Tax Strategy Consultation Intake Form

Tax Strategy Consultation Intake Form

Please fill out this form to help us understand your tax situation and goals. Have your relevant documents ready for upload if applicable.
Client Information
Full Name*

First NameLast Name
Email*
example@example.com
Phone*
Please enter a valid phone number.Format: (000) 000-0000.
Filing Status*
State of Residence*
Appointment Details
Preferred Consultation Time*
Referral Source
Income Profile
W-2Self-EmployedBusiness OwnerInvestor
Estimated Annual Income Range*
YesNo
Tax Situation
Last Year Tax Filing Status*
Approximate Tax Liability (Last Year)
YesNo
YesNo
If Yes, Please Describe Any Audits or Notices and Your Biggest Tax Concerns
Deductions & Strategies
Retirement ContributionsHSABusiness ExpensesReal EstateDepreciationCreditsOther
Entity StructuringCost SegregationTax DeferralIncome SplittingBonus DepreciationOpportunity ZonesOther
Assets & Investments
Primary residenceRental propertyVacation homeLandCommercial propertyOther
Retirement accounts
Brokerage accounts
Business ownership
Goals
Reduce taxesRestructure incomePlan for business exitImprove cash flowRetirement tax planningOptimize investment taxesOther
Urgency Level*

1

2

3

4

5

6

7

8

9

10

1 is Low urgency, 10 is High urgency
Should be Empty: