Individual Tax Preparation Inquiry

Submitting this form does not create a client relationship, and Allison Accounting does not provide tax advice, recommendations, tax planning analysis, notice analysis, or representation until an engagement is accepted.

Contact Information

First Name *

Last Name *

Email *

Phone *

Best Way to Contact You *

Email

Phone

Text

Are you currently a client of Allison Accounting? *

Yes

No

I have worked with Allison Accounting before, but I am not currently active

I am not sure

Is there a deadline listed on the notice? *

Yes

No

I am not sure

Not applicable

If there is a deadline, what is the deadline? *

Timing and Turnaround

When do you need the return completed? *

Standard turnaround is fine

I may need expedited processing

I have a filing deadline coming up

I am not sure

Do you have a specific deadline we should know about? *

Do you understand that the standard individual tax return turnaround is generally approximately 3–4 weeks after the organizer, required documents, and required deposit are received? *

Yes

No

I have questions

Are you interested in Fast Pass / expedited processing if available? *

Yes

No

Maybe

I am not sure

Do you understand that expedited processing is only available for qualifying individual returns and requires the file to be complete? *

Yes

No

I have questions

Portal, Documents, and Payment

Are you comfortable using a secure client portal to upload documents, complete organizers, sign forms, and receive messages? *

Yes

No

I have questions

Do you understand that sensitive tax documents should be uploaded through the secure client portal rather than sent by text or regular email unless specifically instructed? *

Yes

No

I have questions

Do you understand that most individual tax preparation engagements require a deposit before preparation begins? *

Yes

No

I have questions

Do you understand that individual tax return deposits are generally $200? *

Yes

No

I have questions

Do you understand that the final tax preparation fee depends on the complexity of the return and may be higher than the starting price? *

Yes

No

I have questions

Brief Description

Please briefly describe what you need help with. *

Is there anything else you think our team should know before reviewing your inquiry? *

Process Acknowledgments

Please acknowledge the following:

I understand that submitting this inquiry does not create a client relationship.
I understand that Allison Accounting does not provide tax advice, recommendations, tax planning analysis, or representation until an engagement is accepted.
I understand that individual tax preparation generally starts around $400, and final pricing depends on complexity.
I understand that individual tax return deposits are generally $200.
I understand that the standard turnaround is generally approximately 3–4 weeks after my organizer, required documents, and required deposit are received.
I understand that missing information may delay my return or place it on hold.
I understand that expedited processing may not be available for every return.
I understand that tax preparation, tax planning, advisory work, notice help, and representation may be separate service paths with separate pricing.
I understand that most work is handled through a secure virtual process and client portal.

Acknowledgement *

By checking this box, you're stating you have read and acknowledged the items above.

Thank You!

Already working with us? Click Submit below to be directed to your Client Portal, where you can complete your information through your firm-provided Organizer.

Individual Tax Preparation Inquiry

Contact Information

Filing Information

Tax Situation

Prior-Year and Notice Questions

Tax Questions, Advice, or Planning

Timing and Turnaround

Portal, Documents, and Payment

Brief Description

Process Acknowledgments

Thank You!

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