Client Tax Intake Form

Client Tax Intake Form

Provide your details and tax information to get started.
Full Name

First NameLast Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Preferred Contact Method
Briefly describe your tax situation or reason for contacting us
I am a:
What is your filing status?
How many dependents do you claim on your tax return?
Which state are you a resident of? (which state do you reside)
If you file a tax return in a state other than your resident state, please confirm the other state filing below:
What is your household income level?
Please select the options below that apply to your tax return
Did you live or work in a country outside of the US during the year? If so, please note the countries below
How many non US bank accounts did you own during the year? This includes bank accounts, retirement accounts, life insurance with cash value, brokerage accounts etc.
How did you hear about Brian Leonard, CPA?

Other
Should be Empty: