Tax Law Attorney Client Intake Form

If you're a tax attorney or law firm specializing in tax law, getting complete client information upfront is critical to building an effective defense strategy. This Tax Law Attorney Client Intake Form streamlines the onboarding process by collecting everything you need in one organized, professional submission—from IRS notices and tax year identification to income documentation and penalty disputes.

Built with Paperform, this template replaces back-and-forth emails and incomplete PDF forms with a clear, conditional intake flow that adapts based on your client's specific situation. Whether you're handling audit defense, penalty abatement, innocent spouse relief, or deduction disputes, you'll have all the documentation and context you need to start building the case immediately.

The form includes secure file upload fields for IRS notices, tax returns, W-2s, 1099s and supporting documentation, along with detailed questions about income sources, disputed deductions, penalties assessed and the client's preferred resolution strategy. Conditional logic ensures clients only see questions relevant to their tax situation, keeping the experience focused and reducing drop-off.

For tax law firms managing high volumes of consultations, this template integrates seamlessly with your CRM, practice management software and document storage via Stepper—automatically creating client records, routing urgent audit cases to senior attorneys, and triggering follow-up sequences based on case complexity. You can also use Papersign to immediately send engagement agreements and retainer contracts for eSignature, turning an intake submission into a signed client relationship in minutes.

With Paperform's secure infrastructure, SOC 2 Type II compliance and custom branding options, you can deploy this intake form on your website, send it via email consultation links, or embed it directly into your client portal—all while maintaining the professional, trustworthy experience your clients expect from a tax law practice.