Prestige Tax Group, Inc. — Tax, Accounting & Business Services Intake
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Full Name
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First Name
Last Name
Business Name
Email Address
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example@example.com
Phone Number
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Format: (000) 000-0000.
State and ZIP Code
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Services Needed
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Individual 1040 preparation
Self-employed / 1099 / Schedule C
Business tax returns
Federal and state filing
Multi-state filing
Prior-year returns
Amended returns
Electronic filing
IRS/state notices and filing support
Tax-document reconstruction/cleanup
Bookkeeping
QuickBooks support
Cleanup/categorization
Account reconciliation
Tax-readiness/financial-record organization
Payroll support
W-2/1099 processing
Sales-tax filing
Workers’ Compensation audit document preparation/payroll reconciliation
Business compliance coordination
EIN assistance
Entity setup/administrative filings
S-Corp election support
Startup tax setup
Outsourced accounting/business support
Financial Goals & Retirement Tax Readiness Review
Other/complex situation
Entity Type
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LLC
Corporation (C or S)
Partnership
Sole Proprietor
Nonprofit
Other
Number of Employees
Software or Provider Currently Used (optional)
Approximate Timeline (e.g., ASAP, next quarter)
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Briefly describe your goals or any special requests
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Tax year(s)
State(s) involved
Notice / deadline date
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Month
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Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Records readiness
Preparing for eventual retirement
Within five years
Within twelve months
Already retired
Unsure
Intake purpose
Service intake
Consultation request
Complex situation
Preferred contact time
Hour Minutes
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PM
AM/PM Option
Time zone
Preferred Contact Method
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Phone
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Prestige Tax Group provides tax and accounting support, including retirement tax-readiness reviews. Michael Fusco holds PTIN/EFIN. Prestige is not a CPA firm, enrolled-agent practice or law firm and does not provide legal or securities advice. Credential-restricted work requires the appropriate professional. Insurance services require a separate licensed provider engagement.
Pricing is provided after intake review and client qualification; scope and fees are confirmed before engagement.
Please do not include Social Security numbers, bank account numbers, or other highly sensitive personal information in this form.
Prestige Financial Goals & Retirement Tax Readiness
Top three financial goals
Main financial or tax concerns
Consultation goals
Retirement stage
Preparing for eventual retirement
Within five years
Within twelve months
Already retired
Unsure
Employer or pension system
Employer 401(k) or 403(b)
Public pension
Private pension
Both
Not sure
Anticipated retirement month/year
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Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
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