New Tax Client Intake Form

  • Home
  • Profile
  • Services
  • FAQs
  • Informative Tax Forms & Information
  • that TAX PLACE Required Forms
  • Resources
    • Financial Calculators
    • Record Retention Guide
    • IRS Publications
    • IRS Forms
    • Tax Appointment Checklist
    • Tax Rates
    • Tax Due Dates
    • Taxpayer Rights
    • Tax Glossary
    • Subscribe to Tax Calendar
    • IRS Withholding Calculator
    • Where is My Refund?
  • Client Portal
  • Newsletter
    • Latest Edition
    • Newsletter Archives
    • Subscribe
  • Contact
    • Contact
    • Request Appointment
    • Share Testimonial
  • Blog
 Menu
Trusted expertise, when you need it
Phone: 704-524-6560
Located in Dallas, NC, Virtual Tax Office, Drop Off Service, and In-person appointments available also.
that TAX PLACE Logo
  • Home
  • Profile
  • Services
  • FAQs
  • Informative Tax Forms & Information
  • that TAX PLACE Required Forms
  • Resources
    • Financial Calculators
    • Record Retention Guide
    • IRS Publications
    • IRS Forms
    • Tax Appointment Checklist
    • Tax Rates
    • Tax Due Dates
    • Taxpayer Rights
    • Tax Glossary
    • Subscribe to Tax Calendar
    • IRS Withholding Calculator
    • Where is My Refund?
  • Client Portal
  • Newsletter
    • Latest Edition
    • Newsletter Archives
    • Subscribe
  • Contact
    • Contact
    • Request Appointment
    • Share Testimonial
  • Blog

Copyright © 2025 that TAX PLACE and/or its licensors – Accessibility / Privacy Policy – Terms of Use
Tax Professional Website Design by GetNetSet.comDo Not Access