Tax Client Intake Form

Tax Client Intake Form

Welcome! Please complete this quick intake form so we can confirm the best next steps for your tax filing. We will send you an invitation to our Tax Service client portal for document upload and full tax details if you decide to move forward our services. Please provide your information to begin your tax service process.
Filing Fees

Tax preparation fees vary based on the complexity of the return. Starting price for a basic individual Return : $250
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
Type of Tax Service Needed
Preferred Appointment Date(s)

MonthDayYear
Date
Hour MinutesAM/PM Option
Preferred appointment type

Filing Fees