Client Intake

A few details so your advisor can prepare before you speak.

First name *

Last name *

Email *

Phone *

Are you an individual or a business? *

What do you need help with?

Which tax years does this involve?

How urgent is this?

Best way to reach you

Best time to call

Who referred you?

Anything else we should know

Individual

Complete this section if you are filing personally.

Filing status

Spouse full name, if filing jointly

Who prepared your last return?

Business

Complete this section if you are filing for a business.

Business name

Entity type

EIN

Date the business started

Industry

Number of employees

States you operate in

The main point of contact for this business.

Primary contact first name

Primary contact last name

Primary contact email

Primary contact phone

Communication preferences

How we may reach you about your account and appointments.

You may text me about my account and appointments *

You may email me *

Message and data rates may apply. Reply STOP to any message to opt out. We never ask for a Social Security number on this form, and documents are uploaded in the secure client portal, never by text or email.