
Contact All Tax & Books
Schedule a consultation or ask a question. We respond within one business day.
Starting a Job? Use the Client Intake Form
Use the intake form to begin work. Use the message form below only for general questions.
Complete the Client Intake Form
Click Client Intake & Document Upload and complete the intake form once for your job.
Check Your Email
After you submit the form, you will automatically receive an email from All Tax & Books containing your Job Number, your unique Upload Documents link, and your Completed Documents link.
Use Your Links Anytime
Use the same Upload Documents link whenever you need to send more documents for that job — you do not need to complete the intake form again. When your work is finished, use the Completed Documents link from the same email to access your finished copies.
Important: Keep the email with your Job Number and links. Check your spam or junk folder if you do not receive it within a few minutes.
New clients: start here. Existing clients with an active job should use the upload link already sent to their email.
Send Us a Message
Contact Information
What Happens Next
- Submit your inquiry or call/text/email directly
- We respond within 1 business day to schedule your appointment
- We meet at your location or handle everything securely online
- If documents are needed, we email you a private job-specific Upload Documents link; use the same link for additional files for that job
Hours
By appointment only. Year-round service — not just tax season.
Have a question before reaching out? See our frequently asked questions.