• 2022 BMS Tax Preparation Client Intake Form Personal & Business

    READ FIRST: Please complete this form in its ENTIRETY and click SUBMIT when finished. Upload all documents at the end of the form. Please wait until you have ALL of your documents before submitting this form. Note: If you are claiming any dependents, be sure to upload their SS CARDS, BIRTH CERTIFICATES, and all items that show their address is the same as yours. (e.g. school records, medical records, doctor bills, Medicaid Statement, Social Services Records, or anything that shows your child's name and current address).

  • If you are filing multiple years you must complete a separate form for each year. 

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    •  - -
      Pick a Date
    • Clear
    •  - -
      Pick a Date
    • Clear
    •  
    • Should be Empty: