• New Client Intake

    About 10 minutes. Please don't enter Social Security or bank account numbers here; those come later through a secure portal.

  • Contact

  • Format: (000) 000-0000.
  • Date of Birth
     - -
    2 digit month, 2 digit day, 4 digit year
  • Best Time to Reach You
  • Which services are you interested in?*
  • How did you hear about me?

  • Why you’re looking

  • Why are you looking for a new preparer?*

  • IRS and state history

  • Received IRS notices in the last 3 years?*
  • Received state tax notices in the last 3 years?*
  • Any unfiled tax years?*
  • Do you owe a balance to the IRS or a state?*
  • Are you under audit now?

  • Household

  • Spouse date of birth
     - -
    2 digit month, 2 digit day, 4 digit year
  • Do you have dependents?*
  • Dependent 1 – date of birth
     - -
    2 digit month, 2 digit day, 4 digit year
  • Dependent 1 – full-time student?
  • Dependent 2 – date of birth
     - -
    2 digit month, 2 digit day, 4 digit year
  • Dependent 2 – full-time student?
  • Dependent 3 – date of birth
     - -
    2 digit month, 2 digit day, 4 digit year
  • Dependent 3 – full-time student?
  • Dependent 4 – date of birth
     - -
    2 digit month, 2 digit day, 4 digit year
  • Dependent 4 – full-time student?

  • Income sources

  • Income sources*
  • Did anyone in your household, including children, have Marketplace (HealthCare.gov or Covered California) insurance this year, even if someone else signed them up?*

  • Business section

  • Number of businesses*
  • Year business started*
     - -
    2 digit month, 2 digit day, 4 digit year
  • How are your books kept?*
  • Does the business have its own bank account and credit card, separate from your personal ones?
  • Please note: when business and personal spending run through the same accounts, I can only accept a Profit & Loss prepared by a bookkeeper or accountant (for example, from QuickBooks or Xero with the bank accounts reconciled). I don't sort mixed accounts myself.
  • Will you provide bank and credit card statements covering the full year for every account the business uses? If your statements don't run from the 1st to the end of the month, include the December statement before and the January statement after (14 statements).
  • If any business and personal spending is mixed, are you willing to open a separate business account and card going forward?
  • Do you use a vehicle for business?*
  • Do you have a home office?*
  • Did you pay contractors $2,000 or more?*
  • Did you buy equipment, vehicles, or other business assets this year?*
  • If yes, how many business assets did you buy?

  • Rentals section

  • Any property bought or sold this year?*
  • Major improvements this year?*
  • Rental type*

  • Business entity

  • Do you own an S corporation or partnership that needs its own return?*

  • Life changes this year

  • Check any that happened this year

  • Prior preparer

  • Can you provide your last 2–3 complete returns, including all worksheets?*
  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
  • Format: (000) 000-0000.

  • Agreements

  • Bookkeeping

  • Does the business have its own bank account and credit card, separate from your personal ones?*
  • Are your books up to date?*
  • How often would you like your books done?*
  • Do you run payroll?*
  • Do you collect sales tax?*
  • Does the business carry inventory?*
  • Which reports do you need?*
  • When would you like to start?*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Should be Empty: