top of page
CLIENT INTAKE FORM
With the information you give us, we'll make a client file and start working on your tax returns. Please be aware that we might need to get in touch with you to ask for more details or supporting paperwork. If you have concerns or need to change your form,
 elonmiree@gmail.com  or call (334) 492-2486.
GENERAL INFORMATION
Do any of the following apply? Required

QUESTIONNAIRE
Please answer the following questions regarding your specific tax situation

TYPE OF INCOME Required
Did you receive a tax refund last year? Required

INCOME

Please select each type of income you received for the 2022 year Required

DEDUCTIONS/ CREDITS

Which of the following applies to you? Required

REFUND SELECTION

Tax Preperation Check List Required
UPLOAD DOCUMENTS HERE
Upload supported file (Max 15MB)

© 2023 by Alpha & Omega Tax Center created by Results Media Consulting, LLC

bottom of page