Start Your Tax Filing The Right Way

Filing your taxes isn’t just about submitting forms; it’s about making sure everything is accurate, complete, and handled correctly from the start.

This intake form begins the tax filing process with Nouvo Accounting & Advisory.

Before You Begin

Please review the following so you know exactly what to expect:

• ✓ Tax preparation begins after documents are submitted
• ✓ Returns are not prepared during a live meeting
• ✓ Pricing is determined after we review your documents
• ✓ A meeting is scheduled only if clarification is needed

If you’re unsure what applies to your situation or have complex questions, you may prefer to book a tax planning call instead.

Who This Intake Is For

This intake is designed for individuals and business owners who are ready to begin filing and can upload their tax documents.

It’s a good fit if you:

• ✓ Have W-2, 1099, business, or investment income
• ✓ Experienced life changes (marriage, new job, home sale, etc.)
• ✓ Want your return prepared accurately and professionally
• ✓ Prefer a secure, document-based process

If you’re still deciding what you need or want advice before filing, a planning call is the better first step.

What Happens After You Submit

Once you complete this intake:

1. You’ll receive access to the Nouvo Client Portal
2. You’ll upload your tax documents securely
3. Our team will review your information
4. We’ll confirm pricing, timing, and next steps
5. Your return preparation begins

No unnecessary meetings. No guesswork.

What Happens After You Submit

• You’ll receive secure portal access
• You’ll upload your tax documents
• We’ll review your information
• Pricing and next steps will be confirmed

Tax preparation begins after documents are submitted. Returns are not prepared during a live meeting.