New Client Start Here

Preliminary client intake

Tell us how we can help. This form intentionally excludes Social Security numbers, bank information, identification, and tax-document uploads.

Two-stage process: Submit this preliminary information now. Blue Bear will provide secure instructions when sensitive details or documents are needed.

Full name *

Email *

Phone *

Preferred contact method *

Mailing address

Filing status *

Spouse's name, if applicable

Number of dependents

Tax years needing service *

Work status *

Marketplace health insurance? *

Service needed *

How did you hear about us? *

Questions or notes

I understand this is a preliminary intake only. I will wait for secure instructions before sharing tax documents or sensitive personal and financial information. *

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