Personal Tax Prep Inquiry:
Thank you for considering Fulton's Accounting Services for your personal tax return! We are excited to work with you and help you file your personal taxes accurately and efficiently. Please fill out the form below and schedule your tax consultation to speak with a tax professional from our team. The consultation fee will go towards your tax prep services. *PLEASE NOTE MEETINGS ARE FULL FOR THE TAX SEASON. NEXT AVAILABLE MEETING IS AFTER THE 4/15 TAX DEADLINEARE IN APRIL*
Full Name
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First Name
Last Name
Phone Number & Email
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Phone Number
Email
Occupation:
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Do you have dependents you will be claiming on your tax return?
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Yes
No
Are you filing a business tax return with your personal taxes?
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Yes
No
If you are filing a business tax return with your personal tax return please complete the business tax inquiry form instead.
Do you have or will you be filing any real estate (airbnb, rental properties, etc.) on your tax return?
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Yes
No
Did you buy or sell any stocks on crypto during the tax year?
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Yes
No
Are you or any of your dependents a college student?
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Yes
No
Filing status:
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Single/Divorced
Married Filing Jointly
Married Filing Separtely
Widowed
Our personal tax services start at $350, and joint filing starting at $625, is this within your budget? *this does NOT include business taxes*
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Yes
No
Are your prior year taxes filed and completed?
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Yes
No
How did you hear about us? If referred by a client, please list their name:
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Our tax preparation and filing fees will be discussed during your call so you know your price upfront. Along with the tax prep services, Brandi takes pride in educating you so that you can fully understand your tax return and best practices for you moving forward. If we agree to work together, are you prepared to make the financial investment in our services? The retainer will go towards your tax prep fee if you decide to move forward.
I agree and I am ready to make the investment.
My Products
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Tax Consult Fee
$
50.00
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