A reputable Michigan CPA firm serving clients nationwide and internationally since 1981.

Getting started

Client Intake Form

Tell us about your tax situation and the support you need. Complete the sections that apply; fields marked * are required.

Please do not include Social Security numbers, full bank account numbers, passwords or tax documents.

01Contact Information
02Services Requested - Check All That Apply
03Your Tax Overview - Check All That Apply
04Business, Rentals & Tax Overview (if applicable)

Complete one section for each business or rental entity. Use the button below to add another. All entries will be included in one questionnaire.

Business / Rental Entity 1

05Filing History & Basic Screening

Please select one answer for each question.

Are all required prior-year tax returns filed?
Do you have outstanding federal, state or foreign tax balances?
Have you received tax notices or been under audit?
Would you like help with estimated tax payments?
Do you own or have signature authority over foreign financial accounts?
Do you hold foreign investments, pensions, trusts or rental property?
Do you own a direct or indirect interest in a foreign business or entity?
06Timing & Additional Information

Your answers will be emailed to info@smarttaxcpa.com through FormSubmit. We will confirm scope, fees and timing before work begins.