OPTIMUM ACCOUNTING

Intake FORM

2026 Tax Season

Why do I have to fill this out?

Help us comply with federal and state regulations by getting your most current information on file with us. This will streamline both new and seasoned tax clients for the 2026 Tax Year. We appreciate your assistance!

You are helping us build your tax profile with every entry and ensuring we both meet the expectations of current tax law. Thank you!

YOU’RE THE BEST!

THANK YOU!

You are appreciated!