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Secured Client Portal

Individuals & Families

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 or decisions you're facing. We'll review your information to determine whether Florence Tax's services and digital-first approach appear to be a good fit for your needs.

1. What type of help are you looking for? Select all that apply.
2. What prompted you to reach out to Florence Tax? Select the option that best describes your situation.
I have an upcoming tax decision or change in circumstances.
I want to be more proactive about reducing future tax surprises.
My tax situation has become more complicated.
I'm looking for a new long-term tax professional.
I'm dissatisfied with my current tax service.
I received a tax notice or have an unresolved tax matter.
I primarily need someone to prepare my tax return.
Other
3. How would you describe your current tax situation?
Relatively Straightforward
Somewhat complex
Complex, with several sources of income, investments, businesses, or properties
I'm not sure
4. How do you prefer to work with your tax professional?
Primarily Virtually
A combination of virtual and occasional in-person meetings
Primarily in-person
5. 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.

6. 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.

8. Which situations currently apply to you or your household? Select all that apply.
9. 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
10. 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
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