Unity Elite Tax-New Client Intake Form

Unity Elite Tax-New Client Intake Form

Welcome to Unity Elite Tax. Please provide your information to get started. We do not collect sensitive personal or financial details on this form.
Full Name

First NameLast Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Mailing Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Preferred Method of Contact
What services are you interested in?

Other
Which tax year do you need to amend?
What needs to be corrected on your Original Tax Return?
How did you hear about us?
Additional Comments or Questions
Tax Year Needed
Expected Filing Status
Client Type
Household Situation
Income Types

Other
Tax Services Needed

Other
Important Changes

Other
Service Format
Preferred Appointment Date and Time
I understand that this intake form does not replace official tax documents. I will provide all required tax records through the secure method provided by Unity Elite Tax.
Permission to Contact
Signature
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Should be Empty: