Before completing this intake form, please gather all necessary documents for yourself, your spouse, and your dependents.

​

Providing accurate and complete information ensures we can prepare your federal and state tax returns without delays or issues.

 

Important Notes Before You Start

• Wait Until You Have All Documents: Ensure you have received all necessary forms and documentation before completing this intake form. Missing or incomplete documents can lead to delays in processing your return.

• Accuracy Matters: Providing all requested information upfront allows us to maximize your deductions and minimize your tax liabilities.

• Submission Confirmation: Be sure to click the “Submit” button at the bottom of the form. Upon submission, you will receive a confirmation email verifying that we’ve received your information.

​

Estimated Time to Complete

This form should take approximately 30 minutes to complete.

​

Your Information is Secure

We prioritize the security of your personal information. This intake form is encrypted with SSL (Secured Socket Layer) technology, the same protective measures used by banks and medical institutions. Your data is securely transmitted and complies with IRS requirements.

​

We appreciate the opportunity to serve you and look forward to preparing your taxes efficiently and effectively.

​

Start the Process Today!

​