Thank you for your interest in working with Tax Wise Pros. We specialize in serving individuals age 50+, retirees, and professionals who value accuracy, clear communication, and a well-organized tax process. Many of our clients are navigating important financial transitions—approaching or entering retirement, managing multiple income sources, or handling finances independently. This intake questionnaire helps us understand your situation, confirm that our services align with your needs, and ensure we can provide the level of care and attention you deserve.

If we move forward together, you can expect:
• A calm, structured, and efficient tax preparation experience
• Clear communication and realistic timelines
• Careful attention to detail with an eye toward planning opportunities
• A professional relationship built on trust and respect

Please complete the questionnaire as accurately as possible. Submitting this form does not create a client relationship, but it allows us to review your information and follow up with next steps if we believe we’re a good fit. We appreciate your time and look forward to learning more about you.