Ready to File? Let's Get Your Information Together.
A Little Preparation Now Can Save You Time Later.
Before beginning your tax intake, make sure you have the information and documents that apply to your tax situation.
Preparation checklist
Complete the intake form carefully and accurately. You may be asked to provide personal information and supporting documents. Only upload sensitive documents through the designated secure intake system. Do not send Social Security numbers or identification documents through ordinary website contact forms.
Begin My 2027 Tax Intake
Review the document preparation information above, then continue to the secure client intake form.
Thank you for completing your tax intake with Rare Ambience Financial Services Group. Your submission has been received. Our team will review the information provided and contact you if additional documentation or clarification is needed. Submitting the intake form does not mean your tax return has been filed or accepted by the IRS.