Dots CPA
New client intake

Start your client intake the right way.

Choose the intake that fits your situation, then complete the form online. This page is designed so individual and business clients can follow a clear path without downloading a PDF or guessing which details are needed.

Clear pathClients choose Individual or Business first, then see only the right form.
Mobile friendlyThe form layout is optimized for phones, tablets, and desktop browsers.
Structured intakeQuestions are grouped by topic, which makes the process easier to complete accurately.
Ready to wire upIndividual and Business forms can be routed to separate submission destinations.

Choose your intake type

Select one option below. The matching form will open immediately on this page.

Two separate forms

Individual client intake

This form is intended for individuals seeking personal tax, representation, or related individual services.

Route separately
Client details
Spouse details
Optional section. Complete only if a spouse should be included for services or filing purposes.
Dependents

Dependent 1

Optional
Mailing address
Communication preferences
Primary contact for services
Preferred method of communication
Services requested
Referral information
Engagement notice
A formal engagement letter will be provided after review of the submitted information and confirmation that the client would like to proceed with services.

Production setup: route this form to the individual intake destination, such as an individual-specific email workflow, automation tool, or secure back-end endpoint.

Business client intake

This form is intended for entity filings, business tax services, franchise tax, and related business advisory or compliance work.

Route separately
Business details
Tax account information
Primary contacts

Business owner

Primary

Other point of contact

Optional
Communication preferences
Primary contact for services
Preferred communication method
Business entity
Services requested
Referral information
Engagement notice
A formal engagement letter will be provided after review of the submitted business information and confirmation that the client would like to proceed with services.

Production setup: route this form to the business intake destination, such as a business-specific email workflow, automation tool, or secure back-end endpoint.