New Client – Individual Tax Questionnaire

Preparation is the foundation of a great tax strategy.

Welcome! I am looking forward to discussing your tax and financial goals. To ensure our introductory meeting is as high-value as possible, I require all prospective clients to complete the brief intake form below.

How it Works:

  1. Fill out the 10-minute questionnaire below. No document uploads or sensitive account numbers are required at this stage.
  2. Review: I’ll review your responses to identify key areas where I can add value.
  3. Connect: We’ll meet for 30 minutes to discuss your goals and determine the best path forward for your 2025 filing.
      Start New Client Intake Questionnaire

      Security & Confidentiality

      Your privacy is my top priority. All information submitted through this portal is encrypted and stored in a secure environment accessible only by Arrache Private Client. We never share your data with third parties.