W E L C O M E ​

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

​Link for tax preparation information 




                                                                                                                                                                                     
                                                                                                                                                                                                                                                      

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