FLINT CPA, P.C.
Life Events
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Received any large tax due correspondence from the IRS
Received any IRS examination notification for prior year
Bought or sold a home
Bought or sold mineral rights
Bought or sold rental property
Bought or sold a business
Had debt cancelled by a lender (Form 1099-A, 1099-C)
Inherit any assets in the previous year or current year
N/A
Which states did you live in?
Occupation
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Are you a US citizen or permanent resident?
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Yes
No
Name:
*
Other Information you may want to explain about your situation
Please identify the types of income you receive
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Wages (W-2)
Self-Employment Income (1099-NEC, 1099- MISC, 1099-K)
Income from the sale of Stocks, Bonds, or Real Estate (Form 1099B, Form 1099-S, Consolidated 1099s from Brokerage Firms)
Interest or Dividends (1099-INT, 1099-DIV)
Pensions, Annuities, or IRAs (Form 1099R)
Social Security Benefits (Form SSA-1099)
Income from Rental Property (Including Form 1099-K, Form 1099-MISC, AirBnb statements, Management Firm statements, or payments not reported on any IRS form)
Disability Income, such as from insurance or workers compensation plans (1099R, W-2)
Unemployment Compensation (1099-G)
Alimony Income or Separate Maintenance Payments
Income from a Partnership, S-Corporation, Estate, or Trust (Schedule K-1)
Income from the sale of digital assets
Income from royalties
Foreign Income
Income from gambling/lottery winnings, prizes/awards
Phone
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New Client Application
If married what is your spouse's name?
Spouse's Email Address
Do you have any dependents?
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No
1 dependent
2 dependents
3 dependents
4 dependents
More than 5
What is your current status?
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Married
Single
Divorced
Head of Household
Email
*
Thank you for contacting us! We will reach out to you within 48-72 hours.
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New Client Application
Client Portal
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Contact Us
Address
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Have you (or your spouse, if married) been a victim of tax related identity theft or been issued an Identity Protection PIN?
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Yes
No
Spouse's Occupation
Where you referred by a client? If so, who referred you?
What type of services are you interested in?
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Prior year tax return preparation
Current year tax return preparation
Future tax return preparation
Tax Planning
IRS Representation for collection of tax debt
Entity selection services
Estate tax preparation
Trust tax preparation
IRS examination correspondence
Did you live in any other state besides Texas in the previous year?
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Yes
No
What is your gross income (combined if married)
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$10,000 - $50,000
$51,001 - $100,000
$100,001 - $200,000
$200,001 - $350,000
$400,000 +
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