Wondering what you need to bring to your appointment? We’ve got you covered.

We know you (or we hope to)! Our client intake form needs to be filled out yearly (per the IRS) during tax season to ensure we have your most up-to date information. Remember, we need one client intake sheet per person filing taxes (dependents).

Client Intake Form

Have a business as well? Are you an LCC, S-CORP, or a CORP (INC)?

Our corporate intake form needs to be filled out yearly (per the IRS) during tax season in addition to your personal client intake sheer to ensure we have your most up-to date information.