Before you begin
This intake helps us understand your filing situation and provide a starting price estimate. Final pricing and acceptance are confirmed after detailed intake and document review.
What “conditional” means: the estimate is based on what you share here and usually stays close unless additional complexity is identified later (for example: additional states, transactions, forms, or cleanup).
Important: Please do not enter sensitive information (SSNs/ITINs/EINs, full tax documents, or account numbers) in this form.
Next step: If you’re comfortable with the starting price and choose to proceed, we’ll invite you to create a secure client portal account for the full questionnaire, document upload, and e-signatures.