Smith & Johnson CPA
Client Intake Form
Secure & Confidential
Welcome! Let's Get Started
This form helps us prepare your engagement letter and understand your financial situation. Please complete it as accurately as possible.
5 Minutes
Quick and easy to complete
Have Ready
W-2s, EIN, prior tax returns
Secure
Encrypted and confidential
What to Expect:
- Basic contact and business information
- Service selection and needs assessment
- Document upload for tax and financial records
- Digital signature for engagement letter
Your data is encrypted and never shared
Need help? Contact us at 958-549-3131 or help@smithcpa.com
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