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.