ProAxis Tax & Accounting Services

Individual & Small Business Tax Intake

This is a scoping intake — share what you'd like us to know before our consultation, so we can identify likely deductions and tailor the discussion. We do not collect Social Security numbers, dates of birth, full EINs, or government ID through this form. Sensitive items are gathered through our secure client portal once we begin the engagement. Dollar amounts are estimates — exact figures are confirmed from your documents.