New Client Intake

Start Your Client Intake

Provide basic, non-sensitive information so Sharif Tax Firm can understand the service requested and coordinate the appropriate next step.

Direct / WhatsApp: +1 (818) 397 8140 Office & Consultation Information

Client Intake Information

Full NameEmail AddressTelephone / WhatsApp NumberCountry of ResidencePreferred Contact MethodPreferred Consultation TypeService NeededClient TypeBusiness / Entity Name, if applicableEntity Type, if knownTax JurisdictionTax Year(s) InvolvedAgency InvolvedNotice / Response Deadline, if anyPreferred Appointment Date / TimeTime ZoneHow did you hear about us?International / Cross-Border Business Context, if applicable

Brief Description of Assistance Needed

Privacy & Security Notice: Do not enter or upload Social Security numbers, ITINs, passport numbers, bank or credit-card information, passwords, complete tax returns, or other highly sensitive documents through this intake form, ordinary email, or ordinary WhatsApp messages. Sharif Tax Firm will provide appropriate document-delivery instructions when sensitive information is required.

This intake does not upload information to a server. It prepares an email in your device’s email application for your review before sending. Submission does not establish a client relationship, extend a deadline, or authorize representation.

Consultation Options

Consultations are available by appointment in person, by telephone, or virtually through Zoom, Google Meet, WhatsApp, or another mutually agreed communication platform. International appointments may be coordinated across time zones, subject to availability.