Experienced Tax Professionals & Bookkeepers

Customer Intake Form

File Here (*Required Field* No dashes for SS# or Phone#)

**If Self-Employed or a Business Owner, The Section MUST Be Completed Before We Can Submit Your Tax Return to the IRS.  This Form is on the "Schedule C Form" Page**



**If Self-Employed or a Business Owner, The Section MUST Be Completed Before We Can Submit Your Tax Return to the IRS.  This Form is on the "Profit & Loss Form" Page**



**Please Upload One (1) Attachment Per Link.  Additional Attachments Can Be Uploaded in the "Upload Additional Docs" Below:



Book Your Appointment Today


We are excited to prepare your Individual and Business Taxes.  Book your appointment today and we can get started on MAXIMIZING your Refund. 

Book Appointment
Submit Your Tax Information Securely With Our Mobile App!