Form

Name

First NameLast Name

Email

example@example.com

Phone Number

Please enter a valid phone number.

ARE YOU INTERESTED IN A TAX ADVANCE?

YESNO

WHAT TYPE OF INCOME DO YOU HAVE?

Do you want to include audit assistance?

YesNo

DO YOU NEED HELP WITH CREDIT REPAIR?

YESNO

ADDITIONAL SERVICES: IF YOU NEED ADDITIONAL SERVICES, PLEASE CHECK THE BOX FOR EACH SERVICE THAT YOU NEED

NEEDED DOCUMENTS: Please upload your documents here. This includes a copy of your driver's license and social security card, your spouse's, your children and/or dependent's birth certificates and social security cards that you are claiming

W2 & Other Forms/ Documents: Please upload all documents as applicable: W2's, Unemployment 1099G, 1099, 1099R, 1099B, 1098E, 1098T, Social Security (SSA) income, Marketplace Health Insurance Forms, Etc.

I need the following categorized: A business income and expense sheet (if you don't have one, I will provide one for you to fill out), Expenses and Total Income, Rent, Lights, Cell Phone Bill, Wifi, Supplies, Advertisement, Business Logo, Website & Maintenance, Travel, Food, and any other expenses that you paid for during the year (It helps to make a list and go through statements if you don't already have this categorized and organized)

REFERRAL INFO: Who Referred You?

Hello, this is Elissa Costanza! Thank you so much for choosing me as your Tax Preparer! I appreciate your continued support of my business and wanted to send you a few reminders! Starting January 2nd, 2023, I will have advances available up to $7k upon approval! Please remember to gather ALL of your documents and submit them on this form immediately to be considered for this advance. Remember you can also file, refer others, and receive cash incentives ($50 per client referral once they are transmited and get their refund) for your referrals.

Every client also gets a vacation voucher from a list of domestic and international places that covers the hotel/resort, you're just responsible for the taxes & fees, transportation, and excursions. Ask me for details once you're ready!

It is my absolute pleasure to serve you this tax season. Don't forget to refer me to get those incentives and remember me for all of your other needs like credit repair, business formation, business credit, and more! Talk to you soon!

Appointment

Form

Schedule C, Self- Employment, Side Hustles