A tax intake questionnaire can facilitate the process of pulling together your tax information. These basic tax intake tools are designed for new clients and will allow you to gather the relevant information needed for us to help you. You can print the completed tax intake tool and mail it, drop it off at our offices or request a client portal be sent to you to upload your documents from your home... whichever way you prefer and best meets your comfort level! You should NEVER fax or e-mail the completed forms over the phone lines or internet... It's not safe! We can help you go over the internet through our private IT system with a personal Client Portal created just for you if you desire. We also find it helpful if you can provide us with your last two years tax returns which includes prior year tax information and important carryover data.
You can download our Personal or Business intake form in Adobe Reader (PDF) format. You can get Adobe Reader free from Adobe's website.
