Tax Consultation Request

Simple, W-2 only. Moderate, with investments and deductions. Complex, with business income spanning multiple states. That one dropdown, the Complexity field, does more qualifying work than most discovery calls, and it sits near the center of this Tax Consultation Request template.

Eight answers that qualify a tax client before anyone books a call

The form runs 8 fields across two content pages, with an ending page to close things out. Five of those fields are required: full name, email, Filing Status (Single, Married Filing Jointly, Married Filing Separately, or Head of Household), Service Needed, and the complexity rating. The Service Needed dropdown covers Tax Preparation, Tax Planning, Audit Support, Business Taxes, and Other, which means every submission arrives pre-sorted by engagement type.

The remaining three fields stay optional on purpose. A phone number, an estimated income figure, and a Questions/Concerns text box give clients room to add context without blocking a submission if they'd rather share numbers on the call. Most people finish in 5 to 7 minutes.

The preparers and firms this intake was built for

CPA firms use it as the first gate for new client requests during filing season, when the difference between a W-2-only return and a multi-state business return is the difference between a 30-minute call and a month-long engagement. Solo preparers and enrolled agents lean on the same triage: the complexity and service fields tell you which requests fit your practice before you reply.

It also works for bookkeeping firms adding tax preparation as a service. The estimated income field, optional as it is, helps with quoting, and the filing status dropdown surfaces household situations that change the deduction conversation.

Reshape the dropdowns, then put one link everywhere

Every field is editable in the Uplup builder. Add a dependents question, extend Service Needed with bookkeeping or payroll options, or swap the income field for a bracket-style select if exact numbers make prospects hesitate. Your logo and colors go on the form itself, and the recommended conversational mode presents one question at a time, which suits a topic as personal as taxes.

Sharing is a link, a QR code for printed mailers, an embed snippet for your site, or a WordPress shortcode through the Uplup plugin. Submissions land in your response dashboard with per-question breakdowns, export to CSV for your practice management system, or flow out through webhooks and Zapier. And since the template sits on the free plan, you can publish it without paying anything.