DOING YOUR OWN TAXES CAN FEEL LIKE DOING A PUZZLE.
The good news is - we are great at puzzles!
Preparing your own income tax return can be a task that leaves you with more questions than answers. Like it or not, today’s tax laws are so complicated that filing a relatively simple tax return can be confusing.
HERE IS WHAT WE KNOW:
It is just too easy to overlook deductions and credits to which you are entitled, and oftentimes little mistakes can turn into big IRS nightmares. It’s best to leave tax preparation up to the experts. Regardless whether you are a single-parent, a family, a business owner or worked as a 1099 employee this year we can help.
BUSINESS NUMBER:
(646) 730-4211
QUICK LINKS & REFERENCE GUIDE
Some of these links are contained in your automations and other places, however this page will house all of your links in one place.
General Calendars
JM Personal Calendar - share this with anybody who requests a call directly with you.
Group Q&A Call - send this directly to people who want to sign up for your weekly Q&A Call.
Channel Partner Q&A Call - use this if a potential channel partner wants to do a Q&A call AFTER signing agreements and reviewing all information.
's Links
USE FOR YOUR FIRST CLIENT CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send, if you discover any documents / information while preparing their return.
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2021 Client Intake
2020 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send, if you discover any documents / information while preparing their return.
Intake Forms - DO NOT SHARE. These your personal client intake forms. These forms are connected to automations for your account.
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents Form
Send, if you discover any documents / information while preparing their return.
ONLY SEND IF/WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send this form if you discover that a client is missing documents, while actually processing the return
ONLY SEND IF/WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
SEND IF A CLIENT HAS A BUSINESS
General Forms
Manual Contact Addition - use this form to manually add "loose" contacts from email, linq, email phone etc.
's Links
USE FOR YOUR FIRST CLIENT CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send, if you discover any documents / information while preparing their return.
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2021 Client Intake
2020 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send, if you discover any documents / information while preparing their return.
Intake Forms - DO NOT SHARE. These your personal client intake forms. These forms are connected to automations for your account.
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents Form
Send, if you discover any documents / information while preparing their return.
ONLY SEND IF/WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send this form if you discover that a client is missing documents, while actually processing the return
ONLY SEND IF/WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
SEND IF A CLIENT HAS A BUSINESS
West Africa Campaign
This section contains all assets and information regarding the campaign
Landing Pages
WA Landing Page - can be shared as needed
Creatives & Copy
Q&A Call Deck
FB Ads - ads that are currently running
Organic Social Creative - use this to post in FB & Insta - pair this the copy below
Organic Social Copy - copy & paste or use as AI prompts to
8x11 Trip Overview - it's included in the funnel, however it can be shared individually with interested parties
Calendars
JM Personal Calendar - share this with anybody who requests a call directly with you.
Group Q&A Call - send this directly to people who want to sign up for your weekly Q&A Call.
Forms
Group Travel Profile - this is sent once a lead pays a deposit. It's a part of the onboarding sequence
Trip Liability Waiver & Consent - this form is in the funnel however you can use it
Sequences
General Email Sequence - a West Africa 2026 general campaign that any contact can be added too.
Optin (Power 10 Sequence) - landing page * FB lead Form optins are automatically added to this campaign
Email Capture SMS Sequence - this sequence is for contacts that only have phone numbers. Add a contact to this sequence by either;
a. Tagging a contact "email-capture"
b. from the contact page
's Links
USE FOR YOUR FIRST CLIENT CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send, if you discover any documents / information while preparing their return.
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2021 Client Intake
2020 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send, if you discover any documents / information while preparing their return.
Intake Forms - DO NOT SHARE. These your personal client intake forms. These forms are connected to automations for your account.
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents Form
Send, if you discover any documents / information while preparing their return.
ONLY SEND IF/WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send this form if you discover that a client is missing documents, while actually processing the return
ONLY SEND IF/WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
SEND IF A CLIENT HAS A BUSINESS
Phillipines Campaign
's Links
USE FOR YOUR FIRST CLIENT CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send, if you discover any documents / information while preparing their return.
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2021 Client Intake
2020 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send, if you discover any documents / information while preparing their return.
Intake Forms - DO NOT SHARE. These your personal client intake forms. These forms are connected to automations for your account.
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents Form
Send, if you discover any documents / information while preparing their return.
ONLY SEND IF/WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send this form if you discover that a client is missing documents, while actually processing the return
ONLY SEND IF/WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
SEND IF A CLIENT HAS A BUSINESS
