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Client In-Take Form

Full Name

Email

Phone Number

Request Desired Solutions

If Other, Please Specify.

!! PLEASE NOTE !!

For Urgent Requests: Please Call 629-270-1555.

For Non-Urgent Consultation Requests: Once your In-take form is received we will contact you within 24 hours to either approve your appointment or request more information. A consultation request is only approved after it is confirmed by The Wise Steward. This action successfully adds the appointment to our calendar.

Select a desired date for the requested consultation appointment.

Select a desired time for the requested consultation appointment

Please share the background of your business (Name, mission/purpose, inception, size, challenges, etc.) Please omit, If this field doesn't apply to your requested service solution.

How did you hear about The Wise Steward?

Please share what has led you to request The Wise Steward's Tax Preparation and/or Resolution solutions for your business or personally. If there is any additional information you believe will be beneficial during our consultation, please include those details below.

Have you or your business ever outsourced Tax Preparation and/or Resolution solutions? If so, please share details of that experience.

By checking this box, I consent to receive transactional messages related to my account and/or services I have requested. These messages may include appointment reminders, order confirmations, and account notifications among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.

By checking this box, I consent to receive transactional messages related to my account and/or services I have requested. These messages may include appointment reminders, order confirmations, and account notifications among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.

By checking this box, I consent to receive marketing and promotional messages, including special offers, discounts, new service updates among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.

By checking this box, I consent to receive marketing and promotional messages, including special offers, discounts, new service updates among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.