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New Client Tax Preparation Intake Form

Welcome to Ms. Tammie M. LLC - Where Excellence Meets Elegance in Tax Preparation


Thank you for choosing Ms. Tammie M. LLC to handle your tax preparation needs. Our mission is to provide you with personalized, seamless, and sophisticated service, ensuring your financial success and peace of mind. We pride ourselves on delivering exceptional care and attention to every detail.


To begin, kindly complete the below form with your information. This helps us better serve you and tailor our expertise to meet your unique needs. Welcome to an elevated tax experience. We look forward to working with you!


Warm regards,


Tammie M.

Are your prior year tax returns complete?
Yes
No
Are you married?
Yes
No
Do you have dependents you will be claiming on your return?
Yes
No
Are you filing for a business?
Yes
No
Unsure
Did you participate in the any Real Estate ventures? i.e. rental properties, airbnb etc.
Yes
No
Did you participate in any digital currency exchanges? i.e. crypto
Yes
No

At Ms. Tammie M. LLC, our preparation fees for personal tax returns range from $300 to $550 and business returns start at $600, reflecting the meticulous care and expertise we bring to each client. Please note that we do not offer banking products for payment via refund. All preparation fees are due in full at the time of your intake call.


We are committed to providing our clients with transparent, upfront pricing solutions, ensuring a seamless experience. Your trust is our priority, and we strive to deliver exceptional service with clarity and professionalism.

Intake fee
Intake fee
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