Intake Form

The attached Intake Form is a critical and required part of the TAP process. It contains biographical and immigration information necessary for the completion of your tax returns. In order to complete the form, you will need many of the items listed on the “what to bring” link.

  • At least 48 hours in advance of your appointment, please download, complete, and return to us via email ( your completed Intake Form. Please bring a printed copy of the Intake Form with you to your appointment.
  • Please let us know in a timely manner if you have any questions about the information requested on the Intake Form. If we are unable to answer your question prior to your appointment, do the best you can to complete your form and come to your appointment anyway.


  • Please email your completed Intake Form to
  • Also, please save a copy of the completed Intake Form for your own records.