Retirees 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.

First name

Last name

Email

Phone

City

State

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.

Proactive tax planning and guidance

Accurate dependable tax preparation

Help understanding complex tax decisions

Year-round access when tax questions arise

A long-term professional relationship

Coordination between tax preparation and tax planning

Frequent in-person meetings

Primarily the lowest-cost tax preparation option

Other

5. Is there anything else we should know before reviewing your consultation request?

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

6. Where are you in your retirement journey?

7. Which sources of retirement income apply to you? Select all that apply.

8. Which tax-planning topics are most important to you? Select all that apply.

9. Do you anticipate any significant financial decisions within the next several years? Select all that apply.