intake form download
A tax intake questionnaire can facilitate the process of pulling together your tax information. This basic tax intake tool is designed for new clients and allows you to quickly gather the information you need for us to be able to help you. It is one of many tax resources that we offer to our clients in the Greater Bangor Area. You can then print the completed tax intake tool and mail it, drop it off at our offices or request a client portal link to be sent to you to upload from home… whichever way best serves you! Please NEVER fax or e-mail any completed forms over the phone lines or internet… It’s simply not safe! We can help you securely send data over the internet through our private Information Technology system with Client Portal Links if you so desire. We also often find it helpful if you provide us with your last two years tax returns that include all prior year information and any applicable carryover data.
You can download our personal or corportate intake form in Adobe Reader (PDF) format below. You can get Adobe Reader free from Adobe’s website.
Federal Tax Forms
Taxes Are Due In