Based in Maryland · Serving clients virtually nationwide

Neese Financial LLCTax & Accounting

New Client Intake

Tell us about your tax situation

This short form helps us prepare for your first consultation. It takes about three minutes, and everything you share is confidential.

Which best describes you? *
Which services are you interested in?

Confidential. Submitting this form does not create a client relationship until we confirm engagement.

What happens next

1. We review your intake

Within one business day, we review your information and match you with the right service.

2. Virtual consultation

We meet by secure video to discuss your situation, answer questions, and provide a clear quote.

3. We get to work

With your approval, we begin — and keep you informed at every step.