Tax Preparation Appointment Availability Form

Streamline your tax preparation scheduling with this comprehensive availability form designed specifically for accounting firms and tax professionals. This template helps you gather essential client information—from return complexity and document readiness to preferred CPA assignment—ensuring every appointment is productive from day one.

Perfect for tax preparers, CPAs, and accounting firms looking to optimize their busy season workflow, this form eliminates the back-and-forth of scheduling while capturing critical preparation details upfront. By understanding return complexity before the appointment, you can allocate the right amount of time and assign the most suitable tax professional.

Built with Paperform's flexible scheduling tools, you can easily embed calendar availability, accept appointment deposits, and trigger automated confirmation emails. The conditional logic adapts questions based on return complexity, ensuring you collect exactly the information needed without overwhelming clients with unnecessary fields.

For firms managing multiple CPAs and tight seasonal schedules, integrate this form with your practice management software using Stepper (stepper.io) to automatically create client records, assign appointments to the right team member, and send preparation checklists based on document readiness status. Transform every submission into a streamlined workflow that keeps your team organized during tax season.

Whether you're a solo practitioner or managing a full-service accounting firm, this SOC 2 compliant template helps you deliver professional client experiences while maximizing your team's efficiency during the most demanding time of year.