Badu Tax Services Client Intake Questionnaire
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. 
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Email *
Name *
Phone Number *
Is this your first time working with Badu Tax Services?
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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) *
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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?
Marital Status *
Do you have any children or dependents? If so how many?
Do you have any rental properties? If so how many?
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Do you own/run a business? *
If so, how many businesses do you own?
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