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New Client Intake Form

Welcome to Twenty20 Tax and Consulting! Below is our new client intake form for individual clients. If you have a business, visit www.twenty20cpa.com/newbiz to complete a new client intake form for businesses.

New Client Intake Form - Individual

TAXPAYER

Please refer to your prior year tax return before completing this form. The "Taxpayer" should be the person listed as taxpayer on your tax return.

* Indicates required field

Taxpayer Full Legal Name *

First

Last

Including middle initial

Preferred Name *

Date of Birth *

Email *

Primary Phone *

Is primary number: *

Mobile Home Work

Alternate Phone *

Is alternate number: *

Mobile Home Work

Do you give permission for us to text you questions or reminders about your tax services if we are unable to reach you by email or phone?

Opt-in to SMS messaging (texting) *

Yes No

SPOUSE

Spouse Full Legal Name *

First

Last

Including middle initial

Preferred Name *

Date of Birth *

Email *

Primary Phone *

Is primary number: *

Mobile Home Work

Alternate Phone *

Is alternate number: *

Mobile Home Work

Do you give permission for us to text you questions or reminders about your tax services if we are unable to reach you by email or phone?

Opt-in to SMS messaging (texting) *

Yes No

DEPENDENTS

Dependent 1 Name *

First

Last

Date of Birth *

Dependent 2 Name *

First

Last

Date of Birth *

Dependent 3 Name *

First

Last

DEPENDENT 4 NAME *

Date of Birth *

ADDITIONAL INFORMATION

Who is the primary contact for questions? *

Taxpayer Spouse

Address *

Line 1

Line 2

City

State

Zip Code

Country

Financial Advisor *

Attorney *

Referred by *

Anything else we should know? *

Submit

503-821-2868
fax: 503-821-2879

Twenty20 Tax and Consulting
5 Centerpointe Drive, Suite 570
Lake Oswego, OR 97035

Twenty20 Tax and Consulting provides tax and business consulting services to individual and business clients
in the Portland Metro and throughout Oregon, as well as Southwest Washington.

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