Intake Form Download
A tax intake questionnaire helps simplify the process of organizing your tax information. Designed for new clients, this tool
ensures you have everything needed for us to assist you effectively. Once completed, you can print and mail it, drop it off at
our office, or request a secure client portal for online submission—whichever works best for you! For security reasons, never
fax or email completed forms over standard phone lines or the internet. If you prefer an online option, we offer a private and
secure IT system with client portals. Additionally, providing your tax returns from the past two years is helpful, as they
contain prior-year details and carryover data to ensure accuracy in your filings.