Step 1: Please complete this client intake form below. 

Step 2: We offer a 15 minute initial phone consultation for new clients to answer your questions about our services. This initial phone consultation is to get to know you and your tax needs. 

Step 3: Speak with us to see if we are a good fit for each other. 

 

New Business Client: The first step to working with the TaxUSign Team is to schedule a Virtual Bookkeeping & Tax Coaching session for $300 here. If this is above your budget, we recommend joining the TaxUSign Community or the Get Ready for Tax Season Boot Camp

*Please note we do not provide any specific tax advice during the phone consultation. 

CLIENT INTAKE FORM

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Thank you for completing the client intake form!
Waiting Room