W E L C O M E
NEW CLIENT
RETURNING CLIENT with personal information changes
NEW CLIENT
RETURNING CLIENT with personal information changes
CLIENT PERSONAL INTAKE FORM
Government required "Personal Information" for tax filing purposes
With COMPUTER: Open Personal Intake Form, a fillable PDF, enter information
Print completed form or print the blank form and complete at your convenience.
IPAD/CELL PHONE: Open and SHARE/COPY to your email to review/access later
Bring the completed form, with your tax records/documents, to your tax appointment
If filing electronically using "Client Exchange",
upload the completed form using their secure Virtual Tax Portal