"There Is No Substitute

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"There Is No Substitute for Knowledge and Experience."

Client Intake Form

Auburndale Bookkeeping & Tax Service

Client Intake Form Page Form

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Name*

Physical home address*

Email*

Phone*

Business name** (if applicable)

Mailing address (if different)

What is your filing status?*

Other:

What types of income do you need to report? (Select All Applicable)*

W2

1099/Self-Employed

Social Security/Disability Benefits

Investment Income (Ex. Sale of Securities or Crypto)

Rental Income

Pension or Retirement Distributions

Other:

What state/s does your income come from?

If there are multiple states, please list them*

Did you move to another state during the current tax year?*

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No

If yes, what state did you previously live in?

Will you claim dependents on your tax return?*

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** - If you own a business, we will reach out with additional questions to ensure we are able to assist with your filing

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