Tax Service Intake Form

Tax Service Intake Form

Please complete this form to help us prepare for your tax consultation. Your information is kept confidential and secure.
Client Contact Information

Please provide your basic contact details.
Full Name

First NameLast Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Mailing Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Preferred Contact Method

Other
Tax Details

Tell us about your tax needs for this year.
Filing Status

Other
Tax Year(s) to be Filed

Earlier Years
Appointment/Consultation Preference
Basic Income Sources (Select all that apply)

Other
Major Deductions/Credits You May Qualify For (Select all that apply)

Other
Did you file a tax return last year?
Do you have any dependents to claim?
Dependent Information (if applicable)
Do you have a business or self-employment income to report?
Business Information (if applicable)
Secure File Upload – Please attach your tax documents (W-2s, 1099s, prior year return, etc.)

Cancelof
Consent & Acknowledgments

Please review and acknowledge the following to proceed.
Electronic Signature (Type or Draw Your Signature)
Should be Empty: