Intake Form 

Please take a moment and fill out the following form. Be on the lookout in your email for an invitation to our secured portal (Verifyle) to upload your tax documents. Please do not email your documents because email is not secure.

Type Your Signature to Confirm
While some clients choose to have their tax preparation fees deducted from their income tax refund, this is not always possible. Should your tax refund be offset by the IRS due to owing back taxes, child support, student loans, etc., payment must be made to Next Step Financial Partners within 30 days of filing. Should a payment agreement not be put into place in a timely manner we may pursue our fees in small claims court.