Tax Client Interest Form
“Thank you for your interest in filing with me! Please complete this quick form so I can gather your contact information and follow up with you about your tax filing needs.”
Name
First Name
Last Name
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Preferred contact method
Email
Phone
Both
Best time to contact you
Are you interested in filing taxes this season?
Yes
No
Do you have W-2, 1099, self-employment, dependents, or business income? (Check all that apply)
W-2
1099
Self employment
Dependents
Business income
Other
Do you need a refund advance?
Yes
No
Any questions or notes?
Submit
Should be Empty: