Resources
Intake Form Download
A tax intake questionnaire helps simplify the process of organizing your tax information. Designed for new clients, this tool ensures
you have everything needed for us to assist you effectively. Once completed, you can print and mail it, drop it off at our office,
or request a secure client portal for online submission—whichever works best for you! For security reasons, never fax or email
completed forms over standard phone lines or the internet. If you prefer an online option, we offer a private and secure IT
system with client portals. Additionally, providing your tax returns from the past two years is helpful, as they contain
prior-year details and carryover data to ensure accuracy in your filings.
All documents are available in Adobe Reader (PDF) format. You can get Adobe Reader free from Adobe's website.