top of page
Florence-Tax-White-Logo small
Florence-Tax-White-Logo small
Secured Client Portal

Ph:  +1 (928) 379-4994

+1 (928) 379-4994

Red rock formations under a blue sky.

Individuals & Families Consultation Request

Tell Us a Little About What You Need

Every tax situation is different. Tell us a little about yourself, what you’re looking for, and the tax questions, concerns, or decisions you’re facing.

For your security, please do not include Social Security numbers, account numbers, tax documents, or other sensitive personal or financial information in this form.

We’ll review your information to better understand your needs and determine whether Florence Tax’s services and our virtual-first approach are a good fit for you.

1. What type of help are you looking for? Select all that apply.
2. How do you prefer to work with your tax professional?
Primarily Virtually
A combination of virtual and occasional in-person meetings
Primarily in-person
3. Florence Tax uses a primarily digital service model. Are you comfortable working this way? Our clients typically meet with us virtually, upload documents through a secure client portal, communicate electronically, and use electronic signatures.
Yes—I prefer working digitally.
Yes—I'm comfortable working primarily digitally.
Yes—although I may occasionally need assistance.
No—I prefer primarily in-person meetings and paper documents.

Florence tax may not be the right fit for everyone. Our practice is designed around a primarily digital service experience. While in-person appointments may be available when appropriate, clients are generally expected to use our secure client portal, electronic document delivery, and virtual meetings. If you require primarily in-person service or paper-based document management, our service model may not be the best fit for your needs.

4. What are you looking for in a tax professional? Select up to three.

Briefly tell us about your situation questions, concerns, or upcoming decisions you'd like to discuss.

6. Which situations currently apply to you or your household? Select all that apply.
7. What would you most like help accomplishing?
Better understand my tax situation
Identify potential tax-planning opportunities
Prepare for a major financial or life event
Avoid unexpected tax bills
Coordinate tax decisions throughout the year
Primarily have my tax return prepared
Other
8. Have you worked with a tax professional previously?
Yes — currently working with one
Yes — but I'm looking for someone new
No — I've generally prepared my own returns
No — this would be my first professional tax relationship
bottom of page