• VIP Client Priority Intake 👑

    Secure your VIP spot and complete your tax intake so we can prepare your client file and contact you with next steps.

  • VIP Client Information

  • Date of Birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.
  • Best Days/Times to Contact

  • Filing Profile

  • Dependent Details
  • Filed Last Year*
  • Prior-Year Return Available*

  • Income & Tax Situation

  • Income sources received during the tax year*
  • States lived in during the tax year*
  • States worked in during the tax year
  • Do you need to file in more than one state?*
  • Did you receive any IRS or state notice?*
  • Do you have any prior-year tax returns that were not filed?*
  • Do you owe back taxes or have an IRS payment plan?*
  • Retirement, investment, or property income details

  • Deductions & Credits

  • Do you have children or dependents?*
  • Did you pay childcare or dependent care expenses?
  • Did you have education expenses or qualify for education credits?
  • Do you own a home?
  • Did you pay rent during the year?
  • Did you have health insurance coverage through the year?
  • Did you contribute to an HSA?
  • Did you pay student loan interest?
  • Did you make charitable contributions?
  • Did you have unreimbursed business expenses?
  • Did you use a vehicle for work, self-employment, or business travel?
  • Did you make retirement contributions?

  • Business / Self-Employed

  • Does this apply to you?*
  • Major business expenses
  • Do you use a separate business bank account?*
  • Business tax filing needs*

  • Document Readiness / VIP Fast-Track

  • Which tax documents do you have ready?*
  • Can you upload documents now?*
  • Do you expect additional documents later?*
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof
  • Preferred filing timeframe*

  • VIP Priority Preferences

  • Preferred Appointment or Contact Method*
  • Areas You Want to Discuss*
  • How Interested Are You in Proactive Tax Planning?*
  • Do You Want a Refund or Withholding Review?
  • Would You Like a Bookkeeping Consultation?
  • Would You Like Information About Audit Protection?
  • Would You Like a Financial Planning Conversation?

  • Acknowledgment & Authorization

  • Acknowledgment of Accuracy and VIP Priority Terms*
  • Electronic Signature Consent
  • Date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Should be Empty: