Client Intake Form

Next Steps

1. 1Print the onboarding document above.
2. 2Sign and fill in all applicable fields.
3. 3Scan the completed pages or take clear photos of each page.
4. 4Gather all tax documents — W-2s, 1099s, receipts, and any other relevant tax records.
5. 5Attach copies of all tax documents along with your completed intake form and email everything to [email protected].