Welcome — and thank you for considering me for your taxes.

This short intake helps me understand your situation before we talk, so our first conversation is productive and I can give you an accurate sense of scope and fee. Answer what applies to you and skip what doesn't — many questions expand into follow-ups only when they're relevant, so simpler returns stay quick.

Before you begin:

• Time: Most people finish in about 5 –10 minutes. If your year included rental property, a business, K-1s, equity compensation, or multiple states, give yourself closer to 10 minutes.

• No documents needed yet. You don't need your W-2s or 1099s in hand — a general sense of your income sources is plenty at this stage.

• Please don't enter sensitive information here. Leave out Social Security numbers, dates of birth, bank account numbers, and any tax documents. This form isn't the secure place for them — once we're working together, you'll share those safely through my encrypted client portal.

• Best completed in one sitting — the form doesn't save partway through.

Once you submit, I'll review your responses and follow up personally with the next steps. Thanks again for your interest — I look forward to helping you get this handled.