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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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* Indicates required question
Email
*
Your email
First Name
*
Your answer
Last Name
*
Your answer
Phone Number
*
Your answer
Is this your first time working with Badu Tax Services?
Yes
No
Clear selection
How did you find us? If applicable, please provide the name of the person who referred you.
Your answer
What can we help you with? (Select all that apply)
*
Individual Tax Preparation
Business/Corporate Tax Preparation
Tax Planning
Trust/Estate Tax Preparation
Tax Representation
Financial Coaching
Bookkeeping
Business Entity Formation
Small Business Funding
Required
If you selected Tax Preparation, what tax year(s) do you need to file?
2017
2018
2019
2020
2021
2022
2023
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.)?
Your answer
Within those tax years, have you sold any of the following?
Stocks
Cryptocurrency/NFTs/Stablecoins
Home/Private Property
N/A
Marital Status
*
Single or Head of Household
Married Filing Jointly
Married Filing Separately
Qualified Widow(er)
Do you have any children or dependents? If so how many?
Your answer
Do you have any rental properties? If so how many?
*
None
1
2
3
4 or more
Do you own/run a business?
*
Yes
No
How many businesses do you own if you are a business owner?
*
None
1
2
3
4 or more
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