Client Intake Form

There are 3 forms, please make sure you complete the form that fits your current status.

  • Personal Only – this form is for individuals who are not associated with a business venture
  • Business Only – this form is for business owners who only want help with the business’s taxes and/or accounting
  • Personal & Business – this form is for businesses owners who need help with accounting/taxes for the business and their personal tax returns

Personal Intake Form

Business Intake Form

Personal & Business Intake Form

Did You Know?

We provide more services than just basic tax, such as accounting and payroll solutions.