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TAX CLIENT INTAKE

TAX CLIENT INTAKE

 

Let's Get Started

 

Complete the short intake below so ScoreLift Consulting LLC can better understand the tax service you're interested in and your current needs. You'll receive additional instructions after submitting your information.

Which tax service are you interested in?
Tax Strategy Session — $149
Tax Advisory — Starting at $299/month
Individual Tax Preparation — Starting at $249
Self-Employed Tax Preparation — Starting at $499
Business Tax Preparation — Starting at $749
I'm Not Sure — Help Me Choose
What type of tax help are you looking for?
I need a tax return prepared
I have tax questions and need professional guidance
I want proactive tax planning
I need ongoing tax advisory support
I'm not sure
Which best describes you?
Individual/W-2 taxpayer
Self-employed / independent contractor / gig worker
Sole proprietor
LLC owner
S corporation owner
Partnership owner
Corporation owner
Other / Not sure
What would you like help with?
Have you filed all required prior-year tax returns?
Yes
No
I'm not sure
This is my first filing requirement
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