Fortress Financial - Client Intake

FORTRESS

Financial & Tax

2025 Intake

Welcome!

Let's update your 2025 tax profile. Secure & fast.

Contact Details

Filing Status

Business Ownership

Do you operate as a business owner, independent contractor, or content creator?

Creator Profile

Financial Questionnaire

Sold Stocks, Bonds, or Real Estate?
Bought/Sold Crypto or NFTs?
Retirement Contributions (IRA/401k)?

Verification

Thank You!

Your intake form has been submitted successfully.

A secure link will be sent to your email shortly to collect and upload your sensitive documents.

Preparation Checklist

  • Social Security Cards/Numbers
  • Photo ID (Driver's License)
  • All W-2s and 1099s

Questions? Text us at 954-693-6311