Tax Consultation Form
Please provide the following information to help us prepare for your tax consultation. Your information will remain confidential and secure.
Client Full Name
*
First Name
Last Name
Contact Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Preferred method of communication for follow-up questions:
*
Email
Phone
What type of Tax Consultation are you seeking?
*
Individual Income Tax (Personal)
Business Tax (Sole Proprietorship, LLC, etc,)
Tax Planning Strategy
IRS/State Notice Assistance
International Tax
Other
Do you have any dependents?
1
2
3+
Which tax year(s) are you primarily concerned with? (Select all that apply)
*
Current year (2025)
Last Year (2024)
Prior Years (2023 or earlier)
Please provide a brief description of the tax issues, any goals or questions you would like to discuss.
Filing Status
*
Single
Married (Filing jointly)
Married (Filing separately)
Head of Household
Qualifying Widower
Have you used professional tax preparation services before?
Yes, consistently
Yes, occasionally
No, this is my first time
If yes, why are you seeking a new preparer?
Acknowledgement
*
" I confirm that the information provided is true and accurate to the best of my knowledge."
How would you rate your level of organization regarding your tax documents?
1 (Not organized)
2
3
4
5 (Very organized)
Submit
Should be Empty: