Taxit Service Request & Intake Form

Taxit Service Request & Intake Form

New Client Intake
Your Contact Information
Name*
First Name
Last Name*
Last Name
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Email*
example@example.com
Preferred Contact Method*
City & State of Residence
How did you find us?*

Google SearchFacebookInstagramLinkedinTwitterNextdoorPatchReferral (from a friend, family member, or client)Existing / Returning ClientEmail or NewsletterEvent, Workshop, or TrainingOther
If you were referred, who can we thank?
What are you looking for help with today?*

Current Year Tax PreparationPrior Year or Delinquent FilingBusiness Tax Preparation (Partnerships, S-Corps, LLCs)IRS or MA Notice / Audit ConcernTax Planning and AdvisoryBookkeeping and Financial ReportingTax Resolution (Balances Owed / Payment Plans)Business Structure or LLC QuestionsCredit / Financial ImprovementNot 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:

SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdUnsure
Did you file a tax return last year?

YesNoNot sure
What types of income did you have this year?

W-2 (job with a paycheck)Self-employed/ 1099 incomeUnemployment incomeRental incomeInvestments (stocks, crypto, dividends)Retirement (1099-R, Social SecurityNot sureOther
How many states are involved?

One stateMultiple states
List states
Do you expect to claim dependents?
Did you have any of the following?

Education expenses (college/tuition)Childcare expensesHealth 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 readySome documents are still pendingNo, 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 meNot sure – I’d like guidanceNo, 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?

20242023202220212020 or earlier
Have you filed taxes for any of these years?

Yes, but they may need correctionNo, they were not filedSome years filed, some not
Do you have copies of your prior tax returns?

Yes, I have copiesSome, but not allNo, I do not have them
Do you have income documents for those years?

Yes, I have most documentsSome documents missingNo, I need help obtaining them
What types of income did you have during those years?

W-2 (job with a paycheck)Self-employed/ 1099 incomeUnemployment incomeRental incomeInvestments (stocks, crypto, dividends)Retirement (1099-R, Social SecurityNot sureOther
Have you received any IRS or state notices or letters related to these years?
Are you currently on a payment plan with the IRS or state?

YesNoNot sure
Do you have an estimated balance owed to the IRS or state?
What is your main goal?

Get compliant (file missing returns)Catch up and avoid penaltiesResolve balance owedNot sure
How soon would you like to begin resolving this?

ASAPWithin 2 weeksWithin 30 daysJust 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)PartnershipS CorporationSole proprietor/Freelancer/1099 ContractorNot sureOther
What tax return do you need filed?

Schedule CForm 1065Form 1120-SNot sureOther
What tax year(s) do you need help with?

2025202420232022Other
How many owners are in the business?

123+
Do you have bookkeeping completed for the year(s)?

Yes — books are complete and accuratePartially completeNo — need bookkeeping help
What bookkeeping system do you use?

QuickBooks OnlineXeroExcel / SpreadsheetNo systemOther
Did the business have any of the following?

Payroll / employeesContractor payments (1099s issued)Business loans (PPP, EIDL, etc.)Asset purchases (equipment, vehicles, etc.)InventoryNone of the above
Do you need help with any of the following?

Business tax return preparationBookkeeping cleanup or setupOngoing bookkeepingTax planning for the businessBusiness structure or entity guidanceNot 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 noticeYes – State notice (MA or other)Yes – BothNot sure
What type of notice did you receive? (if known)

CP2000Balance dueAudit letterIdentity verificationNot sure
What tax year(s) does the notice relate to?

20242023202220212021 or earlierNot sure
What is the deadline listed on the notice?
Have you responded to the notice?

YesNoNot sure
Do you have a copy of the notice available?

YesNo
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?

YesNoNot sure
What is your main concern right now?

Understanding the noticeResponding before the deadlineReducing amount owedSetting up a payment planNot 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 planningRental property strategyInvestment / capital gains planningGeneral tax-saving strategiesPlanning for a major life eventNot sure — need guidance
Which of the following apply to you? (Select all that apply)

I am self-employed or have side incomeI have multiple income sourcesI owed taxes last year or expect to oweI’m unsure how much to set aside for taxesI 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
Industry/ Type of Business
How long have you been in business?

