New Client Intake Form

Legal First Name *

Legal Last Name *

Phone *

Email *

What state did you reside in for 2025? List all *

What is your filing status? *

Are you self employeed? (Small business, lyft, uber, doordash etc) *

Yes

Did you file last years tax return? *

Yes

Are you claiming any dependents? *

Yes

I understand this does not replace my official tax organizer and no return will be prepared until payment is received.

Disclaimer: The information provided by [Your Brand] is for business purposes only. All verified data is sourced ethically and in compliance with data protection regulations.