Client Intake Questionaire

Welcome. This client intake form helps us gather the information we need to determine how we can best support you.

Please complete the questionnaire as thoroughly as possible. Once submitted, we’ll review your information and follow up with next steps, including scope of services and pricing.

← Back

Thank you for your response. ✨

By providing a telephone number and submitting the form, you consent to be contacted by SMS text message and agree to our Privacy Policy.

Message frequency may vary. Message and data rates may apply. Reply STOP to opt out of further messaging. Reply HELP for more information.

Which communication method do you prefer?
Are you a new or returning client?
What are you looking for help with? Choose all that apply.
Are you comfortable working virtually? (Phone, Video Chat, or with an online Client Portal?)
What tax years need attention?
How did you hear about GoodeTax?