03 Northline Tax Studio Book
Index

08 · New client enquiries

Schedule an introductory tax consultation

Tell the studio briefly whether you need business tax work, personal filing, S-Corp planning or IRS notice help. Please do not type Social Security numbers or attach tax PDFs here; an encrypted portal upload link follows once a consultation is confirmed. This form does not book an appointment, and replies come by email Monday to Friday between 9:00 AM and 6:00 PM.

02 · What happens next

Four steps, and none of them is a booking

  1. 01

    The message arrives

    The form sends what is typed above to the studio inbox. Nothing is charged, nothing is held and no appointment exists at this point.

  2. 02

    A written answer comes back

    A reply is written by email within one working day, Monday to Friday. It answers the question asked rather than inviting a call to ask it again.

  3. 03

    Documents are named, not requested here

    Where the answer depends on paperwork, the reply names exactly which documents are needed and sends an encrypted portal link for them. Nothing is ever attached to this form.

  4. 04

    A consultation is arranged by email

    If a 30-minute consultation is the sensible next step, a time is agreed in that email thread. This website holds no calendar and confirms no time.

04 · Documents

What is usually needed for a quote

Nothing is attached to this form.

  • Last year’s filed returns
  • W-2s, 1099s and K-1s
  • QuickBooks or Xero access
  • Any IRS or state notice

These are the papers most engagements end up needing. The reply names the ones that actually apply and sends an encrypted portal link for them. Never send Social Security numbers, EINs, account numbers or files through the form on this page.

05 · Enquiry form

Request a consultation

05.1 · Contact details

Where the written answer is sent.

2 to 80 characters.
120 characters maximum. The reply goes here.
24 characters maximum. Used only if the email address fails.
05.2 · Service

Which service on the Services page this enquiry is about.

Choose the closest one. The studio will say if another fits better.
05.3 · Accounting context

Client type decides which answer is even correct; the other three are optional and let the first reply be specific instead of a request for more information.

The answer differs for an individual and for a company.
32 characters maximum.
40 characters maximum. A date or a description both work.
80 characters maximum.
05.4 · Message

The question itself. A written answer needs enough to work from.

20 to 1200 characters. A brief overview of your goals or upcoming deadline; no SSNs, EINs or documents here.

Sending this form shares the details above with Northline Tax Studio so it can reply. The Privacy page explains what is kept, for how long and how to ask for removal.

Response

Nothing has been sent yet. Once the message is sent, the result is written here — either confirmation that it reached Northline Tax Studio, or a plain explanation that it did not, together with the email address to use instead.

If the form will not send, the same question can go straight to hello@northlinetaxstudio.example and is answered the same way.

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