Client Intake Form
*Only complete if we are doing your tax returns:




Uploaded/brought prior year tax returns:

Maximum file size: 50MB

NOTE: If your file fails to upload or is marked as spam, please save the document as a .zip file and try uploading again.

**New Client Initial Consultation Fee $200.00
**$50.00 Cancellation Fee applies to all appointments not cancelled within 24 hours/no show