Client Intake Form

Name*

First NameLast Name

Do you own any real estate or cryptocurrency*

What is your annual income?*

Which of the following services are you interested in?*

Tax StrategyTax Strategy + Tax PreparationMonthly AccountingMonthly Accounting + Tax Preparation

When do you plan to transition to a new Tax Advisor/Account?*

Tell us about yourself and why you are looking for a new Tax Advisor/Account.*

High-level details on your income streams, current portfolio, and growth plans is helpful for our consultation.

Email*

example@example.com

Phone Number*

Please enter a valid phone number.

How did you hear about us?*

Are you able to provide your prior year's Tax Return?*

YesNoOther

Upload your Prior Year's Tax Return:*

You Must upload A Document

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I agree to receive other communications from GrinerAdvisory.com

Yes