New clients

Let’s learn about your tax needs.

Complete this short screening before scheduling your consultation. Do not enter Social Security numbers, bank details, tax ID numbers, or upload tax documents here.

Basic screening

New-client intake

Fields marked * are required. This form stays on your device and helps you prepare for your consultation.

Full name *Email address *Phone number *Preferred contact method *Return type *Tax year needed *How would you like to meet? *How did you hear about C&D?

Which income types apply? Check all that apply.

What would you like help with?

Protect your information

Do not include Social Security numbers, birth dates, bank information, account numbers, PINs, or copies of tax documents in this form.