Personal Intake Form

Answer a few simple questions about your tax situation, and we’ll help determine the services that best fit your needs. This information allows us to provide guidance and an estimate before scheduling a consultation.

Personal tax

First Name *

Last Name *

Email *

Business Name

First, what would you like to get out of working with a tax professional? (Please select all that apply) *

I need my tax return filed

I want to understand my tax return and why I owe

I want to see if there are opportunities in my situation to save on taxes

I want better communication when working with a tax professional

I want someone to help me track deductions during the year before tax season

I want an estimate of the tax I would owe or be refunded before we get to tax season so there are no surprises

I have some big life events coming up and want to know the tax consequences, if any

Other

If Other: Please Explain *

Do you have any experience working with CPAs, tax preparers, or accountants? *

Yes

None of these

If you answered yes to the question above, please describe your experience in a few sentences. *

What is your preferred method of communication? *

Phone call

Text message

I'd prefer to have a virtual meeting

Record a video explaining a tax topic and send it to me

I'm flexible and fine with any of the above

Now a few more technical questions: How do you earn most of your income? *

I earn a salary or wage

I receive pension, social security payments and take distributions from my IRA(s)

I am a self-employed contractor and receive 1099s from many companies

I own a business that I work full time in

None of these

If you are married, how does your spouse earn their income? *

They earn a salary or wage

They receive a pension, social security payments and take distributions from their IRA(s)

They are a self-employed contractor and receive 1099s from many companies

They own a business that they work full time in

My spouse does not work

None of these

Do you own any rental property? *

Yes

If you answered yes to the above question, how many properties do you have? *

1 - 3

4 - 6

7 - 9

10+

Does not apply

Do you receive any Form K-1s during tax season? *

Yes

I'm not sure

If you do receive any K-1s, please specify how many: *

Does not apply

Do you have any business entity tax returns to file? *

Yes

If yes, which entities? *

Do you have a small side business (around $50,000 income or less) in addition to your earned income? *

Yes

How many brokerage accounts (stocks, mutual funds, etc.) do you currently invest with? *

2 - 3

I'm not sure

Do you have an IRA or Roth IRA? *

I have an IRA

I have a Roth IRA

I have both

I do not have either

I'm not sure

Do you work abroad in a foreign country, either full year or part year, and/or receive foreign income? *

Yes

Do you have any assets located in other countries? *

Yes

I'm not sure

Do you have an estate or trust that may need it's own tax return (Form 1041) filed? *

Yes

I'm not sure

Do you invest in crypto? (bitcoin, etc.) *

Yes

Do you currently work with a financial advisor? If yes, please provide their name and firm. (Optional)

We can provide many services through our service partners in addition to taxes. Please select any that you wish to learn more about: *

Financial Planning

Investment management

Estate Planning (Wills, trusts, etc.)

Property Insurance (home or auto)

Life Insurance

Mortgage Lending

Health Insurance for self-employed

Rental property bookkeeping

Business Broker

I am okay with just taxes

Is there anything specific you'd like to tell us about your situation or any questions you'd like answers to? *

What is a good phone number to reach you at? *

If you are human, leave this field blank.

Personal Intake Form

Personal tax

First Name *

Last Name *

Email *

Business Name

First, what would you like to get out of working with a tax professional? (Please select all that apply) *

I need my tax return filed

I want to understand my tax return and why I owe

I want to see if there are opportunities in my situation to save on taxes

I want better communication when working with a tax professional

I want someone to help me track deductions during the year before tax season

I want an estimate of the tax I would owe or be refunded before we get to tax season so there are no surprises

I have some big life events coming up and want to know the tax consequences, if any

Other

If Other: Please Explain *

Do you have any experience working with CPAs, tax preparers, or accountants? *

Yes

None of these

If you answered yes to the question above, please describe your experience in a few sentences. *

What is your preferred method of communication? *

Phone call

Text message

I'd prefer to have a virtual meeting

Record a video explaining a tax topic and send it to me

I'm flexible and fine with any of the above

Now a few more technical questions: How do you earn most of your income? *

I earn a salary or wage

I receive pension, social security payments and take distributions from my IRA(s)

I am a self-employed contractor and receive 1099s from many companies

I own a business that I work full time in

None of these

If you are married, how does your spouse earn their income? *

They earn a salary or wage

They receive a pension, social security payments and take distributions from their IRA(s)

They are a self-employed contractor and receive 1099s from many companies

They own a business that they work full time in

My spouse does not work

None of these

Do you own any rental property? *

Yes

If you answered yes to the above question, how many properties do you have? *

1 - 3

4 - 6

7 - 9

10+

Does not apply

Do you receive any Form K-1s during tax season? *

Yes

I'm not sure

If you do receive any K-1s, please specify how many: *

Does not apply

Do you have any business entity tax returns to file? *

Yes

If yes, which entities? *

Do you have a small side business (around $50,000 income or less) in addition to your earned income? *

Yes

How many brokerage accounts (stocks, mutual funds, etc.) do you currently invest with? *

2 - 3

I'm not sure

Do you have an IRA or Roth IRA? *

I have an IRA

I have a Roth IRA

I have both

I do not have either

I'm not sure

Do you work abroad in a foreign country, either full year or part year, and/or receive foreign income? *

Yes

Do you have any assets located in other countries? *

Yes

I'm not sure

Do you have an estate or trust that may need it's own tax return (Form 1041) filed? *

Yes

I'm not sure

Do you invest in crypto? (bitcoin, etc.) *

Yes

Do you currently work with a financial advisor? If yes, please provide their name and firm. (Optional)

We can provide many services through our service partners in addition to taxes. Please select any that you wish to learn more about: *

Financial Planning

Investment management

Estate Planning (Wills, trusts, etc.)

Property Insurance (home or auto)

Life Insurance

Mortgage Lending

Health Insurance for self-employed

Rental property bookkeeping

Business Broker

I am okay with just taxes

Is there anything specific you'd like to tell us about your situation or any questions you'd like answers to? *

What is a good phone number to reach you at? *

If you are human, leave this field blank.

Your Tax Base Camp

Personal Tax

Personal Intake Form

Personal Intake Form