🧾 Tax Services Client Intake

Professional tax preparation services for individuals and businesses

Welcome! Let's Get Started

Please select which option describes you best:

New Client

First time working with us? Select this option to complete your intake form and purchase your tax service package.

Includes Payment

Existing Client

Already worked with us or already paid? Select this option to just submit your updated information for this tax year.

Form Only - No Payment

📋 Client Intake Form

Personal Information

First Name *

Last Name *

Email Address *

Phone Number *

Date of Birth *

Social Security Number *

Street Address *

City *

State *

ZIP Code *

Filing Status *

Employment & Income Information

Employment Status *

Do you have business income (Schedule C)?

Do you have rental property income (Schedule E)?

Do you have investment income (stocks, dividends, crypto)?

Dependents

Number of Dependents

List dependent names and ages (if applicable)

Additional Information

Any additional information or questions?

← Change client type

Select Your Tax Service Package

Choose the service that matches your tax situation:

Service	Price
Basic Individual W-2 Return	$375
Individual + Business or Rental	$450
Complex / Multi-Schedule Return	$675+

Thank You!

Your intake form has been submitted successfully. We'll review your information and be in touch soon.

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