Client Data Tax Intake

Fill out the form below to submit your tax information to me. If you have any questions prior to completing this form, do not hesitate to contact me by email or by phone at . Thank you and have a great day!

How did you hear about us or who referred you?

First Name *

Last Name *

Suffix

Address *

City *

State *

Postal code *

County

Date of birth *

Are you filing an eligible spouse on your tax return? *

Yes

No

Do you have an IPhone or an Android *

IPhone

Android

Please download the app with the link provided below. Once downloaded, you will use this to submit your required tax information via our secure portal. You will need to enter the code:

381LQ5

Please download the app with the link provided below. Once downloaded, you will use this to submit your required tax information via our secure portal. You will need to enter the code:

381LQ5

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