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

Phone

Address

Date of Birth

Month

Day

Year

What services do you need? (select all applicable)

Accounting Service for your Small Business

Accounting Books Cleanup

Current Year Individual Income Tax Preparation

Prior Year (s) Individual Income Tax Preparation

Tax Representation/Tax Resolution with the IRS os State Tax Authority

Assistance with IRS Examination

Other Service

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

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

Please upload prior year income tax return (if applicable)

Upload current year tax documents (if applicable)