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Client Intake Form
Contact Information
Full Legal Name
*
Email
*
Phone Number
*
Preferred Contact Method
*
Preferred Contact Method
A
Text
B
Phone Call
C
Email
Expected Filing Status
*
Expected Filing Status
A
Single
B
Married Filing Joint
C
Married Filing Separate
D
Head of Household
E
Qualifying Surviving Spouse
Income Types - select all that apply
*
Income Types - select all that apply
W-2 income
Self-employed / 1099 income (no expenses)
Self-employed/ 1099 income with expenses
Rental property income
Investment income (stocks, crypto, dividends)
Retirement income
Other
Will you be claiming any dependents on your tax return?
*
Will you be claiming any dependents on your tax return?
A
Yes
B
No
Do you anticipate itemizing deductions this year?
*
Do you anticipate itemizing deductions this year?
A
Yes
B
No
C
Not Sure
Which state(s) will you need to file in for this tax year?
How did you hear about us?
*
How did you hear about us?
Google
Yelp
Referred by a friend
Instagram
Facebook Ad
Mailer
Other
Prior-Year Information
Did you file a tax return last year?
*
Did you file a tax return last year?
A
Yes
B
No
How was your tax return prepared last year?
*
How was your tax return prepared last year?
A
Self-prepared
B
CPA / EA
C
Big-box tax service
D
Online software
When are you hoping to have your tax return completed?
*
When are you hoping to have your tax return completed?
A
As soon as possible
B
Within two weeks
C
I’m flexible
Additional Information (Optional)
*
Is there anything you’d like us to know before getting started?
Do not enter any sensitive information in your response (such a Social Security numbers, dates of birth, or tax documents).
Important Notices & Consent
Untitled checkboxes field
I understand this form is for informational purposes only and does not establish a client relationship.
*
I agree not to submit sensitive information (such as Social Security numbers, dates of birth, or tax documents) through this form.
I consent to being contacted regarding tax preparation services.
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