This intake is for individuals, self-employed clients, and businesses seeking tax preparation. Your answers help Eight Leaf understand the likely filing scope before the initial conversation.
You do not need to know tax terminology. Choose the closest answer and we can clarify details during review.
Please complete the required fields before continuing.
Step 1 of 7
Who are we preparing for?
Start with the type of return and the contact information Eight Leaf will use for follow-up.
Which best describes this tax request? *
Secure information reminder: Do not enter Social Security numbers, EINs, dates of birth, bank information, tax account passwords, or upload tax documents through this form. If records are needed, Eight Leaf will provide separate secure-delivery instructions after reviewing the request.
Step 2 of 7
What filing work is needed?
Tell us the return period and whether this is a routine filing, prior-year matter, amendment, extension, or another tax issue.
What do you need help with? *
Step 3 of 7
Give us the basic tax profile.
These questions help identify filing complexity without collecting sensitive identity information.
Which changes occurred during the tax year?
Step 4 of 7
What types of income or activity are involved?
Select everything that applies. This helps us anticipate forms and records before the call.
Income and tax-document categories *
Step 5 of 7
Business details.
Business and self-employed clients can tell us how the activity is structured and whether the records are ready for tax preparation.
No business return? If this is an individual return with no self-employment or entity filing, there is nothing additional to complete on this step. Continue to the filing-concerns section.
Step 6 of 7
Anything we should know before the call?
These answers help identify deadlines, notices, missing returns, or records that may require special attention.
Step 7 of 7
Review and submit.
Confirm the basic information below, then submit the tax preparation request to Eight Leaf Financial Services.
Before you submit: Do not send Social Security numbers, EINs, dates of birth, tax account passwords, bank credentials, identification documents, W-2s, 1099s, prior tax returns, or other sensitive records through this page. If documents are needed, Eight Leaf will provide separate secure-delivery instructions.
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Request Received
Thank you. We received your tax preparation request.
Eight Leaf will review the information you provided before contacting you about the next step.
Reference number:
What happens next
1
We review the request.
Eight Leaf reviews the filing year, income sources, business activity, prior-return status, and any deadlines or notices you identified.
2
We contact you about the filing scope.
We use the contact information you provided to clarify questions and arrange the appropriate tax-preparation discussion.
3
Tax records are requested securely.
If Eight Leaf accepts the engagement, you will receive instructions for providing the tax forms and supporting records needed for preparation. Do not send sensitive documents in response to an unexpected email or text.
4
Preparation begins after the required records are available.
If bookkeeping, missing returns, or another issue needs to be resolved first, Eight Leaf will explain that before the return is prepared.
Protecting your information: Legitimate Eight Leaf follow-up will relate to the request you just submitted. Be cautious of unexpected messages asking you to change payment destinations, disclose passwords or banking credentials, or upload documents to an unfamiliar service. If anything seems unusual, verify the request independently through eight-leaf.com or info@eight-leaf.com.
