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Client Intake Forms

Welcome to Insighters

Please select the appropriate intake form below to begin. All information is securely transmitted and stored for processing.

Individual Intake

For personal tax preparation and individual financial services. Complete this form if you're filing as an individual or family.

Start Individual Form

Business Intake

For business tax preparation and corporate financial services. Use this form for LLCs, corporations, and other business entities.

Start Business Form

114 B Y Williams Sr., Drive • Midfield, Alabama 35228 • (205) 925-4564

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