Secure Tax Intake Available Online · Serving Individuals & Businesses (240) 555-0101 · info@firstledgertax.com
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Start Your Tax Preparation Intake

Use the secure intake form below to begin individual, business, prior-year, or notice-related tax service. Do not submit full SSNs, full EINs, bank details, passwords, or identity documents through this public form.

Individual tax intake

Individual Intake

For W-2, 1099, self-employed, rental, family, and prior-year individual cases.

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Business tax intake

Business Intake

For Schedule C, S-Corp, partnership, C-Corp, and business tax preparation.

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Prior-Year / Notice Intake

For IRS notices, state notices, late returns, and record cleanup issues.

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Tell us what kind of tax help you need.

This website intake replaces the broken Google Form link for now. It routes your request through the site and can be connected to n8n when the production webhook is ready.

Do not enter full SSN, full EIN, bank account numbers, passwords, or upload identity documents here. Sensitive records should only be sent through a secure upload process when instructed.

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