Client Intake Forms

To help us serve you efficiently, please complete the applicable forms below before your appointment. Submitting forms in advance allows us to review your information and provide better guidance.

Client Intake Forms

New/Returning Client Intake Form

For new or returning clients requesting individual or business tax return preparation services.

Use this form to:

  • Provide basic personal or business tax information

  • Identify the tax return(s) you are requesting to be prepared

  • Upload tax documents (W-2s, 1099s, prior-year returns, etc.)

  • Authorize Vari Solutions Group to review, prepare, and file your tax return

  • Help determine eligibility, pricing, credits, deductions, and required documentation

🔒 All information submitted is confidential and securely protected.

Business Services Forms

Business Information Form

For clients requesting bookkeeping, payroll, and business tax services.

Use this form to:

  • Provide business and owner information

  • Select requested business services

  • Share accounting, payroll, and tax details

  • Upload supporting business documents

  • Authorize Vari Solutions Group to review and manage your business records

🔒 All information submitted is confidential and securely stored.

Immigration Intake Form

For clients requesting immigration document preparation assistance.

Use this form to:

  • Provide personal and contact information

  • Identify the immigration form(s) you need assistance with

  • Upload supporting documents (if applicable)

  • Authorize Vari Solutions Group to assist with immigration document preparation

⚠️ Important Notice
Vari Solutions Group, LLC is not a law firm and does not provide legal advice or legal representation.
Services are strictly limited to non-legal immigration document preparation assistance based on information provided by the client.

🔒 All information submitted is confidential and securely protected.