A tax intake questionnaire makes it easier to organize your tax information.

This simple tool is designed for new clients to gather the details we need to assist you. Once completed, you can print it and send it by mail, drop it off at our office, or request access to our secure client portal to upload it from home—whatever works best for you!

Remember, never send completed forms by fax or email as it’s not safe. Instead, you can securely share your information through our private client portal system.

We also recommend including your last two years of tax returns, as they provide important prior-year details and carryover data.

You can download our personal or corporate intake form in Adobe Reader (PDF) format. If you don’t already have Adobe Reader, you can download it for free from Adobe’s website.”