Please complete this form before your paid tax planning consultation. Do not enter Social Security numbers, bank account numbers, passwords, or upload tax documents on this form.
If yes, do not provide account numbers on this form. Relevant details can be discussed during the consultation.
Depending on your situation, you may later be asked to provide your most recently filed federal/state tax returns, recent pay stubs, year-to-date business income/expenses, estimated tax payment records, retirement information, investment information, rental information, or information about major 2026 financial transactions. After CTS Tax Solutions receives this intake, you will receive separate instructions for secure document upload through the client portal. Do not email or upload sensitive tax documents through this intake form.
I understand that the Tax Strategy Check-Up provided by CTS Tax Solutions, LLC is a tax planning and advisory service based upon the information available and provided by me at the time of the consultation. I understand that this service is separate from tax-return preparation unless tax-return preparation is specifically included in a separate engagement. I understand that tax planning recommendations may be affected by changes in my income, financial circumstances, tax law, regulations, administrative guidance, or information that was not available or disclosed at the time of the consultation. I understand that CTS Tax Solutions cannot guarantee a specific tax liability, refund, tax savings, or other tax result. I certify that the information I provide for purposes of this consultation is complete and accurate to the best of my knowledge.