Income Tax Client intake Form

“Thank you for requesting our income tax service. Please complete the form below to provide us the information needed to assist you.”

“Press the SUBMIT button below and we will send you a free quote within 24-48 hours.”

*If SELF_EMPLOYED, we will send you a self-employment expense spreadsheet. Please use it if possible.

*If YES, we will send you a rental spreadsheet. Please use it if possible.


Next step – Our accountant will send you an engagement letter to be signed electronically as well as an email with instruction within 24-48 business hours.*

Please check this box to acknowledge you understand the next step. Thank You!

%d bloggers like this:
search previous next tag category expand menu location phone mail time cart zoom edit close