SWAG Financial Intake

Tell us a little more about your financial needs so we can understand your situation and determine the right next step.

This intake helps us assess whether you need tax preparation, bookkeeping, cleanup, financial advisory, or a combination of services.

Please answer based on your current situation. You’ll only need to complete questions that apply to you.

This should only take a few minutes.

Your Name *

Your Email *

Briefly Describe Main Concern: *

Phone Number *

Tax Service Needed *

Has A Business *

Yes

No

Years In Business

X Studio Annual Revenue

PNL Ready

Yes

No

I Need Help

Accounting System

Yes

No

Payroll

Yes Has Payroll With Provider

Yes Has Payroll With No Provider

No

Do you need ongoing bookkeeping support?

Yes

No

Unfiled Prior Year Returns *

None

1 Prior Year

More Than 1 Prior Year

Have you received any IRS letters or notices? *

Yes

No

Briefly tell us what the notice relates to, including the tax year if known.

Do You Have All Of This Years Tax Forms Ready To Submit : *

Yes

No

Submit