Let’s Get You Filed the Right Way
Trucker Client Intake Form
This intake form helps us gather the basic information needed to accurately prepare your tax return and ensure you receive every deduction you qualify for as a truck driver.
Please complete this form as thoroughly and honestly as possible. The details you provide allow us to understand your operation, equipment, expenses, and filing history so we can properly report your income and maximize your tax benefits.
After your intake is reviewed, you will receive a secure portal link to safely submit any required documents.
If you have questions while completing this form or need assistance, our team is here to help. Once submitted, we’ll review your intake and contact you with next steps.
