Badu Tax Services Client Intake Questionnaire
Welcome to Badu Tax Services! Please complete this client intake questionnaire so that we can better understand your needs. We will reach back out to you via email/phone with the next steps once you complete this questionnaire.
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Is this your first time working with Badu Tax Services?
How did you find us? If applicable, please provide the name of the person who referred you.
What can we help you with? (Select all that apply)
Individual Tax Preparation
Business/Corporate Tax Preparation
Trust/Estate Tax Preparation
Business Entity Formation
Small Business Funding
If you selected Tax Preparation, what tax year(s) do you need to file?
If you selected Tax Preparation, what type of tax forms/documents do you have (i.e. W-2, 1099 as a contractor, 1099 for stocks, rental properties, etc.)?
Within those tax years, have you sold any of the following?
Single or Head of Household
Married Filing Jointly
Married Filing Separately
Do you have any children or dependents? If so how many?
Do you have any rental properties? If so how many?
4 or more
Do you own/run a business?
How many businesses do you own if you are a business owner?
4 or more
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This form was created inside of Badu Tax Services, LLC.