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
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
Consultation / Advisory Details
What is the primary topic of your consultation?

Tax planningBusiness structuring adviceEstimated tax planningIRS notice reviewMulti-state tax questionsInternational tax guidanceCrypto tax strategyGeneral advisoryOther
Please describe your situation in detail*
What specific questions would you like answered during the consultation?*
Is this consultation related to an existing tax return we prepared?

YesNo
What tax year?
Are you requesting written tax advice or memo documentation?

YesNo
Do you have supporting documents to share in advance?

YesNo
Upload relevant documents

Upload a File

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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?*

YesNo
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

Browse Files
You may upload any documents that help explain your situation (optional). Cancelof
Please verify that you are human*
- Business Details
  
  Complete only if applicable
- Business Name
- Business industry — brief description
  Briefly describe your business activities and industry.
- Business structure
  
  Sole Proprietorship or Single-Member LLCMulti-Member LLCPartnershipS CorporationC CorporationOther
- How is your bookkeeping currently handled?
  
  Currently handled by a CPA or accounting firmCurrently handled by a bookkeeperManaged internally (by owner or staff)I handle it myselfBookkeeping is not currently maintained or up to dateOther
- Current accounting / bookkeeping software
  
  QuickBooks OnlineXeroExcel or spreadsheetsAnother accounting softwareNo system currently in placeOther
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New Client Intake Form

Contact Information

Service Details

Consultation / Advisory Details

Business Details