VMI Tax Services Quick Intake

This form is an initial request for tax assistance only. Submitting this form does not create an engagement, begin tax preparation, or initiate any filing on your behalf.

Full name

Phone number

Email address

Preferred contact method

Call

Text

Email

Are you a new or returning VMI client?

New client

Returning client

Tax year(s) needing service

Which tax service do you need?

Personal taxes

Business taxes

Both Personal & Business

Have you received all expected tax documents?

Yes

No

Not sure

Additional notes

I consent to VMI Services contacting me regarding tax services based on the information provided in this form.

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