New Client Intake

1

This guided intake helps ensure accuracy, compliance, and the best outcome for your tax situation.

2

Full Name* This field is required.

First Name

Last Name

3

Phone* This field is required.

Area Code

Phone Number

4

Email* This field is required.

example@example.com

5

Filing Status* This field is required.

7

Income Range* This field is required.

Under $50K

$50K–$100K

$100K–$250K

$250K+

8

Documents Ready* This field is required.

Yes

Some

Not yet

9

Upload W2 / 1099

Drag and drop files here

Select files to upload

Max. file size: 10.1MB

Upload a File

10

Goal* This field is required.

Max refund

Stay compliant

Fix issues

Ongoing strategy

11

Next Step* This field is required.

Book appointment

Request review

Just exploring

12

You’re all set. Your information has been received and will be reviewed shortly.