Badu Tax Services Client Intake Questionnaire

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Personal Information

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.

Email *

What is your preferred method of communication?
*

Phone Call

Text

First Name *

Last Name *

Phone Number *

By checking this box, you give consent to Badu Tax Services, LLC to send you SMS about appointment reminders, account notifications and any relevant information. I acknowledge that my consent is not a condition of purchase. Msg & data rates may apply. Msg frequency varies. Reply HELP for assistance or STOP to opt out of receiving messages. Privacy Policy & Terms.

Yes, I agree

Required

Is this your first time working with Badu Tax Services?

Yes

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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 - Preparing your 1040 for filing from IRS documents provided

Business/Corporate Tax Preparation - Preparing your business taxes

Tax Planning - An in-depth look at your tax strategy through detailed answers

Trust/Estate Tax Preparation

Tax Representation

Financial Coaching

Bookkeeping

Business Entity Formation

Small Business Funding

Required

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