Client Intake

Let’s Get Started

Welcome to Powerhouse Finance & Tax Services! Whether you’re a new client, returning client, or business owner, we’re here to make your tax preparation experience simple, secure, and organized.

Select the option below that best describes you.

01 — New

New Tax Client

Filing with Powerhouse for the first time? Complete our secure intake questionnaire so we can begin reviewing your tax preparation needs.

Start New Client Intake
02 — Returning

Returning Tax Client

Welcome back! Update your information, confirm any life changes, and get ready for another organized tax season.

Complete Returning Client Intake
03 — Business

Business Tax Client

For sole proprietors, LLCs, partnerships, S corporations, and C corporations. Complete our business intake questionnaire to get started.

Start Business Tax Intake
04 — Amended & Prior-Year

Amended & Prior-Year Tax Returns

Need to correct a previously filed tax return or catch up on missed tax years? Powerhouse Finance & Tax Services LLC can assist individuals and businesses with amended returns, prior-year filings, and multiple tax years.

Request Tax Assistance
Questions?

Have Questions Before Getting Started?

Not sure which intake form is right for you? Schedule a complimentary consultation and we’ll help you determine your next steps.

Your privacy matters. Please do not enter Social Security numbers, banking credentials, or upload sensitive tax documents through this general intake page. Secure document submission instructions will be provided separately.

Book a Consultation