SF Tax CPA Client Intake Form
2-minute questionnaire, allowing me to best serve you
What type of taxes do you need filed?
*
Personal
Business
Tax Year
*
Please Select
2025
2024
2023
2022
2021
How did you hear about SFTax CPA?
Word of Mouth
Existing Client Referral
Social Media
Professional Referral
Other
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Information - Personal Taxes
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a phone number that can receive text messages if you prefer texting.
Format: (000) 000-0000.
Preferred Contact Channel
Phone
Email
Text
Best time to call
Filing Status - For Personal Tax Return
*
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Surviving Spouse
Other
Information - Business Taxes
Business Name
*
Business Structure
*
LLC
Partnership
Corporation
Other
Business EIN
If you have it handy, otherwise you can leave blank
Primary Contact Name
*
First Name
Last Name
Primary Contact Email
*
example@example.com
Primary Contact Phone Number
*
Please enter a phone number that can receive text messages if you prefer texting.
Format: (000) 000-0000.
Primary Preferred Contact Channel
Phone
Email
Text
Best time to call business phone
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Please share anything else that's important for me to know.
Date
-
Month
-
Day
Year
Date
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Please verify that you are human
*
Submit
Should be Empty: