Tax Client Inquiry & Intake Form ECR

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.Format: (000) 000-0000.
State of Residence
Preferred Method of Contact
Best Time to Contact You
Section 2: Client Type

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

Other
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?

Other
Tax year(s) involved
Section 4: Tax Situation Overview

Provide a brief overview of your current tax situation.
Have you filed your most recent tax return?
Do you have any of the following?
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?
Section 7: Disclosures & Acknowledgments

Please read and acknowledge the following statements.
I understand this form does not create a client-professional relationship
I understand no tax advice is being provided through this form
I certify the information provided is accurate to the best of my knowledge
Section 8: Electronic Consent

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

MonthDayYear
Date
Should be Empty:

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