Taxit Financial Services — Client Intake & Consultation Request
Please complete this short intake so we can review your situation and guide you accurately.
Your Contact Information
Name
*
First Name
Last Name
*
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Preferred Contact Method
*
Please Select
Phone
Email
Text
What are you looking for help with today?
*
Tax return preparation (current year)
Prior year tax return(s)
IRS or MA tax notice/tax debt
Tax planning or general questions
Bookkeeping services
Not sure — need guidance
Which tax year(s) do you need help with?
2024
2023
2022
2021 or earlier
How did you earn money during the year(s) you need help with?
Job with a paycheck
Self-employed/freelance
Gig or delivery apps
Rental property
Investments (stocks, crypto, interest)
Retirement or Social Security
Unemployment
Other
Not sure
States involved:
Please Select
Massachusetts only
Other states
Not sure
Do you expect to claim dependents?
Please Select
Yes
No
Not sure
Which years are missing or need correction?
Do you have copies of your prior returns?
Please Select
Yes
No
Some
Have you received a notice or letter?
Please Select
Yes
No
Which agency?
IRS
MA/DOR
Both
Do you know the amount owed?
Please Select
Yes (Estimate)
No
Not sure
What would you like guidance on? (short answer)
Is this related to:
Self-employment
Retirememnt
Homeownership
Bsiness Income
Other
Business Type
Please Select
Sole proprietor
LLC
Corporation
Not sure
Do you currently use bookkeeping software?
Please Select
QuickBooks
Xero
Spreadsheet
None
Other
How often do you need help?
Please Select
Monthly
Cath-up
Cleanup
Briefly describe your situation or main concern (1–3 sentences max).
Please acknowledge:
*
This intake is for consultation and quoting purposes only.
Tax preparation or services do not begin until I receive a written quote, sign an engagement letter, and submit payment.
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