Tax Intake Questionnaire: A Convenient Tool to Organize Your Tax Information

A Tax Intake Questionnaire is an essential tool that simplifies the process of gathering and organizing your tax-related documents. Whether you’re a new client or returning for annual services, this form allows us to efficiently collect the information necessary to assist you with your tax preparation and planning needs. By completing the questionnaire, you’ll ensure that we have everything we need to deliver accurate, timely, and comprehensive service.

How It Works:

The Tax Intake Questionnaire is designed with ease of use in mind. Simply fill it out to gather important tax details, such as income, deductions, credits, and other financial data relevant to your situation. After completion, you have several options for submitting the form securely:

• Print & Mail: Once you’ve filled out the questionnaire, print it and mail it to us at your convenience.
• Drop-off: Prefer to handle it in person? Feel free to schedule an appointment to drop off your completed form at our office during business hours.
  Call 419-794-3031 to schedule an appointment. Or Click Here to schedule an appointment online.
• Client Portal Upload: If you prefer the convenience of digital submission, request a client portal link. You can securely upload the form directly from your home via our private portal. We’ll send you instructions on how to use the portal and ensure a smooth, safe process.

Important Note: For your security and privacy, do not email completed forms. This method is not secure and expose your sensitive data to potential risks. We provide the Client Portal as a safe, encrypted solution for submitting documents. If you need assistance navigating the portal, our team is available to guide you through the process.

Why Providing Prior Tax Returns Is Needed:

In addition to the Tax Intake Questionnaire, if you are new to Retirement Tax Partners, please provide your last two years of Federal tax returns. This helps us to better understand your tax history, identify any carryovers or unclaimed credits, and ensure accuracy in your current filing. Having this prior-year information allows us to spot potential savings opportunities, minimize errors, and seamlessly transition from one year to the next.

Security and Privacy Are Our Priority

Your privacy is of the utmost importance to us. All forms submitted through our Client Portal are encrypted, ensuring your sensitive data is protected. We encourage clients to utilize this secure online system for their peace of mind. Should you need any assistance in uploading your documents or navigating the portal, please don’t hesitate to contact us. Our team is ready to provide support and ensure a smooth, secure process every step of the way.