Instructions
Thank you for considering Accutax! However, as of March 2, 2026 we are no longer taking new clients for the 2026 tax season (preparing 2025 tax returns), no matter what kind of engagement. We appreciate your interest, and plan to accept new clients for the 2027 tax season (preparing 2026 tax returns) starting in September of 2026.
Fill out the following form to the best of your knowledge, and we'll review your answers, confirm we're able to prepare your return, and send you a quote for services along with a detailed list of documents we think we'll require within two business days. One of those will be our Supplemental Client Information Form, which is where you'll provide sensitive information. You'll send that back to us via a secure method like Dropbox, NOT via email.
Don't hesitate to email us at richard@accutaxreturns.com if you have any questions about the form.
If you encounter an error upon submission, please review all form fields for accuracy. Upon resubmission, if one field still has problems, all fields that had problems upon first submission will continue to report as having errors, even if they have been corrected.