Staff Tool · New Client Intake
New Client Profile
Complete all sections. This profile feeds the engagement letter generator, Gamma presentation prompt, and client portal.
📋 Intake Form
📄 Engagement Letter
🎬 Gamma Prompt
✉️ Client Email
01 · Client Identity
👤 Personal Information
02 · Business Information
🏢 Business Details
03 · Entity Structure
🏛 Select All Entity Types That Apply
✓
📋
Schedule C
Sole prop / SM-LLC
✓
🏛
S-Corp / 1120-S
LLC electing S-Corp
✓
🤝
Partnership / 1065
Multi-member LLC
✓
🏘
Rental / Sch E
Residential or commercial
✓
💼
W-2 Employee
In addition to business
✓
📈
Investments
Stocks, crypto, gains
✓
🎰
Gambling
W-2G, casino, online
✓
📨
Issues 1099-NECs
Pays contractors $600+
✓
₿
Cryptocurrency
Trading, mining, staking
✓
🌐
Foreign Income
FBAR / FATCA exposure
04 · Tax Years in Scope
📅 Select Years and Filing Type
Selected
Amend (client filed)
Original (never filed)
2019
2020
2021
2022
2023
2024
2025
2026
05 · Agency Status
🏛 IRS & State Agency Issues
06 · Income & Financial Profile
💰 Income Sources & Estimates
07 · Engagement Details
📋 Scope & Fee Setup
Auto-generated from your intake form. Review carefully before sending. Dates, fees, and scope are based on what you entered above. All amendment fees remain TBD as required by PTS policy.
Complete the intake form and click Generate to build the engagement letter.
Ready-to-paste Gamma prompt. Copy this entire block and paste it into Gamma.app as your presentation prompt. The AI will build a full client case presentation.
Complete the intake form and click Generate to build the Gamma prompt.
Ready-to-send client welcome email. Review and customize before sending. Includes portal link, document checklist, and next steps specific to this client.
Complete the intake form and click Generate to build the client email.