Prospective Client Interview Form

Drop us a line!

Name*

Mobile Phone*

Best time to call - Right back, Noon, Evening, other?*

Email*

Do you own or partner in a company? If so, Entity Type [Sole Prop / LLC / S Corp / C Corp]*

Do you need tax returns prepared for previous years? If so, which years?*

Do you earn more than $500K per year or less?*

Which state do you live in?*

Attach most recent tax return

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We also schedule Zoom meetings!

TAX PATH ADVISORS, LLC

6215 Johns Creek Commons Ste 105 , Johns Creek, GA, USA

770-809-4855 support@taxpathadvisors.com

Hours

Mon	By Appointment
Tue	By Appointment
Wed	By Appointment
Thu	By Appointment
Fri	06:00 pm – 08:00 pm
Sat	10:00 am – 03:00 pm
Sun	12:00 pm – 04:00 pm

Tax Strategy Insights
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Client Secure Portal
Remote Tax Preparation

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