Tax clients Intake

Client Intake Form

Welcome to The Way Tax Hive.
Let’s Get Started

Please complete the form below to get started. This helps us understand your tax and business needs so we can provide the best service possible
Name

First NameLast Name
Date of Birth

MonthDayYear
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Occupation?
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
How many returns are you filing? I can do 2023, 2024 and 2025.
Do you have dependents ?
How many
Filing status
How will you be filing?
If you chose “in person” choose a date

MonthDayYear
Date
I do NOT charge upfront to file your taxes. I get paid when you get paid. I only charge upfront for credit repair and amending a tax return.
Services + Prices
prevnext( X )
Tax Preparation - Flat Fee
Preparation and electronic filing of one federal tax return. No upfront payment. Fee deducted from refund upon IRS issuance.

$500.00

Amend Return - Flat Rate
Includes review, preparation, and filing of one amended federal tax return. Fee is non-refundable and due before work begins.

$250.00

Total

$0.00
Additional Add-Ons
Should be Empty:

Client Intake Form