Thank you for taking the time to complete your tax intake form. This information is critical to ensure your tax return is filed accurately. Existing and new clients, please ensure your information is entered correctly so we can ensure our records are 100% correct.

This intake form may take 20-30 minutes to complete. Please be sure to gather all of your documents prior to completing this form. 

Please be sure to hit submit to ensure the form is sent to us. If you close the browser before doing so, the information will be deleted and need to be re-entered.

Please remember to upload your documents securely before submitting. Be sure to schedule an appointment to discuss your return and submit all documents.