New Tax Client Intake | Online Inquiry
Share your tax needs and contact details so we can follow up with next steps—please don’t include sensitive tax information.
Contact & Basic Information
Full Name
*
First Name
Middle Name
Last Name
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
State of Residence
*
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Other
Preferred Contact Method
*
Call
Text
Email
Best Time to Contact
Hour Minutes
AM
PM
AM/PM Option
How You Found Us
How did you hear about us?
*
Google
Facebook
Instagram
TikTok
Website
Referral
Other
Referral name (if applicable)
Tax Help Needed
Services needed
*
Individual return
Married/joint return
Self-employed/1099
Small business
Prior year filing
Amended return
IRS notice
Tax planning
Other
Tax year(s) needing help
*
First time filing with a tax professional?
*
Yes
No
Filing Situation & Scope
Filing status
*
Single
Married
Head of Household
Unsure
Dependents
*
Yes
No
Unsure
Number of states filing in
Meeting preference
*
Virtual
In-person
No preference
Desired timeline
*
As soon as possible
Within 2 weeks
Within a month
Just exploring
Income Sources & Notices
Income sources
*
W-2
1099
Self employment
Gig work
Retirement
Investments
Rental
Other
Any tax notices or urgent deadlines?
*
Yes
No
If yes, please briefly explain the notice or deadline
Questions & Consent
Questions / Comments
Acknowledgment
*
This is an inquiry only, not an engagement or tax filing authorization. Do not submit sensitive taxpayer information. The firm will confirm availability, fees and next steps.
Marketing Consent
I agree to receive marketing messages from the firm.
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