2025 Tax Client Intake Form

Thank you for choosing 6 Twenty-Three Financial for your tax preparation.
Please complete the information below to get started.

Once submitted, check your email for your secure client portal link. Inside, you'll complete your intake and see the next steps in the process.

Your information matters, and we take your privacy seriously — always submit your documents through the secure portal only.

First Name*

Last Name*

Email*

Are you interested in any of the following?

Tax Preparation Requested: (Choose all that apply)*

Personal Tax Preparation

Business Tax Prep

Tax Return Amendment

Injured Spouse Form

Do you have a spouse?*

How Many Dependents Will You Be Claiming?*

Please Note: After you submit this form, check your email for your secure client portal link. Log in and complete your intake form to keep your process on track.