Secure Client Intake

Start Your Tax Filing

Ready to file? Complete the secure tax intake process below so our team can begin reviewing your information.

1Step 1

Complete Your Tax Intake

Provide the requested taxpayer and filing information in the form below.

2Step 2

Complete Required Agreements

Review and complete any required service agreements or authorizations sent to you.

3Step 3

Submit Your Tax Documents

Once your intake and agreements are completed, you will receive instructions for securely uploading your documents.

[INSERT GHL TAX FILING / INTAKE FORM HERE]

This area is designated for your GoHighLevel Tax Intake / Filing Form embed. When embedded, taxpayers will complete their full intake here.

256-Bit Bank-Grade Encryption & Secure Form Workflow

Please make sure the information you provide is accurate and complete. If additional information or documents are required, a member of our team will contact you.

Already completed your intake?Upload Documents