Let's get you ready for Tax Season!

Tell us a little about yourself, your business, and what you need help with. This form helps Taylor Made Bookkeeping understand your current situation so we can determine the best next steps for you.

Please do not submit Social Security numbers, banking information, passwords, or other sensitive financial information through this form.

Best way to contact you.

Phone

Tell Us About Your Tax Situation

What type of tax assistance are you looking for?

What tax year(s) do you need assistance with?

Current tax year

Previous tax year

Multiple prior years

I'm not sure

Business Tax Services

Are you interested in having your business taxes prepared?

Yes

Bookkeeping Readiness

How would you describe the current state of your bookkeeping?

What bookkeeping/accounting system do you currently use?

Are your business bank and credit card accounts reconciled?

Yes

Some are

I'm not sure what that means

Are your business and personal expenses kept separate?

Yes

Tax Document Readiness

Do you currently have your tax documents ready?

Which documents do you expect to have?

Please tell us about your situation and what you need help with this tax season

What is your biggest concern going into tax season?

Is there anything else you'd like us to know before we contact you?

I understand that submitting this form does not establish a client relationship or guarantee tax preparation services. I understand that Taylor Made Bookkeeping will review my information and contact me regarding next steps.