Client Intake Form

Submit will send the form to us, but also use the link to upload a copy of your previously filed tax return.

Please send this back with a copy of your previously filed tax return.

We will review it and contact you.

Please be advised that the minimum charge for personal tax return preparation is $500. The cost will depend on the complexity of the return. We will be able to provide you with an approximate cost during the phone appt.

Thank you

Click Here to UPLOAD YOUR TAX RETURN

*Name: 

Referred By:

*Phone Number: 

*Email Address: 

Are You Self Employed?  YES      NO

Do you have Rental Income?  YES     NO

Brief Description of Income Types and any current tax issues/questions:

Other Information:

Code: 

 

* Fields with an asterisk are required