Less than 1 year1-3 years3-5 years5+ years
What is your current bookkeeping status?

Up to dateA few months behind6-12 months behindOver a year behindI have not started bookkeeping
Do you currently use bookkeeping software?

QuickBooks OnlineXeroExcel/SpreadsheetNo system currentlyOther
Approximately how many transactions do you have per month?

Under 5050-150150-300300+Not sure
What type of support are you looking for?
Do you have a separate business bank account?

YesNo
Do you currently track your income and expenses?

Yes, consistentlySometimesNo
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/lettersOwe taxes / balance duePayment plan (Installment Agreement)Penalties or interestWage garnishment or levyAudit or IRS reviewNot sure
Which tax years are involved?

20252024202320222021 or earlierNot sure
Have you received any recent IRS or State notices?

Yes — within the last 30 daysYes — older noticesNoNot sure
Do you currently owe taxes to the IRS or State?

YesNoNot sure
Are you currently on a payment plan with the IRS or State?

YesNoNot sure
Have you filed all required tax returns?

YesNo - I have missing yearsNot sure
Are you currently experiencing any of the following?

Wage garnishmentBank levyTax lienCollection noticesNone of the above
Do you have access to your IRS account or tax transcripts?

YesNoNot 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 businessAlready have a business but need guidanceHave an LLC but not sure if it’s set up correctlyConsidering switching to an S-CorporationNot sure
Do you currently have a registered business?

Yes - LLCYes -S CorporationYes- other entityNo - not registered yet
What type of business are you planning or operating?
Are you currently making income from this business?

YesNoJust getting started
Do you have an EIN (Employer Identification Number)?

YesNoNot sure
Do you have a separate business bank account?

YesNo
Are you currently tracking income and expenses?

Yes- consistentlySometimesNo
What are you looking for help with?

Choosing the right business structureSetting up an LLCS-Corp election (Form 2553Understanding taxes for my businessSetting up bookkeepingCompliance guidanceNot 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 creditIncreasing credit scorePaying down debtBudgeting and financial planningPreparing for a major purchase (home, car, etc.)Not sure — need guidance
Do you know your current credit score range?

700+650-699600-649Below 600Not sure
What challenges are you currently experiencing?

Late paymentsCollections or charge-offsHigh credit card balancesLimited or no credit historyErrors on credit reportStudent loansNot sure
Do you currently have any open credit accounts?

Yes - credit cardsYes — loans (auto, personal, etc.)Yes — bothLimited or no credit historyNo open accountsNot sure
Are you currently behind on any payments?

YesNoPrefer not to say
What is your primary goal over the next 6–12 months

Increase credit scoreGet approved for creditPay down debtBuy a homeBuy a vehicleImprove overall financial stabilityNot sure
Are you interested in ongoing support or a structured program?

Yes — ongoing guidance/programMaybe — need more informationNo — just need basic help
Do you currently follow a budget or track your spending?

Yes — consistentlySometimesNo
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 taxesFixing a tax issue (IRS or State)Starting or organizing a businessBookkeeping or managing financesCredit improvementPlanning for a major financial goalNot sure — I need guidance
Which best describes your current situation?

I just need help filing my taxesI haven’t filed in a whileI owe taxes or received noticesI have a business or side incomeI’m trying to get financially organizedI’m planning for something big (home, business, etc.)l
Have you worked with a tax professional or financial advisor before?

YesNoNot recently
What is your biggest concern right now?

Owing taxesNot understanding my financesbeing unorganizedCredit or debt issuesPlanning for the futureNot sure
How soon do you need help?

ASAPWithin the next few weeksWithin the next monthJust exploring options
How would you like us to assist you?

Recommend services for meSchedule a consultationSend more information first
Please briefly describe your situation
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.
Should be Empty:

Taxit Service Request & Intake Form

Your Contact Information

Current Year Tax Preparation

Prior Year or Delinquent Filing

Business Tax Preparation

IRS / State Notice or Audit

Tax Planning & Advisory Services

Bookkeeping & Financial Reporting

Tax Resolution Services

Business Structure & LLC Setup

Credit & Financial Improvement

Not Sure Where to Start? – Let’s Figure It Out