New Client Inquiry Form

New Client Inquiry Form
General Contact Information
Name*
First Name
Phone Number*
Please enter a valid phone number.
Email*
example@example.com
How did you hear about us?*

ReferralSocial MediaReturning ClientGoogleOther
Which services are you most interested in today?*

Individual Tax PreparationSmall Business/ Self-Emplyed Tax FilingBookkeeping & Business AccountingPayroll & Compliance ServicesFinancial Wellness & Strategy Services
Individual Tax Preparation Services (Select all that apply):*

Simple W-2 Return (1 State) – For individuals with one or more W-2s and no dependents.Multiple State Returns – If you lived or worked in more than one state during the year.Married Filing Jointly or Separately – Specialized filing options for married couples to ensure the best tax outcome.Head of Household Return – For single parents or individuals supporting dependents.Dependents & Family Credits – Apply Child Tax Credit, Earned Income Credit, and Dependent Care Credits.Education Credit Filing (Form 1098-T) – Claim tuition-related credits such as AOTC or Lifetime Learning.Retirement Income Reporting – Includes pensions, Social Security, and IRA/401(k) distributions.Unemployment Income (Form 1099-G) – Report unemployment benefits accurately.Investment & Interest Income (Forms 1099-INT, DIV, B) – Reporting for interest, dividends, or stock/crypto transactions.Capital Gains & Loss Reporting – For sale of investments, property, or real estate.Rental Income (Schedule E) – Report income, expenses, and depreciation for rental properties.Health Insurance Reporting (Forms 1095-A/B/C) – Reconcile health coverage and Premium Tax Credits.Other
Small Business & Self-Employed Tax Services (Select all that apply):*

Schedule C Tax Preparation (self-employed / gig income)Multi-state or local business returnsEstimated quarterly tax payments (1040-ES)Year-end tax review or tax planning1099 reporting for contractorsBusiness formation guidance & EIN setupHome office, auto, or expense deductions reviewOther
Bookkeeping Services (Select all that apply):*

Monthly or quarterly bookkeeping (QuickBooks / Xero)Bookkeeping clean-up or catch-upYear-end financial statement prep (P&L, balance sheet)Expense categorization & reconciliationBookkeeping + Tax Bundle optionBookkeeping Systems & Software TrainingOther
Payroll & Compliance Support Services (Select all that apply):*

Payroll Setup & ReferralPayroll Needs Assessment & ConsultationImplementation SupportPayroll Compliance OversightPayroll & Bookkeeping IntegrationPayroll Year-End Reporting SupportPayroll Advisory & TroubleshootingPayroll System TransitionOther
Financial Wellness and Strategy Services*

Financial Readiness ConsultationCredit Report Review & Education
What are your main financial or business challenges right now?*
Are you currently working with another professional (tax preparer, bookkeeper, advisor)?*

YesNoOther
Do you have a specific deadline or time frame for the services you selected?*
Have you ever used a professional service like this before?*

YesNoOther
Would you like to schedule a consultation?*

Yes, schedule a free discovery callNo, just send me more info
Book a Consultation
Privacy and Consent to Disclosure Statement
At Taxit Financial Services, we value your privacy and are committed to protecting your personal and financial information. The information you provide will be used solely for tax preparation and related financial services as authorized by you.

In compliance with IRS Regulation §7216, we will not disclose, share, or use your tax return information for any purpose other than preparing, assisting in preparing, or electronically filing your return — unless you provide explicit written authorization.

We use industry-standard security measures, including encryption, secure file transmission, and restricted data access, to protect your information from unauthorized access, alteration, or disclosure. You have the right to review, update, or request the deletion of your personal information at any time by contacting us.

Consent to Disclosure
By submitting this form, you consent to the collection and use of your information for tax preparation, bookkeeping, or related financial services.
If required, your information may be shared with trusted third-party service providers (such as tax software platforms or e-signature providers) strictly for the purpose of completing your authorized services.

You may revoke this consent at any time by contacting us at:

Phone: (617) 313-8802
Email: info@taxitfinancialservices.com
Website: www.taxitfinancialservices.com
Acknowledgment*

I acknowledge that I have read and agree to the Privacy and Consent to Disclosure Statement of Taxit Financial Services.
Next Steps

Once you submit this questionnaire, we’ll review your information and provide you with a detailed quote for your tax preparation services. If we need more information, we’ll contact you via email.
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New Client Inquiry Form

General Contact Information

Privacy and Consent to Disclosure Statement

Next Steps