Thank you for taking time to complete your 2023 Client Intake Form. For new clients, this information is critical to ensure we accurately file your tax return. For existing clients, we kindly request that you provide this information again to ensure our records are 100% accurate & up to date.
IMPORTANT INFORMATION: 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, UNLESS YOU CLICK THE “SAVE” BUTTON FIRST! IT SHOULD BE NOTED THAT UPON CLICKING THE “SUBMIT” BUTTON, YOU WILL GET A CONFIRMATION EMAIL THAT WE RECEIVED YOUR INFO AND SOMEONE WILL FOLLOW UP WITH YOU IN 24-48 HOURS. IT SHOULD ALSO BE NOTED THAT UPON CLICKING THE “SAVE” BUTTON, YOU WILL GET A CONFIRMATION EMAIL WITH A LINK TO PICK UP WHERE YOU ORIGINALLY LEFT OFF.
Please also note that to comply with federal and state identity theft protection efforts our firm will ask for a valid state issued photo identification card during your engagement.
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This questionnaire may take you up to 20 minutes to complete. Please be sure to organize all of your tax documents prior to completing the form.