TAX PREPARATION APPOINTMENT FORM

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Name
First Name
Last Name
2
Email
example@example.com
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Phone Number
Area Code
Phone Number
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ARE YOU INTERESTED IN TAX ADVANCE?
YESNO
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What Type of Income Do you Have?/ Que tipo de ingreso tiene?
W2
1099 CONTRACTOR
SCHEDULE C
SIDE HUSTLE
1099-RETIRED
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Do You want to include audit assistance?Did you want to add audit assistance?
YES
NO
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Do you need help with CREDIT REPAIR?
YESNO
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Referral InformationWho Referred You?
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Additional ServicesIf you need any additiional services please check the box for each catergory
Do you want to work from home?
Do you need an L.L.C.?
Do you need business credit?
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W2 Employee Upload Documents HereI need the following W2, Drivers License or State ID, Social Security Cards, Birth Certificate, Unemployment, 1099, 1099R, 1099B, 1098E, 1098T, 1099G, Marketplace Health Insurance
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Browse Files
Cancelof
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Schedule C, Self Employment, Side HustlesI need the following categorized. Expenses and Total Income, Rent, Lights, Water, Gas, Cell, Wifi Supplies, Advertisement, Logo, Business cards, Marketing Materials, Travel, Food Entertainment, Any expenses, please provide documents.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Browse Files
Cancelof
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Hello, This is Nimetra King! Thank you for choosing me as your Tax Preparer! I appreciate your continued support of my business and wanted to send you a few reminders! Starting Jan. 2, 2023 I will have advances available up to $7k upon approval! Please remember to gather all of your documents including your 1099-G(unemployment form)to be considered for this advance. I appreciate all of the referrals you have sent and will be paying referral fees when you refer 5 people you get a incentive for each paid out return. Thank you for being the best part of Unyahe's Taxes and Financial Services!
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