Individual Tax Client Application

Individual Tax Client Application Form

Please fill out each field and we will get back to you as soon as it is reviewed.
Taxpayer Name

First NameLast Name
Preferred E-mail
Phone Number
Format: (000) 000-0000.
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Were you married as of December 31 of the previous year?
Spouse Name

First NameLast Name
What are you hoping we can help you with this year?
Which best describes what you’re looking for?
What services are you looking for?
Do you have any foreign related tax items? *This includes foreign business/rental activities, money in foreign accounts, or living outside the United States. It does NOT include foreign income earned in a US Brokerage Account.
How much do you want tax planning to be apart of your compliance requirements?
In the past, how did you file your tax returns?
Why are you looking for a new tax professional?
I understand and acknowledge that fees for standard individual tax returns typically range from $250–$550, depending on complexity, and I am comfortable proceeding within this range.
If your application is approved, you will receive an email with a link to schedule an appointment/initial consultation.
Signature

By signing, you agree to be added as a client in our TaxDome client portal for secure communication, document sharing, and service delivery.
Additional Comments
Please add any additional questions and/or comments and we will get back to you as soon as possible.
Should be Empty:

Individual Tax Client Application Form