Be Rich Financial

Start Intake

INDIVIDUAL CLIENT INTAKE

Complete your intake in minutes. No paid consultation is required for individual clients. If we need anything additional, we’ll request it securely and guide you step-by-step.

We provide options for your convenience: web intake, mobile app, and in-person appointment.

01

Submit your intake and upload documents when requested.

02

We review, verify, and follow up for clarity if needed.

03

Your return is prepared, filed, and delivered with next-step guidance.

WHAT TO HAVE READY

  • Photo ID + Social Security cards (if applicable)
  • Income forms (W-2, 1099, unemployment, retirement)
  • Childcare, tuition, mortgage interest, and health insurance documents (if applicable)
  • Any IRS letters/notices you received

WHAT HAPPENS NEXT

  • Review window: 1–2 business days (complex cases may take longer)
  • We contact you only if we need clarification or missing items
  • We submit your return. 
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SECURE WEB INTAKE FORM

QUESTIONS BEFORE YOU SUBMIT?

Call us, message us, or use Aaliyah (AI) — our newest assistant — for fast guidance, document clarity, and next-step support.

Business Strategy Consultation

Consultation Fee: $250

This session is reserved for business setup and strategy planning prior to ordering services. Payment is required via Stripe invoice before the scheduled call. This session is not for general questions or existing client support.