Simplify Your Taxes with TBC Taxes

Get Started Today with Our Easy-to-Use New Client Intake Form.

We understand that tax season can be stressful. That's why we've created a simple and streamlined process to get you started. By completing our New Client Intake Form, you'll provide us with the information we need to understand your unique tax situation and ensure a smooth and efficient tax preparation experience.

Start Your Intake Form Now!

Welcome to TBC Taxes!

Our "New Client Intake Form" is the first step in our commitment to providing you with exceptional tax preparation services. By completing this form, you'll help us gather the information we need to understand your unique tax situation.

This information will enable us to:

  • Accurately prepare your tax return.
  • Identify potential tax savings opportunities.
  • Provide personalized advice and guidance.

We look forward to serving you!

 

TBC Taxes 2023 transparent
Brittany Strickland

Owner / Managing Partner

 

New Client Intake Form

Email
First Name
Last Name
Phone
Street Address
City
State
Postal Code
Taxpayer Date of Birth
Taxpayer Tax ID
Spouse Information
Spouse Full Name
Spouse Date of Birth
Spouse Tax ID
IRS Information

Check each that applies.

 
 
Referral Information

If you were referred by someone to BOSS Taxes, please enter their full name below.

Referral Information