New-client intake

1. Who you are

The taxpayer or entity we will prepare the return for.

First name *

Last name *

Email *

Mobile

Entity / return type *

Tax year *

State of filing *

Service line *

Mailing address on the return, and how you prefer to be contacted.

Mailing address

City

ZIP

How did you hear about us?

Fill this in only if you have an IRS notice or an open matter.

Matter type

IRS notice number

Response deadline

I agree to receive documents and notices electronically and consent to the firm storing my tax information securely.*

I confirm this engagement is for a U.S. tax filing and I am a U.S. taxpayer.*

I understand no work is outsourced — every return and IRS matter is handled by the firm's Enrolled Agent.

You will get a private portal link, an engagement-letter link, a document-upload link and a payment link.