Client Intake Portal

Please complete the relevant intake form below so we can begin securely processing your information.

Tax Preparation Intake

Full Name

Phone Number

Email Address

Filing Status

Full Address

Business Name (If Applicable)

EIN (If Applicable)

Income Sources (Select all that apply)

Secure Document Upload

Upload Driver's License / State ID

Upload Social Security Card

Upload Tax Documents (W2s, 1099s, etc.)

Security Disclaimer: Your information is securely transmitted and protected. We do not share your data with third parties except as required for tax preparation and filing.

I consent to providing my personal and financial documentation to Resurge Tax & Bookkeeping for the sole purpose of tax preparation and filing.

Bookkeeping Intake

Business Name

Industry

Estimated Annual Revenue Range

Current Bookkeeping Status

Number of Bank/Credit Accounts

Services Needed

Business Documentation

Upload Bank Statements & Business Docs

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