• IMPORTANT: VIP PRIORITY REGISTRATION - Client Tax Intake ⚠️

    Thank you for joining VIP Client List! Please note that this quick intake form is for priority registration purposes only. Submitting this form secures your place in our priority client queue but does NOT complete your tax filing intake. All clients will be required to complete a separate, full tax preparation intake form before their tax return can be prepared. The full intake form takes approximately 3–5 minutes to complete so you are aware. I look forward to serving you and making your tax season smooth and stress-free!

  • Section 1: Client Overview & Contact Info

  • Are you a new or returning client?*
  • Format: (000) 000-0000.
  • Referred by Anyone?

  • Section 2: Tax Needs & Filing Status

  • Which tax years do you need help with? (Check all that apply)*
  • Filing Status*

  • Section 3: Income & Business Overview

  • What types of income did you have in these years? (Check all that apply)*
  • Do you have dependents (children/relatives you support)?*

  • Section 4: Next Steps & Documents (Optional)

  • Have your tax documents (W-2s, 1099s, prior returns) ready to upload?*
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof

  • Section 5: Submit & Terms

  • By submitting this form, you consent to having Tay'Lor J contact you regarding your tax preparation needs.

  • Date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Should be Empty: