GYSIO Business & Bookkeeping, Inc. — Tax Preparation Intake
GYSIO Business & Bookkeeping, Inc.
Tax Preparation Intake
Individual & Business Tax Services
Tax Preparation Intake Form — Please complete all applicable sections. Fields marked * are required. All information is strictly confidential.
🔒
Your Information is Secure
The mechanism used to transmit and store your information employs SSL/TLS encryption in transit and AES-256 encryption at rest, and is SOC 2 Type 2 certified, as well as GDPR and CCPA compliant. Your data is transmitted securely and never sold to third parties. All information is protected under IRS IRC §7216 and California Business & Professions Code §22252.1. GYSIO Business & Bookkeeping, Inc. will never share your information without your written consent.
⚖
Identity Verification Notice — Treasury Circular No. 230 §10.22
In accordance with Treasury Department Circular No. 230, Section 10.22, GYSIO Business & Bookkeeping, Inc. is required to exercise due diligence in the preparation of your tax return. As part of this obligation, we are required to verify your identity, current address, and Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) prior to preparing or filing any return on your behalf. You will be asked to provide a government-issued photo ID and documentation confirming your address. Failure to provide this information may prevent us from completing your return.
1Taxpayer Information
2Filing Status
3Dependents
List each dependent below. Use the notes field at the end for additional dependents.
4Income Sources
5Deductions & Credits
5Health Insurance Coverage
7Business Tax (if applicable)
8Business Ownership & Partnerships
9Prior Year & IRS / FTB History
10Refund / Direct Deposit
11Additional Notes
📎Document Upload
Accepted: PDF, Word, JPG, PNG — Max 10MB per file. You may select multiple files.
Upload any IRS or FTB correspondence you have received. Max 10MB per file.
12Acknowledgment & Consent

I certify that all information provided is true, accurate, and complete to the best of my knowledge. I understand I am ultimately responsible for the accuracy of my tax return and that GYSIO Business and Bookkeeping, Inc. will rely on the information I provide.

Submission of this intake form does not constitute a signed engagement. A formal engagement letter will be provided separately before preparation begins.

All information is held in strict confidence under IRS IRC Section 7216 and California Business and Professions Code Section 22252.1.

I certify the information above is accurate and I agree to the terms stated.
Your information will be sent securely to info@gysio.org. A tax professional will follow up within one business day.

Thank You!

Your intake form has been successfully submitted to GYSIO Business & Bookkeeping, Inc.
A team member will contact you within one business day.

Warm regards,
GYSIO Concierge

© 2025 GYSIO Business & Bookkeeping, Inc.  •  Confidential  •  California BPC §22252.1 & IRC §7216