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INDIVIDUAL
TAX
PREPARATION

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We make personal tax preparation simple and stress-free. To get started, you’ll need to complete three required documents and submit them for review.

How to Get Started

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Click on the Individual Intake Form and complete all three sections.

 

Once finished, return to this page and complete the Due Diligence Form and the Tax Information Authorization Form.

 

ALL required forms must be submitted before your return can be processed.

 

Once all of your documents are received, they will be reviewed and you will be contacted if any additional information is needed.

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PRIVACY STATEMENT

INDIVIDUAL TAX PREP INTAKE FORM

This form collects the personal and financial information needed to accurately prepare your individual tax return.

DUE DILIGENCE QUESTIONNAIRE

This form is required to confirm key details and ensure compliance with IRS due diligence requirements.

TAX INFORMATION AUTHORIZATION FORM

This form authorizes us to obtain and review tax information as needed to prepare your return.

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QUESTIONS?
CONTACT US.

An Angel's Touch Financial Services LLC provides reliable tax, bookkeeping, and payroll services for you and your business. If you have questions about our services, please fill out the form and we will respond promptly. We’re always here to help!

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