Taxit Service Request & Intake Form
New Client Intake
Your Contact Information
Name
*
First Name
Last Name
*
Last Name
Phone Number
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Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Preferred Contact Method
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Please Select
Phone
Email
Text
City & State of Residence
What are you looking for help with today?
*
Current Year Tax Preparation
Prior Year or Delinquent Filing
Business Tax Preparation (Partnerships, S-Corps, LLCs)
IRS or MA Notice / Audit Concern
Tax Planning and Advisory
Bookkeeping and Financial Reporting
Tax Resolution (Balances Owed / Payment Plans)
Business Structure or LLC Questions
Credit / Financial Improvement
Not Sure — I Would Like Professional Guidance
Current Year Tax Preparation
Please provide a brief overview of your tax situation for the current year. This will help us assess your needs and prepare for your consultation.
Filing Status:
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Unsure
Did you file a tax return last year?
Yes
No
Not sure
What types of income did you have this year?
W-2 (job with a paycheck)
Self-employed/ 1099 income
Unemployment income
Rental income
Investments (stocks, crypto, dividends)
Retirement (1099-R, Social Security
Not sure
Other
How many states are involved?
One state
Multiple states
List states
Do you expect to claim dependents?
Please Select
Yes
No
Not sure
Did you have any of the following?
Education expenses (college/tuition)
Childcare expenses
Health insurance through Marketplace (Form 1095-A)
Homeownership (mortgage interest/property taxes)
None of the above
Are all of your tax documents available?
Yes, all documents are ready
Some documents are still pending
No, I need help gathering documents
What is your preferred turnaround time?
Standard processing time (3–5 business days for simple returns, up to 2–3 weeks depending on complexity)
Expedited service needed (additional fees may apply)
No specific deadline
Do you need a tax filing extension?
Yes, I would like Taxit Financial Services to file an extension for me
Not sure – I’d like guidance
No, I plan to file before the deadline
Is there anything unusual or specific you’d like us to be aware of? (crypto losses, side hustles, life changes, etc.)
Prior Year or Delinquent Filing
Please provide information about any prior years that were not filed or need correction. This will help us assess the scope of work and provide accurate recommendations.
Which tax years need to be filed or corrected?
2024
2023
2022
2021
2020 or earlier
Have you filed taxes for any of these years?
Yes, but they may need correction
No, they were not filed
Some years filed, some not
Do you have copies of your prior tax returns?
Yes, I have copies
Some, but not all
No, I do not have them
Do you have income documents for those years?
Yes, I have most documents
Some documents missing
No, I need help obtaining them
What types of income did you have during those years?
W-2 (job with a paycheck)
Self-employed/ 1099 income
Unemployment income
Rental income
Investments (stocks, crypto, dividends)
Retirement (1099-R, Social Security
Not sure
Other
Have you received any IRS or state notices or letters related to these years?
Please Select
Yes
No
Not sure
Are you currently on a payment plan with the IRS or state?
Yes
No
Not sure
Do you have an estimated balance owed to the IRS or state?
Please Select
Under $5,000
$5,000 - $10,000
$10,000 - $25,000
$25,000+
Not Sure
What is your main goal?
Get compliant (file missing returns)
Catch up and avoid penalties
Resolve balance owed
Not sure
How soon would you like to begin resolving this?
ASAP
Within 2 weeks
Within 30 days
Just exploring
Additional details about your situation
Business Tax Preparation
Please provide a brief overview of your business and tax situation. This helps us determine your filing requirements and prepare an accurate quote.
Business Name
Industry / Type of Business
Business Structure
LLC (Single Member
LLC (Multi-Member)
Partnership
S Corporation
Not sure
What tax return do you need filed?
Form 1065
Form 1120-S
Not sure
What tax year(s) do you need help with?
2025
2024
2023
2022
How many owners are in the business?
1
2
3+
Do you have bookkeeping completed for the year(s)?
Yes — books are complete and accurate
Partially complete
No — need bookkeeping help
What bookkeeping system do you use?
QuickBooks Online
Xero
Excel / Spreadsheet
No system
Other
Did the business have any of the following?
Payroll / employees
Contractor payments (1099s issued)
Business loans (PPP, EIDL, etc.)
Asset purchases (equipment, vehicles, etc.)
Inventory
None of the above
Do you need help with any of the following?
Business tax return preparation
Bookkeeping cleanup or setup
Ongoing bookkeeping
Tax planning for the business
Business structure or entity guidance
Not sure
What is your biggest challenge with your business finances or taxes?
IRS / State Notice or Audit
If you’ve received a notice from the IRS or state, please provide details below. This will help us assess your situation and determine the appropriate next steps.
Have you received a notice from the IRS or state?
Yes – IRS notice
Yes – State notice (MA or other)
Yes – Both
Not sure
What type of notice did you receive? (if known)
CP2000
Balance due
Audit letter
Identity verification
Not sure
What tax year(s) does the notice relate to?
2024
2023
2022
2021
2021 or earlier
Not sure
What is the deadline listed on the notice?
Have you responded to the notice?
Yes
No
Not sure
Do you have a copy of the notice available?
Yes
No
Do you have an estimated balance owed related to this notice?
Under $5,000
$5,000 – $10,000
$10,000 – $25,000
$25,000+
Not sure
Are you currently on a payment plan for this issue?
Yes
No
Not sure
What is your main concern right now?
Understanding the notice
Responding before the deadline
Reducing amount owed
Setting up a payment plan
Not sure
Additional details about your situation
Tax Planning & Advisory Services
Tax planning helps you reduce what you owe and avoid surprises at filing time. If you're self-employed, have multiple income sources, or experienced major financial changes, planning ahead can save you money.
