Client Intake Portal

Define the service scope before documents and pricing.

This questionnaire helps SunPeak understand your individual or business tax, bookkeeping, payroll, and sales tax needs. Please do not submit SSNs, tax returns, bank statements, or other sensitive files here.

Step 1 of 4

Step 1

Contact information

Name

Contact

Preferred language

Timing

Step 2

Service needs

Select all that apply. The questionnaire will show follow-up questions based on your selection.

Step 3

Situation details

Step 4

Additional notes

Main question or concern

I understand this questionnaire is for initial intake only and should not be used to submit SSNs, tax returns, bank statements, EIN documents, or other sensitive records.