PLEASE DO NOT FILL OUT THIS FORM FOR ESTIMATE, THIS FORM IS TO FILE YOUR TAXES ONLY! 

Thank you for taking the time to complete your client intake form. If you are a new client, this information is important for us to file an accurate and maximized tax return. If you are a returning client, Pretty Basic Consulting Co. requests that you provide this information again to ensure our records are 100% accurate and up to date.

This questionnaire will take you up to 20 minutes to complete please take the time to organize your tax documents prior to completion of this form.

IMPORTANT:  UPON COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM YOU MUST CLICK THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFO TO OUR OFFICE.  CLOSING YOUR BROWSER BEFORE CLICKING THE "SUBMIT" BUTTON WILL DELETE ALL INFO WITHOUT SENDING TO US.  UPON CLICKING THE SUBMIT BUTTON YOU WILL GET A CONFIRMATION EMAIL THAT WE RECEIVED YOUR INFO!

THANK YOU FOR BEINT A  CLIENT AT THE TAX CLINIC  ! 

By submitting this form, you acknowledge that the information provided is true and complete to the best of your knowledge. You agree to provide all requested documents and information necessary for the preparation of your tax return. Our services are based solely on the information you provide, and you remain responsible for the accuracy and completeness of your tax filings. Submission of this form does not guarantee completion of services until all required documents, agreements, and payments have been received.