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Our EDITABLE 2023 Tax Preparation Intake Form includes questions for:

  • Due diligence
  • Personal Information
  • Real Estate
  • Business (LLC)
  • Household Employees
  • Business Use of Home
  • Depreciation
  • Tax Update Questions to include new forms
  • and more!


This intake form will provide you with all needed information to have a quick and easy conversation with yoru clients to complete their tax return.

2023 Tax Prep Intake

  • Process

    Once you complete your purchase you will receive your order form which will include the link to access an Editable Canva Template so that you can customize it as you see fit. This document can be downloaded for print or to be turned into a PDF fillable document to make your tax preparation client onboarding process a breeze. 

  • Terms & Conditions

    Due to the nature of the content and the access being provided upon purchase there will be no refunds or exchanges offeref for this product. If you have any questions or concerns in regards to this product please email customer support ar Any messages received via Social Media regarding your purchase will not be responded to.