A few simple screens.
No PII requests.
No credit cards or phone numbers collected.

Just basic information about yourself — shared upfront so we can get a fast, accurate start on your tax engagement.

What is Smart Intake?

What Happens When You Click “Smart Intake”

A quick look at the flow — exactly as you’ll experience it.

Name and email. That’s it.

Choose which tax return you’d like to start with — you can come back and do another one later.

Example Screen (mid-flow)

This is where everything comes together.
Based on your inputs, Smart Intake ties the details together into a clear, review-ready summary — so nothing important gets missed before a human steps in.

Why This Helps Us Both

Instead of a drawn-out introductory call, Smart Intake captures the context we need up front — so neither side spends time explaining things twice.

  • Does using Smart Intake mean I’m required to become a client?

    No. It simply helps us understand your situation before any official engagement begins — and if what you get out of it is simply clarity and context, that’s fine too.

  • How do you know the information is accurate?

    Because it’s built to reflect how an experienced, tax-focused CPA actually works — the questions mirror a real conversation, and responses are reviewed by a human before anything officially moves forward.

  • Is this a long questionnaire?

    Generally no. It adapts — straightforward situations stay short, while more complex ones get the clarity they need up front.

  • Will I need to provide documents right away?

    No. Smart Intake focuses on context first. We handle document requests later, with clear, targeted requests, and only when they’re actually relevant.

  • What if I'm planning to file on extension?

    That’s fine. Smart Intake still helps us understand your situation early, so we can plan correctly whether the work is completed now or later.

A colorful drawing of a person with black hair, wearing a green shirt, blue jeans, and yellow shoes, sitting on a skateboard and holding a skateboarding device.

Ready to take a look?

Trying Smart Intake doesn’t create a client relationship or any payment obligation.