Intake Form

Tax Services Intake Form

Please complete this short form so we can review your tax needs and contact you.

Service Requested

What service do you need? *

First and Last Name *

Phone Number *

Email Address *

Current Mailing Address (Street, City, State, ZIP)

How many years of tax returns do you need filed?

What tax years do you need assistance with?

What is your current filing status?

Approximately how much do you owe the IRS?

Have you received any IRS notices or letters?

Briefly describe what you need help with.

When would you like to get started?

Business, Nonprofit, or Complicated Tax Issues

If you are filing or need business help or nonprofit help, please explain. If you have a complicated tax issue, please explain.