Welcome to Burgess Financial Services LLC

We’re glad to have you here. This secure portal is where your tax filing process begins and stays organized from start to finish.

What You’ll Do Here:

✔️ Complete your Client Intake Form

✔️ Upload required tax documents securely

✔️ Receive updates on your tax preparation status

✔️ Access important onboarding materials
📌 Important: Tax preparation does not begin until all required forms and documents are submitted.

If you have questions at any point, please use the secure messaging option or reply to your confirmation email.

What to Expect – Our Process

Step 1: Book Your Appointment

Once booked, you’ll receive:

• Welcome Packet

• Intake Form

• Document Checklist

Step 2: Complete Intake & Upload Documents

All forms and documents must be submitted before preparation begins.

⏳ Incomplete submissions may delay processing.

Step 3: Tax Preparation

Once everything is received, your return is prepared with accuracy and care.

Step 4: Review & Filing

You’ll be notified once your return is ready for review and filing.

Step 5: Confirmation

After filing, you’ll receive confirmation and next-step guidance if needed.

1. Full Legal Name (as shown on SSN)
2. Date of Birth
3. Social Security Number
4. Phone Number
5. Email Address
6. Current Mailing Address

For each dependent, collect:

Upload documents for all selected income sources.

(Check all that apply)

Upload receipts or summaries if available.

Privacy & Security Notice

Burgess Financial Services LLC takes client confidentiality seriously. All personal and financial information is handled using secure, encrypted systems in accordance with IRS data protection standards.

We do not share, sell, or disclose client information except as required by law or with your written authorization.

Client Responsibility Notice

Clients are responsible for providing complete and accurate information. Burgess Financial Services LLC is not liable for errors resulting from incomplete, inaccurate, or omitted information provided by the client.

No Work Policy

Tax preparation services begin only after:

• Intake Form is fully completed

• Required documents are uploaded

• Payment (if applicable) is received