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Contact Us
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Intake Form - Accounting Services
Full Name*
Email*
What is your phone number*
Why are you looking for a new Accountant*
How have you been keeping track of income and expenses*
Excel Spreadsheets
Desktop Accounting Software
Cloud Accounting Software
Not kept track
Submit
Full Name*
Your email*
What is your phone number*
Type of Tax Return Needed*
Individual (1040)
Business (LLC, S-Corp, Partnership)
Amended Return
Others (e.g Trust / Estate)
What is your current tax filing status?*
Single
Married filing jointly
Married filing separate
Head of Household
Not sure. Help me out
Main Source of Income*
W2
Self- employment / Business owner
1099
Foreign Income
Homemaker
Unemployment
Social Security
Others (e.g Crypto)
Which tax bracket are you in?
0-50,000
50,000-100,000
100,000-200,000
200,000-300,000
300,000-400,000
400,000-500,000
500,000+
Children / Other dependents*
Yes
No
Your Life event that may impact tax
Married
Divorced
Had a child
Bought a Home and Sold a Home
Changed jobs
Worked in different state
Worked in different country
Other Sources of Income
Interest Dividend
Second Job
Stock Sales
Schedule C
Rental real estates
Other
Deductions you are entitled to
Mortgage Interest
Donation to Charity
Childcare payments
College Tuition
Student loan
Medical Bills
Other
Why are you looking for a new tax accountant
Submit
Intake Form - Tax Services
