New Client Intake

New Client Intake

Tell me about your situation and how I can help, and I'll follow up with next steps.
Your Information
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
State or States You File Taxes In
What services are you interested in?
Your Tax Situation
What are your tax preparation needs?
Thank you for considering my practice. At this time, I'm only preparing personal tax returns. I'm not taking on new partnership, S-corporation, C-corporation, or nonprofit return engagements.
Which best describes your situation?
I don't currently prepare partnership, S-corporation, or C-corporation returns, but I can prepare your personal return using the K-1s and supplemental information you receive. I can also help you plan for how income from these sources will affect your personal tax situation.
Estimated annual business revenue
Estimated annual rental revenue
How many rental properties do you own?
How would you like to proceed?
After you submit this form, I will send an invitation to your email which will let you select a call time that works for your schedule.
Other Information
Anything else I should know about your situation?
How did you hear about me?
Should be Empty: