Intake Form Download

A tax intake questionnaire can facilitate the process of pulling together your tax information. This basic tax intake tool is designed for new clients and allows you to gather the information you need for us to help you. You can then print the completed tax intake tool and mail it, drop it off at our offices or request a client portal be sent to you to upload from home... whichever way best serves you! NEVER fax or e-mail the completed forms over the phone lines or internet... It's not safe! We can help you go over the internet through our private IT system with Client Portals if you desire. We also find it helpful if you provide your last two years tax returns that includes prior year information and carryover data.