Client Onboarding · Red Dahlia Financial

Welcome. Let's build your financial clarity.

This intake form is the beginning of a real relationship — not a transaction. Before we do anything else, I want to understand your situation, your goals, and what's been getting in the way.

Take your time. There are no wrong answers. Everything you share stays confidential and helps us serve you at the highest level.

Takes about 8–12 minutes to complete
G
Gardner "Gigi" Craig Founder, Red Dahlia Financial Services · 16 consecutive tax seasons
All information is strictly confidential
Encrypted document uploads
We respond within 24–48 business hours
Reviewed personally by Gigi or Yolanda
1
Personal Information
Tell us a little about yourself
2
Filing Information
Your tax situation for the current year

Select all that apply

This helps us route your file to the right service level. All information is confidential.

3
Business Information
Complete if you own a business or are self-employed
4
Services You're Looking For
We'll build your service plan around these

Select all that apply — we'll follow up with specifics during your consultation

This is read personally before your consultation. Be as specific or general as you'd like.

5
Document Upload
Upload what you have — we'll guide you on anything missing
W-2s · 1099s · Income Statements
All employer and contractor income documents for the tax year
PDF JPG PNG DOC
256-bit encrypted upload · Confidential
Prior Year Return(s)
Helps us understand your filing history and catch carryforward items
PDF JPG PNG
256-bit encrypted upload · Confidential
Additional Documents
IRS notices · Business expense records · Mortgage interest · Student loan forms · Anything else relevant to your situation
PDF JPG XLSX DOC
256-bit encrypted upload · Confidential

Don't have everything yet? That's okay. Submit what you have and we'll send you a document checklist after your consultation.

6
Anything Else?
Your chance to tell us anything we haven't asked

What Happens After You Submit

Here's exactly what to expect — no guessing, no silence.

1

Confirmation Email

You'll receive an immediate confirmation that your intake has been received. Keep this for your records.

Immediately
2

Personal Review

Gigi or Yolanda personally reviews your intake — your income situation, documents, and what you've shared about your goals.

Within 24–48 business hours
3

Consultation Scheduling

We'll reach out via your preferred contact method to schedule your consultation — or confirm your existing Calendly booking.

Within 48 hours
4

Document Checklist

If you're missing documents, we'll send you a personalized checklist so you know exactly what to gather before we begin.

Before or after consultation
5

Your Financial Clarity Begins

We get to work. Whether it's a return, a plan, or a full financial strategy — you'll know exactly what's happening at every step.

Year-round

"You made the money. Now let's keep it."

By submitting this form, you agree that your information will be used to provide financial services.
All information is kept strictly confidential. · info@reddahliafinancial.com · +1 (469) 209-5981

You're in. Welcome to Red Dahlia.

Your intake has been received. Gigi or Yolanda will review your information and reach out within 24–48 business hours.

Check your email for a confirmation. In the meantime — you made the right move.

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