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. We only request basic contact details, and file upload is optional. Please avoid attaching highly sensitive documents here — after you become a client, we’ll provide our secure portal for document exchange.
We review each submission and handle your information in line with our professional confidentiality obligations. Once submitted, we will review your information and contact you with next steps.
Please complete this form to help us understand your needs and how we can assist you.
Contact Information
Full Name*

First NameLast Name
Email Address*
Phone Number*

Country CodeArea CodePhone Number
Service Details
Are you seeking services as an individual or for a business?*

IndividualBusinessBoth
Which services are you interested in?*

Individual Tax Return PreparationBusiness Tax Return PreparationAccounting and BookkeepingConsultation or AdvisoryIRS Issue or Tax ResolutionOther
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?*

YesPossibly, depending on scopeNo
Current Marital Status*

SingleMarriedSeparatedDivorcedWidowNot applicable (business-related inquiry)Other
How do you usually file your taxes with your spouse?

Married Filing JointlyMarried Filing SeparatelyOther
Have you previously worked with a CPA, accountant, or other financial professional for this matter?

Yes — currentlyYes — previously, but not currentlyNo — this would be my first timeOther
Preferred Meeting Format

EmailPhoneVideo MeetingIn-Office MeetingSecure PortalNo Preference
When do you need assistance?

ImmediatelyWithin the next few weeksNot urgent / planning ahead
Please describe your issue or questions so we can assist you.*
File Upload

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New Client Intake Form

Contact Information

Service Details

Business Details