Client Intake Form - Accounting

Please complete our Client Intake Form below to know more about you and the services you need. All information provided is confidential and will be used only to provide you with a proposal and for tax preparation purposes only.

Monthly Plans and Pricing

First name

Last name

Email

Phone

Address

Date of Birth

Month

Day

Year

What is your occupation?

At any time during 2024, did you: (a) receive (as a reward, award, or payment for property or services); or (b) sell, exchange, gift, or otherwise dispose of a digital asset (or financial interest in a digital asset)?

Yes

No

Describe any other particular situation that may affect 2024 tax preparation (if applicable)

Would you like to schedule an online meeting?

Yes

No

Please upload prior year income tax return (if applicable)

Upload current year tax documents (if applicable)

Schedule an appointment

Jul - Aug 2026

Week starting Sunday, July 26

Time zone: Coordinated Universal Time (UTC)Online meeting

Monday, Jul 27

10:00 AM - 11:00 AM

11:00 AM - 12:00 PM

12:00 PM - 1:00 PM

1:00 PM - 2:00 PM