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Spargur Tax & AccountingWilliam Spargur, Enrolled Agent, home page
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New clients

New client intake and tax organizer

A few minutes now saves us both a flurry of emails later. Tell me who's on the return and what kind of year it was, and I'll take it from there.

What happens next

I'll review your answers and follow up, usually within one business day, to set up a free call and tell you what to expect, including the fee. Rather talk first? Book a call or call 239-488-4555.
1. Who's on this return?

Birthdates matter more than people expect: they drive credits, standard deductions and IRS matching. Please don't enter Social Security numbers here.

2. Dependents

Children and others you support. A date of birth is what we really need now.

Dependent 1
Dependent 2
Dependent 3
Dependent 4
3. What can we help with?
Services you're interested inCheck all that apply
4. Your year
What kinds of income did you have?It tells us which documents to expect
Did any of these happen this year?Life changes almost always change the return
Deductions and credits you may haveWe'll confirm, and find any you missed
5. Anything else?

A quick "I'm not a robot" check by Cloudflare keeps spam out.

Please don't enter Social Security, ITIN or account numbers here: we collect those securely once we're working together. Your answers go straight to William, not a call center.