Client Intake Forms
For tax preparation, complete the client intake form below. For bookkeeping, payroll or immigration document preparation, contact us first so we can explain the next steps and provide the appropriate document checklist. Do not send sensitive documents through the general contact form.
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:
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Provide basic personal or business tax information
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Identify the tax return(s) you are requesting to be prepared
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Upload tax documents (W-2s, 1099s, prior-year returns, etc.)
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Authorize Vari Solutions Group to review, prepare, and file your tax return
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Help determine eligibility, pricing, credits, deductions, and required documentation
🔒 All information submitted is confidential and securely protected.
Business Services Forms
Start with a consultation
For clients requesting bookkeeping, payroll, and business tax services.
What to discuss with us:
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Provide business and owner information
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Select requested business services
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Explain your accounting, payroll and tax support needs
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Ask for a document checklist and submission instructions
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Confirm the scope of services and next steps
🔒 All information submitted is confidential and securely stored.
Immigration Document Preparation
For clients requesting immigration document preparation assistance.
Contact us to get started:
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Provide personal and contact information
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Identify the immigration form(s) you need assistance with
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Ask how to submit supporting documents
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Discuss the document preparation service you are requesting
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⚠️ 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.