Tax Client Inquiry & Intake Form

Tax Client Inquiry & Intake Form

Please complete this form to help us understand your needs and begin your tax services inquiry.
Section 1: Client Contact Information

Please provide your contact details so we can reach you.
Full Legal Name*

First NameLast Name
Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.
State of Residence*
Preferred Method of Contact*

PhoneEmailText Message
Best Time to Contact You
Section 2: Client Type

Tell us about yourself or your organization.
I am inquiring as a:*

IndividualSelf-Employed / ContractorBusiness OwnerNonprofit RepresentativeOther
If business, business name
If business, entity type
Section 3: Services Requested

Let us know which services you are interested in.
What services are you seeking?*

Individual tax returnBusiness tax returnTax planningBookkeepingIRS letters / noticesBack taxesAmendmentsNew business setupOther
Tax year(s) involved*

Current yearPrior year(s)Multiple years
Section 4: Tax Situation Overview

Provide a brief overview of your current tax situation.
Have you filed your most recent tax return?*

YesNo
Do you have any of the following?

Self-employment incomeRental propertyCryptocurrency transactionsForeign income or assetsMultiple states filedIRS notices or auditsNone of the above
Briefly describe your tax situation or concerns*
Section 5: Referral Source

Let us know how you found us.
How did you hear about us?*
If referred, name of referral partner
Section 6: Scheduling & Readiness

Help us understand your timeline and prior experience.
How soon are you looking to move forward?*
Have you worked with a tax professional before?*

YesNo
Section 7: Disclosures & Acknowledgments

Please read and acknowledge the following statements.
I understand this form does not create a client-professional relationship*

I acknowledge and agree
I understand no tax advice is being provided through this form*

I acknowledge and agree
I certify the information provided is accurate to the best of my knowledge*

I certify
Section 8: Electronic Consent

Please provide your electronic signature and today's date.
Electronic Signature*

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Date*

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Date
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Tax Client Inquiry & Intake Form

Section 1: Client Contact Information

Section 2: Client Type

Section 3: Services Requested

Section 4: Tax Situation Overview

Section 5: Referral Source

Section 6: Scheduling & Readiness

Section 7: Disclosures & Acknowledgments

Section 8: Electronic Consent