Private Client Intake
Reviewed by IRS Enrolled Agent + Paralegal
1. Who are you?
Full legal name *
Preferred name
Email *
Phone
Preferred language
English
Kreyol
Espanol
Multiple
State you live in
2. What service do you need?
Tax return preparation (or use dedicated
Tax Intake
)
ITIN application or renewal (W-7)
IRS notice, audit, or representation
Real estate (buy or sell in NJ)
Business formation or compliance
Tax Pro Master Course
Something else
3. A few details
Tell us your situation in your own words
4. How did you find us?
Friend or family
Search engine
X / @JohnClergeUS
Facebook
LinkedIn
YouTube
Other
I have read and agree to the
Privacy Policy
,
Terms of Service
, and
IRC §7216 Disclosure
. I consent to JRICKSS using my information solely to deliver the services I request and to communicate with me about that work.
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Private Client IntakeReviewed by IRS Enrolled Agent + ParalegalPrivate Client IntakeReviewed by IRS Enrolled Agent + Paralegal