Client Intake & Consultation Request

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
Phone Number*
Please enter a valid phone number.
Email*
example@example.com
Preferred Contact Method*
City & State of Residence
Current Year Tax PreparationPrior Year or Delinquent FilingIRS or MA Notice / Audit ConcernTax Planning and AdvisoryBookkeeping sand Financial ReportingTax Resolution (Balances Owed / Payment Plans)Business Structure or LLC QuestionsCredit / Financial ServicesNot Sure — I Would Like Professional Guidance
Individual Tax Information
SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdUnsure
YesNoNot sure
W-2 income1099-NEC / Self-employed incomeRental incomeInvestment income
2025202420232022 or earlier
Job with a paycheckSelf-employed/freelanceGig or delivery appsRental propertyInvestments (stocks, crypto, interest)Retirement or Social SecurityUnemploymentOtherNot sure
States involved:
List states
Do you expect to claim dependents?
Which years are missing or need correction?
Do you have copies of your prior returns?
Have you received a notice or letter?
IRSMA/DORBoth
Do you know the amount owed?
What would you like guidance on? (short answer)
Self-employmentRetirememntHomeownershipBsiness IncomeOther
Business Type
Do you currently use bookkeeping software?
How often do you need help?
Briefly describe your situation or main concern (1–3 sentences max).
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 Financial Services — Client Intake & Consultation Request

Your Contact Information

Individual Tax Information