Client Intake Form - Tax Services

  • Preliminary Tax Intake & Fee Quote Request

  • Thank you for considering Marginwall LLC for your taxes this season!

    This short form is used to:
    • Get a quick snapshot of your tax situation
    • Decide whether Marginwall is a good fit for your needs and capacity this year
    • Estimate the level of complexity so we can provide a clear fee quote before either side commits

    After you submit this form, we’ll review your information and email you with either:
    • A proposed fee and next steps for working together, or
    • A note letting you know if we’re not able to take on your return

    How we work:
    Marginwall is a fully virtual firm. Everything is handled through secure online tools:
    • Organizers, document uploads, and signatures are completed in our online portal
    • Most communication is by email or brief phone/video calls, not in-person meetings

    If this remote, portal-based workflow works for you, please click Next to get started.

    Before you continue, please have a copy of your most recent tax return ready to upload. A PDF file is ideal. 

    Estimated Completion Time: 5-10 Minutes

  • Contact Details

    Please share your basic contact information so we know who we'rereviewing and how to reach you with questions or a fee quote.
  • Format: (000) 000-0000.

  • What do you need help with this year?

    These questions help us understand the scope of your return and whether we are working with just your personal return or also a business.

  • Your business or self-employment

    This section is only for business owners and anyone with self-employment or side-gig income. If you ONLY have W-2 wages, you won't see this page.

  • Please provide details for each business / self employemnt activity by answering the questions below. 

    Each group of questions will be for one activity only. If you have multiple activities to report, please answer YES to the question "Do you have another business/self employment activity separate from this one".

  • Your tax situation this year

    This section gives us a quick picture of how simple or complex your return is. Check what applies, even if you are not sure on every detail.

  • Since you indicated that you're married, we'd like to ask for a few basic details for your spouse.

  • Format: (000) 000-0000.

  • Pricing – what do returns like mine usually cost? 

  • Most clients want to know, “Roughly what will this cost?” before they decide whether to move forward.

    These examples are not quotes, but they show what people in common situations typically pay for our Core 1040 service so you can see whether our pricing feels in the right ballpark for you. 

     

    Example 1 – Straightforward W-2 employee

    • Single, no dependents
    • W-2 income from one employer, one state
    • Takes the standard deduction
    • No business, rental, or K-1 income
    • Typical Core fee: around $325–$375


    Example 2 – Family return with common credits

    • Married filing jointly or head of household
    • W-2 income, with kids and common credits (child tax credit, daycare, etc.)
    • May own a home and itemize deductions
    • No business, rental, or K-1 income
    • Typical Core fee: around $450–$600


    Example 3 – W-2 plus some extra pieces

    Similar to Example 2, but with additional items such as:

    • Stock sales or Restricted Stock Unites (RSUs)
    • HSA, 1099-INT/1099-DIV, or other investment income
    • Simple multi-state situation
    • Still no business or rental activity
    • Typical Core fee: around $575–$725


    Example 4 – Self-employed or landlord

    • One small business (freelance/contract work, Schedule C) or a rental property
    • Income and expenses reasonably organized (basic bookkeeping or clear records)
    • May also have dependents, credits, and investment income
    • Typical Core fee: around $625–$975


    Example 5 – More complex situations

    • Multiple businesses or rentals, or K-1s from an S corporation or partnership
    • Multi-state income, more active trading/investments, or IRS/state tax notices
    • May also need help catching up on prior-year returns
    • Typical Core fee: often $1,050+ 

     

    Disclaimer

    Your exact fee will be confirmed after we review your prior-year tax return and your full situation. These examples are simply to help you see whether our typical pricing is in line with what you’re expecting before you submit the form. 

    If you have a business that requires a separate return(s), please note we will follow up with you for more information. 

    Also, please note, we are currently allowing an option for annual contract terms where your fee is split into 12 month equal payments. We would be happy to explore this with you. 

  • Upload your prior-year tax return

  • To quote your fee accurately and confirm we’re a good fit, we review your prior-year tax return(s).

    Please upload a full copy of your most recently filed federal individual tax return (Form 1040 with all schedules and attachments).

    If you also have a separately filed business return (such as an S corporation or partnership), please upload that as well.

    This is usually the complete PDF provided by your prior tax preparer or the software you used (such as TurboTax or H&R Block).

    Please do not upload IRS tax transcripts, account summaries, or wage & income reports, as these do not include the full information needed to review your return or provide a fee quote.

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  • Your information is kept confidential and used only to review your situation, confirm whether we’re a good fit, and prepare your fee quote. Access to your documents is limited to our team for tax-related work and handled through secure online tools.

  • Final details & next steps

  • After you submit this form, we’ll review your information and prior-year return.

    If it looks like we’re a good fit, we’ll follow up by email with either:
    • A proposed fee quote and next steps, or
    • A note suggesting a short call if we need a few clarifications first.

    If it does not look like the right fit, we’ll let you know so you’re not left wondering.

  • It looks like you’re already a tax client.

    Based on your answer, there’s no need to complete this intake form. Returning clients are handled directly through our secure portal.

    We’ll reach out separately with your organizer, updated engagement agreement, and invoice for this year’s return. At that point you’ll be able to review everything and upload your documents as usual.

    You can close this form whenever you’re ready.

    If you selected this option by mistake, you can go back and change your answer using the Refresh button in your browser.

  • Thank you for taking the time to start this intake form.

    Based on the response selected about our minimum fees and payment terms, it appears this engagement is not the right fit at this time. To finalize and record your response, please click Complete Submission below so this request can be closed out.

    No additional information entered on this form will be reviewed, and a fee quote will not be provided from this intake.

    If circumstances or needs change in the future and these terms are a better fit, you’re welcome to return to this form and submit a new intake at any time.

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