New Tax and Accounting Services Client Intake Form *Confidentiality Statement* Please enable JavaScript in your browser to complete this form.1. Tax Services Which tax service are you seeking?a. Individual Tax Return (Simple or Complex 1):i. Individuali. Individualii. Jointiii. Head of Householdiv. Married Filing Separatelyb. Business Tax Returnsi. Small Businessi. Small Businessii. Medium Businessiii. Formation: (S Corp, Partnership, LLC, etc.)2. Bookkeeping Services What is the frequency of the services you seek:a. Monthlyb. Quarterlyc. Annually3. Accounting Software Which accounting software are you currently using?a. Businessb. PersonalThe tax preparation fee will fluctuate based on the complexity of your tax return and the completeness of your tax documents.Submit
