First Name

Last Name

Email *

Phone *

WhatsApp Number

Preferred Contact Method

Call

Where are you currently located?

United States

Outside the United States

Country *

City

State

Have you worked with Optimum Tax Pro before?

Yes — I am a current or past client

No — this is my first time

What service are you looking for?

Individual Tax Return (Form 1040, 1040NR)

Business Tax Return (Form 1120, 1120S, 1065 and 990)

ITIN Application Assistance (Form W9)

Not sure — I need guidance

Select all that apply

When would you like to move forward?

As soon as possible

Within the next 2–4 weeks

Before the tax deadline

Just exploring

Is there a specific deadline or concern you’re worried about?

Yes

I understand this form is for initial assessment only and does not constitute tax advice or initiate tax filing.

Client Intake and Assessment Form

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