Why this Questionnaire blows generic intake forms out of the water:

You know the drill—missing details slow returns, invite audits, lose deductions. The Golden Intake Questionnaire solves that. It doesn’t just collect names and SSNs—it builds the foundation for accuracy, deductions, and rock-solid documentation.

What It Covers:

• ALL the right questions for every possible twist—real estate investments (Schedule E), small business income (Schedule C), rentals, homeowner issues, retirement, dependents.
• Dedicated sections to gather business expenses, depreciation, passive losses—everything needed for true return preparation.
• A preparer notes area: record your client’s story, document source documents, meet due-diligence standards.
• Flexible formats: fillable PDF, standard PDF, Word document—ready for you or your client to complete however you prefer.
• Bonus: full online version via 52Forms.com—fill, review, store, and share securely in the cloud.

Why Your Firm Needs It Immediately:

• Stop chasing clients for missing details. Get it right the first time.
• Maximize deductions and eliminate guesswork—and reduce your liability.
• Present yourself as methodical, professional, and thorough—which builds trust before the first dollar is billed.
• Margin gain: less back-and-forth, faster returns, happier clients… and more billable hours in your week.

How You’ll Use It:

1. Send the PDF or Word to your client before intake—or use the fillable version in your office.
2. Review client responses, prep the story (expenses, investments, business activity).
3. Use your online version via 52Forms.com to archive and access from anywhere.
4. The story, numbers, and notes line up for fast, accurate, audit-resistant returns.

Limited-Time Offer—Take Action Now:

• Order right away, get instant access to all three formats + online version.
• While stock lasts: buyers in the next 48 hours receive a free bonus cheat sheet—“Top 25 Overlooked Questions That Cost You Money”—to add to your intake process.

Don’t settle for sloppy intake. Don’t risk deductions. Don’t lose credibility.

Buy The Golden Intake Questionnaire now, streamline your process, reinforce your expertise, and start every return with confidence and completeness.

Your clients’ financial stories deserve precision. Your reputation demands it too. Act now.