Client Intake Form | Frelot Tax Notary

Which service do you need?

Pick all that apply — we offer all of these and they often work together.

Tax Preparation Personal, self-employed, or business tax returns Notary Services Mobile notary, online notary, loan signings, apostilles Apostille Services Document authentication for international use Immigration Forms USCIS forms, green cards, naturalization, family petitions Student Loans Federal loan consolidation, IDR, PSLF, forgiveness Credit Repair Credit report analysis, disputes, credit-building strategy

Tell us about you

Everything is kept strictly confidential.

First Name *

Last Name *

Preferred Name (optional) What should we call you in conversation?

Email *

Phone *

Best way to reach you

Mailing Address

City

State

ZIP

Date of Birth

Service details

A few specifics so we can prepare for your appointment.

Tax Preparation

Tax year

Filing status

Number of dependents

Income types (check all that apply)

W-2 wages 1099 / self-employed Small business / LLC Rental income Investments / dividends Retirement / Social Security Cryptocurrency Other / unsure

Anything unusual we should know? (optional)

Notary Services

Type of notarization

Loan Signing General Acknowledgment Power of Attorney Will / Trust Affidavit / Sworn Statement Other

How would you like to meet?

Number of signers

Document description

Apostille Services

Document type(s)

Birth certificate Marriage certificate Diploma / Transcript Death certificate FBI background check Corporate / Business doc Other

Destination country

Deadline (if any)

Immigration Forms

We provide form preparation only — not legal advice. For complex cases, we may recommend an immigration attorney.

Type of help needed

Country of origin

Brief description of your situation

Student Loans

Estimated total federal loan balance

Current loan status

What's your goal? (check all that apply)

Lower monthly payment Pursue PSLF Other forgiveness program Get out of default Pay off faster Just understand my options

Employment type

Credit Repair

Approximate current credit score range

Issues on your credit report (check all that apply)

Late payments Collections Charge-offs Bankruptcies Tax liens / judgments Identity theft / fraud Items I believe are inaccurate Thin file / building credit

What are you working toward?

Documents & readiness

Helps us know how prepared you are and what to send next.

Do you have your documents organized and ready?

Yes, I have everything organizedReady to send when you tell me where Mostly ready, a few items missingI might need a checklist of what's needed Just getting startedI need a list of what to gather Not sure what I needPlease walk me through it

How would you prefer to send documents?

Anything you've already worked on with another professional? (optional)

Your goals & timeline

What does success look like for you?

Timeline

Budget expectations

Anything else you want to share?

How did you hear about us?

Scheduling preferences

When and how would you like to connect?

Preferred meeting type

Phone call Video call (Zoom or Google Meet) In person at your office In person — you come to me Email exchange only — no meeting needed

Best days (check all that work)

Best times

Morning (8:30am – 12pm) Afternoon (12pm – 4pm) Late afternoon (4pm – 6pm) Evening (after 6pm)

Review & submit

Quick check before you send.

Your Submission

I agree to be contacted by Frelot Tax Notary about my request. We will only use your information to respond to this inquiry. We will not share your information with third parties.

Thank you!

Your intake has been received. We'll review it and reach out within 24–48 hours to schedule your appointment. If you need urgent help in the meantime, email us directly at info@frelottaxnotary.services.

Let's get started.