Instructions
Thank you for considering Accutax! As of January 1, 2026 we taking new clients for preparation of 2025 tax returns, as well as prior-year returns if needed.
Fill out the following form to the best of your knowledge, and we'll review your answers, confirm we're able to prepare your return, and send you a quote for services along with a detailed list of documents we think we'll require within two business days. One of those will be our Supplemental Client Information Form, which is where you'll provide sensitive information. You'll send that back to us via a secure method like Dropbox, NOT via email.
Don't hesitate to email us at richard@accutaxreturns.com if you have any questions about the form.
If you encounter an error upon submission, please review all form fields for accuracy. Upon resubmission, if one field still has problems, all fields that had problems upon first submission will continue to report as having errors, even if they have been corrected.