New Client Intake Form

First Name *

Last Name *

Phone *

Email *

What state did you reside in for 2025? List all *

What is your filing status? *

Were you referred by anyone? List name below

Are you self employeed? (Small business, lyft, uber, doordash etc) *

Yes

Did you file last years tax return? *

Yes

Are you claiming any dependents? *

Yes

I understand this does not replace my official tax organizer and no return will be prepared until payment is received.

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Disclaimer: The information provided by Emerging You LLC is for business purposes only. All verified data is sourced ethically and in compliance with data protection regulations.