Intake form

Help us serve you better

Name *

Email address *

What type of tax services do you require?

Please select at least one option.

Individual Tax Preparation

Business Tax Preparation

Tax Consultation

Tax Planning

What is your filing status?

What is your preferred method of communication?

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Phone

In-Person

What is your occupation?

What is the estimated income for this tax year?

Do you have any dependents?

If yes, please provide their names and ages.

Do you own a business?

If yes, please provide the type of business and any relevant details.

What is your preferred appointment date and time?

Additional questions or comments

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Jody’s Tax Services