New Client Intake Form: please take a moment to complete our intake form the information collected on this form is utilized in accordance with the preparation of your tax return, this helps to ensure that we gather information and documents needed to prepare your return accurately. You will submit all documents through our secure portal link you received in your email with this form. For identity purposes please remember to submit a copy of your driver's license or state issued identification card along with last years tax return. If you have any questions, please contact us directly at 707-708-2192