Client Intake

Start with the right information.

Use this intake page to tell BlueRidge what you need, which state is tied to the work, and how the office should follow up. After intake, clients can use the secure portal for documents, forms, and signatures.

01 Submit Intake

Share your service need, state, return type, and timing.

02 Portal Access

Use the client portal for documents, worksheets, and secure signing.

03 Office Review

BlueRidge reviews the request and follows up with next steps.

New Client Intake

Tell us what you need.

Do not enter Social Security numbers, bank account numbers, or private tax documents on this page.

Full name Email Phone Preferred contact Service needed Type of return Filing or business state Tax year or period When do you need help? How did you hear about us?

Briefly explain what you need