To move forward, just complete the form below and someone from our team will contact you:
Personal Client Intake Form 2024
PERSONAL INFORMATION
DEPENDENT(S) INFORMATION
FILING STATUS INFORMATION
Note: Loans are available within 1 hour
BANK INFORMATION & FILE UPLOADS
Yolanda Mathis will prepare your 2024 individual tax return from the information you furnished to us. You, the taxpayer, are ultimately responsible for the preparation and filing of your tax return. I, the Taxpayer named above, have provided to Yolanda Mathis the attached tax information and to the best of my knowledge this information is true, correct, and complete. This is not a quote, you are granting myself Yolanda Mathis permission to submit your tax return to the IRS on your behalf. Thank you for trusting us!