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Book Consultation

New Client Intake

Help us prepare for your appointment.

Takes about 3 minutes. The more detail you share, the better prepared we will be to make your consultation efficient and useful.

Contact Information

Full Name *Email Address *

Phone NumberPreferred Contact Method

Filing Situation

Filing Status *Number of Dependents

Income Types Select all that apply

W-2 from an employerSelf-employed / freelance / 1099Rental property incomeInvestments (stocks, dividends, crypto)Social Security or pensionUnemployment

Life Changes This Year Select all that apply

Got married or divorcedHad or adopted a childBought or sold a homeStarted or closed a businessMoved to a new stateReceived an IRS notice

Business Information

Do you own a business?

Did you file a tax extension this year?Are you a new client?

Services Needed Select all that apply

Personal tax preparationSmall business tax preparationTax planning consultationBoth personal and business

Anything Else?Additional notes

Building your financial success.

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