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
Primary Income Type
Estimated Annual Income Range
Do You Have Multiple Income Streams?
Tax Situation
Last Year Tax Filing Status
Approximate Tax Liability (Last Year)
Do You Currently Work With a CPA or Tax Advisor?
Any Prior Audits or Notices?
If Yes, Please Describe Any Audits or Notices and Your Biggest Tax Concerns
Deductions & Strategies
Current Deductions Used

Other
Interest in Advanced Tax Strategies

Other
Assets & Investments
Real estate holdings

Other
Retirement accounts
Brokerage accounts
Business ownership
Goals
Desired Outcomes

Other
Urgency Level

1

2

3

4

5

6

7

8

9

10

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