to the waitlist, you are confirming your spot as a client for the season as we have only a select number of clients that we can service to ensure the quality of our customer service. You are in no way obligated to file; however, by submiting this form you will be getting marketing emails from us
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