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The Tax Shop

Chloe

Professional guidance for tax questions and client intake.

The Tax Shop handles full-service follow-up and case-specific review.

Tax assistant

Chat with Chloe

Intake

Client Intake

Talk to this virtual tax agent to get your basic information and tax details organized so the Tax Shop can move your return forward quickly.

The agent will ask you a short series of questions. Please answer them as they come up, and begin the conversation by saying "Hello".

The questions will cover:

  • Your name
  • Email
  • Phone number (optional)
  • The tax forms or documents you have
  • A short summary of your tax situation

This helps us understand your needs and speeds up the process of getting your return prepared and filed.

After you finish, contact the Tax Shop at 303-734-1040 or visit taxshop.tax to schedule an appointment.

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Welcome

A simple starting point for tax questions and client intake.

DO NOT ENTER SSNS OR HIGHLY SENSITIVE INFORMATION IN CHAT.

  1. Ask a question or begin intake.

DO NOT ENTER SSNS OR HIGHLY SENSITIVE INFORMATION IN CHAT.Chloe provides general tax information from office knowledge sources. This is not legal or tax advice. Case-specific matters should be reviewed by The Tax Shop. Chat answers up to four questions, and scheduling is handled by The Tax Shop. Do not enter Social Security Numbers in chat.

Ready to help.

Intake

Summary

The basics Chloe has captured so far.

Name
Not yet provided
Email
Email missing
Phone (optional)
Optional
Forms/Documents
Not yet provided
Summary of situation
Not yet provided

Next steps

Office follow-up

The Tax Shop handles document review and full service.

Still needed
All required fields captured
Intake complete
Not yet
Lead status
intake_started