AI TAX CONSULTING PLLC – New Client Intake Form

  • New Client Intake Form

  • Form Security & Confidentiality

    Your information is transmitted over a secure, encrypted (SSL) connection. This form is intended to collect basic intake details only, and file uploads are optional. Please avoid attaching highly sensitive documents at this stage. If we move forward with an engagement, you will be provided access to our secure client portal for document exchange.

    Information submitted through this form is used solely to evaluate your inquiry and determine next steps, if appropriate.

  • Please complete this form to help us understand your needs and how we can assist you.

  • Contact Information

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  • Service Details

  • Are you seeking services as an individual or for a business?*

  • Consultation / Advisory Details

  • What is the primary topic of your consultation?

  • Is this consultation related to an existing tax return we prepared?
  • Are you requesting written tax advice or memo documentation?
  • Do you have supporting documents to share in advance?
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  • Which services are you interested in?*

  • Professional Fee Information

    Our firm provides a range of CPA services, including tax preparation, accounting, bookkeeping, advisory, and IRS representation. Fees vary based on the scope and complexity of the engagement.

    For general reference, individual tax services typically begin around $400+, and business tax services around $1,000+. Depending on the nature of the work, services may be offered as flat-fee packages, one-time or limited-scope services, or billed hourly. Our standard hourly rate is $250, when applicable.

    View our general firm pricing guide (for reference only).

    Pricing is discussed after reviewing your specific needs and the scope of services requested.

  • Are you comfortable proceeding within these general ranges?*
  • Current Marital Status*

  • How do you usually file your taxes with your spouse?

  • Have you previously worked with a CPA, accountant, or other financial professional for this matter?

  • Preferred Meeting Format
  • When do you need assistance?
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    • Business Information 

    • Business Details

      Complete only if applicable
    • Business structure

    • How is your bookkeeping currently handled?

    • Current accounting / bookkeeping software

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