TRILLIONHEIR MANAGEMENT - Tax Client Kickoff Form

Tax Client Kickoff Form

To get started, please complete the information requested below and select the service(s) you are requesting.

Once submitted, check your email. You will receive access to your Secure Client Portal, where you'll complete any required intake forms and receive next steps specific to your selected service.

We take your privacy and security seriously. All documents and personal information must be submitted through your Secure Client Portal only.

First Name*

Last Name*

Primary Email*

Primary Phone*

Once you submit this form, please check your email for your account invitation. You'll receive a link to set your password and gain access to your tax filing portal.