Tax Planning Intake Form
Provide your information to help us tailor your financial and tax planning.
Client Information
Your contact and identification details.
Full Name
First Name
Last Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Are you completing this form as an individual or on behalf of a business?
Individual
Business
Business Name (if applicable)
Planning Request
Tell us about your tax planning needs.
What type of tax planning are you requesting?
Estimate my taxes for the year
Reduce tax liability
Adjust W4
Self-employed tax planning
Business owner planning
Income change
Rental property planning
IRS notice
Other (please specify)
Briefly describe your main tax planning concerns or requests:
Household & Filing Snapshot
Tell us about your household and tax filing situation.
What is your current filing status?
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Widow(er)
How many dependents do you claim?
Have there been any changes to your household this year?
Marriage or Divorce
Birth or Adoption
Death in Family
Dependent Moved In/Out
Student Status Change
No Changes
Other (please specify)
Describe other changes
Income Snapshot & Changes
Share your income sources and recent changes.
Which sources of income apply to you (or your household)?
Wages/Salary
Self-Employment
Business Income
Investments (interest, dividends, capital gains)
Retirement Income (pensions, Social Security)
Rental Income
Unemployment Benefits
Cryptocurrency Income
Other (please specify)
Estimated total income range
Under $25,000
$25,000-$50,000
$50,000-$100,000
$100,000-$200,000
Above $200,000
Other (please specify)
Have you experienced significant income changes this year?
Yes
No
If yes, please describe the income changes:
Business & Self-Employment Planning
Complete this section if you have business or self-employment income.
Do you have a business or self-employment income?
Yes
No
What type of business entity do you operate?
Sole Proprietorship
Partnership
Corporation (C or S)
LLC
Nonprofit
Other (please specify)
Do you pay estimated taxes?
Yes
No
Do you track business income/expenses consistently?
Yes
No
Any employees or contractors?
Yes
No
Describe business goals
Deduction, Credits & Life Events
Identify deductions, credits, or life events that may impact your taxes.
Which of these may apply to you?
Education expenses
Child Care Expenses
Retirement Contributions
Medical Expenses
Charitable Donations
Health Insurance
HSA contributions
Mortgage Interest
Property Taxes
Mortgage Interest
Energy-efficient Home Improvements
EV Purchase
Other (please specify)
Have you experienced any of the following life events this year?
Bought/Sold Home
Started/Closed Business
Bought/Sold Investments
Bought Equipment/Vehicle For Business
Retirement
Received Inheritance
Major Medical Expenses
Other (please specify)
Planning Goals & Priorities
Let us know your main tax planning goals.
What are your top tax planning goals or priorities?
Reduce Tax Liability
Increase Refund
Plan for Retirement
Save for Education
Business Tax Optimization
Get Compliant
Other (please specify)
Please add any other tax planning goals or comments:
Acknowledgement & Signature
Please review and sign below to acknowledge the information provided is accurate to the best of your knowledge.
Signature
Submit
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