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Thank you for taking the time to complete our intake package! For new clients, this information is critical to ensure an accurate filing of your tax returns. For existing clients, while we may have some of this information from past engagements, we kindly request that you provide it again to ensure that our records are 100% accurate and up to date.
IMPORTANT: Upon completion of all applicable parts of this form, you MUST click the “Submit” button at the bottom of the form. Closing your browser before clicking the “Submit” button will delete all information without sending the form. It should be noted that upon clicking the “Submit” button, you will receive a confirmation message, indicating that your information has been received.
Please also note that to comply with federal and state identity theft protection efforts, our firm will request a valid state issued photo identification card during your appointment.
Office: PO Box 18143 Denver, CO 80218 Phone: 720-724-7778 Fax: 763-316-3463 Email: GetStarted@PRSMBusiness.com
This questionnaire has been divided into sections and may take up to 30 minutes to complete. Please organize all of your tax documents for a successful remote appointment.
You must hit “Submit” and receive a confirmation message!
Thank you for completing this form! After we receive and review the information you have provided, we will send an email containing Client Agreement & Consent forms, as well as a list of documents you are required to provide.
When you receive the email containing Client Agreement & Consent forms, it is important that you sign and return these forms as quickly as possible so that PRSM can begin to work on your behalf. Submission of this Tax Client Form does not constitute a contractual agreement for services until the Client Agreement & Consent Forms are returned.
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