Tax Platform

Do you dread every April or October? Do you want to do your taxes with concierge-level service instead of taking a number at your accountant's office? Do you like having extra money from unused deductions, depreciation, mileage, section 179, or other things the government hopes you will overlook? I may be able to help you.

Note: this intake form is an application for assistance with a Federal tax return. It does not create an attorney-client relationship without a signed written agreement and acceptance of the representation from the provider.

Intake Interview

  1. Enter your name and contact information:
    Email address
    Phone number
  2. Are you filing your tax return in the United States of America?
  3. Are you an individual, a married couple, and/or the sole proprietor of a business?
  4. From your sources of earnings, do you normally receive W-2 forms, 1099 forms, or a combination of both?
    W-2 forms
    1099 forms
  5. In what range is your gross income (before any deductions or taxes) for the most recent tax year?
  6. What is the nature of your interest in this service? Check all that apply:
    General tax preparation
    Representation in proceedings
    Help with a complex issue
    Amended return
    Advice on your situation
  7. Which of the following best describes your current provider of tax return preparation?
    Self-prepared manually
    Self-prepared with TurboTax or equivalent
    Prepared by accountant
    Prepared by attorney
  8. What did you pay for the preparation of your most recent tax return by your current provider?
  9. Your information will be reviewed promptly and you will be contacted within 24 hours. Thank you for using

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