What happens next

Once we receive your submission, we’ll review it for completeness and reach out during your preferred contact window. We’ll confirm whether an in-person or virtual appointment is best, and we’ll provide a secure method to share any sensitive documents (please do not include SSNs in this form).

Get Started — Tax Prep Intake

Complete the intake form below and we’ll follow up to confirm next steps. If you haven’t created the form yet, replace the shortcode with your WPForms form ID.

Taxpayer Name

Privacy & security: Please do not email Social Security numbers (SSNs). Your information is submitted securely via the form.

WPForms setting: In WPForms, set this form’s notification email to Brad@BristolBayTax.com.