Abbott Accounting Solutions

Intake Form

We are currently a virtual firm and no longer accept in-person clients.

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Client Information

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New Tax Client Intake Form

Please complete all required fields so we can prepare for your onboarding. Fields marked * are required.

Client Information

Step 1

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Enter an email Use an address with (@) and (.)
Enter an email Use an address with (@) and (.)
Enter your phone number Enter a valid number like +1555-123-4567
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Tax Overview

Step 2

What applies to your tax situation?
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Select all that apply

Business Screening

Step 3

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Are you looking for Bookkeeping Services?
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Do you need quarterly tax estimates for your business?
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Compliance & Due Diligence

Step 4

Are all prior year tax returns filed?
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Do you owe the IRS or any states?
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Have you received IRS/State notices in the last 12 months?
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Have you ever been audited by the IRS?
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Organization & Expectations

Step 5

Are you able to provide all required documents by firm deadlines?
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When are you expecting your return to be completed?
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Pricing Agreement

Step 6

Our Minimum Tax Preparation Fee for Individuals start at $575 depending on complexity. Do you agree to this pricing structure?
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Our Minimum Tax Preparation Fee for Business Returns start at $1,075 depending on complexity. Do you agree to this pricing structure?
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Client Fit Questionnaire

Step 7

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