Individual Tax Advisory & Filing Intake Form

Please complete the form below. A member of our tax team will review your information and follow up with next steps.

Contact Information

Full Name*

Email Address*

Phone Number*

Filing Status & Dependents

Filing Status

Do you have dependents?

Yes, with childcare expensesYes, without childcare expensesNo

Income & Location

Estimated Annual Income Range

Current City / State of Residence

Moving & Employment Status

Did you move during the last tax year?

YesNo

Employment Status

W-2 EmployeeSelf-Employed / Independent ContractorBoth W-2 and Self-Employed

W2 Information

Number of W-2 Forms Received

Do any of your W-2s list a state different from your current residence? (See Box 15 of your W-2)

State of residence onlyDifferent stateBoth resident and non-resident statesUnsureNot applicable

Additional Information

Number of taxable investment accounts or brokerage firms (Exclude 401(k)s)

None1–23–56+

Do you own your primary residence?

YesYes, as part of a co-opNo

Do you own or partially own a business and receive Schedule K-1 income?

YesNo

Did you take distributions from a retirement account or complete a Roth / Backdoor Roth conversion during the tax year?

YesNo

Do you own rental property?

NoYes, 1 unitYes, 2–3 unitsYes, 4 or more units

Additional Information or Questions

Please include any relevant details about income sources, tax forms, prior filings, notices received, or specific concerns.

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