New Client Intake & Scope of Service
Welcome. Please complete this intake so we can confirm the services you need, request the right documents, and prepare an engagement letter. No tax advice is provided and no client relationship is formed until we deliver, and you sign, an engagement letter.
Section 1 — Taxpayer Identity
Full legal name (individual or entity):
Spouse full legal name (if MFJ):
Taxpayer ID — SSN / ITIN (last 4 only):
Spouse SSN / ITIN (last 4 only):
Entity EIN (if applicable):
Date of birth / entity formation date:
State of residence / state of formation:
Email address (for e-signature and secure portal):
Section 2 — Filing Status & Dependents
Filing status for this tax year:
Number of dependents to claim this year:
For each dependent, list name, relationship, DOB, SSN/ITIN, and months lived with you:
Section 3 — Services Requested
Tick every service you want us to perform:
Other states for which you need returns:
Section 4 — Prior Preparer & Return History
Who prepared your last tax return?
Prior-year adjusted gross income (AGI):
Do you have any open IRS or state notices, balances due, or active audits?
Section 5 — Acknowledgments