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Have an account?

Client Intake Form

*This form will be used to collect data required to file your taxes. Please be sure that you have access to all of your filing documents.

Multi-line address
What is your filing status?
Married, filing jointly
Married, filing single
Head of household
Single
How did you hear about us?
Enter your date of birth
Month
Day
Year
Do you own a business (C-Corp, S-Corp, LLC, and/or LLP)?
Yes
No
If you own a business, what type do you own?
Are your business filings up to date?
Yes
No
N/A
Did you receive a tax refund last year?
Yes
No
Do you have claimable dependents?
Yes
No
Did you receive a 1095-A Medical Statement?
Yes
No

Privacy and Confidentiality Statement

Your information is protected by our privacy policy and will be used solely for the purpose of tax preparation and planning.

Verification of Information By signing below, I represent that the information provided herein is accurate and pertains to my personal identity and financial records. I understand that a team member from Savaant Wealth Management will prepare my tax returns based solely on the information I provide. I further acknowledge my awareness that it is a federal crime under the Internal Revenue Code to willfully provide false information or documentation for use in a tax return.

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