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Client Forms
Start here.
Every form is secure and takes just a few minutes. Choose the one that fits what you need — and if you're not sure which, book a consultation and we'll point you to the right one.
For Clients
Tax, books, and business.
Tax Prep Client Intake
New and returning clients — start your personal or business return.
Schedule A & C Due Diligence Worksheet
Itemized deductions and business income & expenses — complete before your appointment.
Bookkeeping Client Intake
Tell us about your business and pick your bookkeeping package.
Register Your Business
LLC and business formation intake to get you set up properly.
SBA & Funding Intake
Start a lender-ready package for SBA or disaster relief loan assistance.
Request the Wealth Blueprint™
Apply for the ten-module tax planning and wealth-building program.
For Tax Professionals & Everyone Else
Partner and scheduling.
Tax Software & Bureau Fees
Enrollment for tax professionals joining the Idea Tax Pro network.
Schedule a Meeting
Pick a time that works — tax training and software interest welcome.
Send Us a Message
General questions, Lunch & Learn requests, and anything that doesn't have its own form.
Call the Office
901-606-2658 — Monday through Friday, 9:00 AM to 6:00 PM.
A note on documents. Please don't email Social Security numbers, ITINs, or photos of your ID. Bring them to your appointment or send them through the secure link we provide — the client portal is coming soon to make this simpler still.
Contact the Office