What areas would you like help with? (Select all that apply)
Estimated tax payments (quarterly taxes)
Self-employment / business tax planning
Rental property strategy
Investment / capital gains planning
General tax-saving strategies
Planning for a major life event
Not sure — need guidance
Which of the following apply to you? (Select all that apply)
I am self-employed or have side income
I have multiple income sources
I owed taxes last year or expect to owe
I’m unsure how much to set aside for taxes
I want to reduce my future tax liability
Additional details about your situation
Bookkeeping & Financial Reporting
Please provide a brief overview of your business and current bookkeeping status. This helps us prepare for your consultation and better understand your needs.
Business Name
Business Type
Please Select
Sole proprietor
LLC
S-Corporation
Partnership
Non-profit
Not registered yet
Industry/ Type of Business
How long have you been in business?
Less than 1 year
1-3 years
3-5 years
5+ years
What is your current bookkeeping status?
Up to date
A few months behind
6-12 months behind
Over a year behind
I have not started bookkeeping
Do you currently use bookkeeping software?
QuickBooks Online
Xero
Excel/Spreadsheet
No system currently
Other
Approximately how many transactions do you have per month?
Under 50
50-150
150-300
300+
Not sure
What type of support are you looking for?
Please Select
Monthly bookkeeping
Cath-up bookkeeping
Cleanup/ correction of books
Finance reports
Ongoing advisory
Not sure
Do you have a separate business bank account?
Yes
No
Do you currently track your income and expenses?
Yes, consistently
Sometimes
No
What is your biggest challenge right now with your finances or bookkeeping?.
Tax Resolution Services
Please provide a brief overview of your tax situation. This helps us understand your needs and determine the best resolution options for you.
What type of tax issue do you need help with?
Unfiled tax returns (prior years)
IRS or State notices/letters
Owe taxes / balance due
Payment plan (Installment Agreement)
Penalties or interest
Wage garnishment or levy
Audit or IRS review
Not sure
Which tax years are involved?
2025
2024
2023
2022
2021 or earlier
Not sure
Have you received any recent IRS or State notices?
Yes — within the last 30 days
Yes — older notices
No
Not sure
Do you currently owe taxes to the IRS or State?
Yes
No
Not sure
Are you currently on a payment plan with the IRS or State?
Yes
No
Not sure
Have you filed all required tax returns?
Yes
No - I have missing years
Not sure
Are you currently experiencing any of the following?
Wage garnishment
Bank levy
Tax lien
Collection notices
None of the above
Do you have access to your IRS account or tax transcripts?
Yes
No
Not sure
What is your biggest concern regarding your tax situation?
Business Structure & LLC Setup
Please provide a brief overview of your business or plans. This helps us recommend the best structure and ensure proper setup and compliance.
What best describes your situation?
Starting a new business
Already have a business but need guidance
Have an LLC but not sure if it’s set up correctly
Considering switching to an S-Corporation
Not sure
Do you currently have a registered business?
Yes - LLC
Yes -S Corporation
Yes- other entity
No - not registered yet
What type of business are you planning or operating?
Are you currently making income from this business?
Yes
No
Just getting started
Do you have an EIN (Employer Identification Number)?
Yes
No
Not sure
Do you have a separate business bank account?
Yes
No
Are you currently tracking income and expenses?
Yes- consistently
Sometimes
No
What are you looking for help with?
Choosing the right business structure
Setting up an LLC
S-Corp election (Form 2553
Understanding taxes for my business
Setting up bookkeeping
Compliance guidance
Not sure
What is your biggest question or concern about your business setup?
Credit & Financial Improvement
Please share a brief overview of your current credit and financial situation. This information helps us understand your goals and recommend the best strategy for improvement.
What are you looking to improve or work on?
Credit repair (negative items, collections, etc.)
Building or establishing credit
Increasing credit score
Paying down debt
Budgeting and financial planning
Preparing for a major purchase (home, car, etc.)
Not sure — need guidance
Do you know your current credit score range?
700+
650-699
600-649
Below 600
Not sure
What challenges are you currently experiencing?
Late payments
Collections or charge-offs
High credit card balances
Limited or no credit history
Errors on credit report
Student loans
Not sure
Do you currently have any open credit accounts?
Yes - credit cards
Yes — loans (auto, personal, etc.)
Yes — both
Limited or no credit history
No open accounts
Not sure
Are you currently behind on any payments?
Yes
No
Prefer not to say
What is your primary goal over the next 6–12 months
Increase credit score
Get approved for credit
Pay down debt
Buy a home
Buy a vehicle
Improve overall financial stability
Not sure
Are you interested in ongoing support or a structured program?
Yes — ongoing guidance/program
Maybe — need more information
No — just need basic help
Do you currently follow a budget or track your spending?
Yes — consistently
Sometimes
No
What is your biggest financial or credit concern right now?
Not Sure Where to Start? – Let’s Figure It Out
Not sure what services you need? No problem. Answer a few quick questions and we’ll help guide you in the right direction.
What would you like help with?
Filing my taxes
Fixing a tax issue (IRS or State)
Starting or organizing a business
Bookkeeping or managing finances
Credit improvement
Planning for a major financial goal
Not sure — I need guidance
Which best describes your current situation?
I just need help filing my taxes
I haven’t filed in a while
I owe taxes or received notices
I have a business or side income
I’m trying to get financially organized
I’m planning for something big (home, business, etc.)l
Have you worked with a tax professional or financial advisor before?
Yes
No
Not recently
What is your biggest concern right now?
Owing taxes
Not understanding my finances
being unorganized
Credit or debt issues
Planning for the future
Not sure
How soon do you need help?
ASAP
Within the next few weeks
Within the next month
Just exploring options
How would you like us to assist you?
Recommend services for me
Schedule a consultation
Send more information first
Please briefly describe your situation
Please acknowledge:
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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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