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2026 Tax Client Intake Form
Please upload tax documents and then schedule an appointment to talk about your needs.
Professional tax services for individuals and small businesses require clear communication, accurate preparation, and strategic planning. Below is a concise overview of the services a firm like T&T Tax Consultant, LLC provides, the benefits for clients, and guidance on when to engage a tax professional.
Services offered
Tax return preparation and filing: Individual (Form 1040 and schedules), small business (Schedule C, partnerships Form 1065, S corporations Form 1120-S), and fiduciary returns.
Tax planning and strategy: Year-round strategies to minimize tax liability, timing of income and deductions, entity selection analysis, retirement and compensation planning.
Compliance and controversy support: IRS and state notices, audits, collection matters, installment agreements, and offers in compromise.
Bookkeeping and payroll coordination: Setup and review of bookkeeping systems, payroll tax compliance, and quarterly estimated tax calculations.
Specialty services: Tax credits and incentives (R&D, work opportunity, small business credits), multi-state tax issues, and tax impact of major transactions (sale of business, real estate transactions).
Education and advisory: Quarterly check-ins, tax projection reports, and guidance on recordkeeping and documentation.
Client benefits
Accuracy and compliance: Reduced risk of errors and penalties through professional preparation and review.
Tax optimization: Identification of deductions, credits, and entity-structure choices that can lower net tax.
Time savings: Delegation of complex tax tasks so owners can focus on operations and growth.
Risk management: Professional representation before tax authorities and proactive strategies to avoid future issues.
Cash-flow planning: Better timing of payments and use of estimated taxes to manage business cash flow.
When to engage a tax professional
You start a business or change business structure.
You are considering selling or acquiring a business or major asset.
Your income becomes substantially higher or you receive complex income (investments, K-1s, ESOPs).
You receive an IRS or state tax notice or face an audit.
You are unsure about tax credits, multi-state filing obligations, or international tax exposure.
You want year-round tax planning rather than only annual filing.
What to prepare for the first meeting
Recent tax returns (prior 1–3 years).
Year-to-date income and expense records.
Bank statements, payroll records, and bookkeeping summaries.
Documents related to investments, property sales, and retirement accounts.
Notices from tax authorities and any prior audit correspondence.
Questions about goals, anticipated transactions, and timing preferences.
Engagement expectations and fees
Engagement typically begins with a discovery call and document request followed by a written engagement letter outlining scope, deliverables, timelines, and fees.
Fees vary by complexity: straightforward individual returns and simple business returns have lower fixed fees; tax planning, controversy, and complex returns are billed hourly or on a project basis.
Clear communication of milestones and approval points ensures predictable outcomes and timely filings.
Next steps
Assemble the documents listed above.
Schedule an initial consultation to review needs and establish an engagement.
Agree on scope and timeline via an engagement letter before work begins.
For professional, reliable tax support tailored to individuals and small businesses, a structured process combining compliance, planning, and responsive representation provides the best protection and potential tax savings.
Please upload tax documents and then schedule an appointment to talk about your needs.
Professional tax services for individuals and small businesses require clear communication, accurate preparation, and strategic planning. Below is a concise overview of the services a firm like T&T Tax Consultant, LLC provides, the benefits for clients, and guidance on when to engage a tax professional.
Services offered
Tax return preparation and filing: Individual (Form 1040 and schedules), small business (Schedule C, partnerships Form 1065, S corporations Form 1120-S), and fiduciary returns.
Tax planning and strategy: Year-round strategies to minimize tax liability, timing of income and deductions, entity selection analysis, retirement and compensation planning.
Compliance and controversy support: IRS and state notices, audits, collection matters, installment agreements, and offers in compromise.
Bookkeeping and payroll coordination: Setup and review of bookkeeping systems, payroll tax compliance, and quarterly estimated tax calculations.
Specialty services: Tax credits and incentives (R&D, work opportunity, small business credits), multi-state tax issues, and tax impact of major transactions (sale of business, real estate transactions).
Education and advisory: Quarterly check-ins, tax projection reports, and guidance on recordkeeping and documentation.
Client benefits
Accuracy and compliance: Reduced risk of errors and penalties through professional preparation and review.
Tax optimization: Identification of deductions, credits, and entity-structure choices that can lower net tax.
Time savings: Delegation of complex tax tasks so owners can focus on operations and growth.
Risk management: Professional representation before tax authorities and proactive strategies to avoid future issues.
Cash-flow planning: Better timing of payments and use of estimated taxes to manage business cash flow.
When to engage a tax professional
You start a business or change business structure.
You are considering selling or acquiring a business or major asset.
Your income becomes substantially higher or you receive complex income (investments, K-1s, ESOPs).
You receive an IRS or state tax notice or face an audit.
You are unsure about tax credits, multi-state filing obligations, or international tax exposure.
You want year-round tax planning rather than only annual filing.
What to prepare for the first meeting
Recent tax returns (prior 1–3 years).
Year-to-date income and expense records.
Bank statements, payroll records, and bookkeeping summaries.
Documents related to investments, property sales, and retirement accounts.
Notices from tax authorities and any prior audit correspondence.
Questions about goals, anticipated transactions, and timing preferences.
Engagement expectations and fees
Engagement typically begins with a discovery call and document request followed by a written engagement letter outlining scope, deliverables, timelines, and fees.
Fees vary by complexity: straightforward individual returns and simple business returns have lower fixed fees; tax planning, controversy, and complex returns are billed hourly or on a project basis.
Clear communication of milestones and approval points ensures predictable outcomes and timely filings.
Next steps
Assemble the documents listed above.
Schedule an initial consultation to review needs and establish an engagement.
Agree on scope and timeline via an engagement letter before work begins.
For professional, reliable tax support tailored to individuals and small businesses, a structured process combining compliance, planning, and responsive representation provides the best protection and potential tax savings.