Tax Preparation Consultation

1
Name* This field is required.
First Name
Last Name
2
Email* This field is required.
example@example.com
3
Phone Number* This field is required.
Please enter a valid phone number.
4
What type of taxes are you filing* This field is required.
Please Select
Please Select
Personal
Business & Personal
5
Do you currently need to build business credit for your business?* This field is required.
YESNO
6
Do you need funding or more funding for your business?* This field is required.
YESNO
7
Does your business need a website?* This field is required.
YESNO
8
Would you like information about our custom website design?* This field is required.
YESNO
9
Do you have life insurance?
YESNO
10
Would you like a free life insurance quote?
YESNO
11
What amount would you like to receive a quote for?
12
Please provide your date of birth:
13
What state do you reside currently?
14
Spanish speaking tax preparer needed?* This field is required.
YESNO
15
Please share anything that will help prepare for our meeting* This field is required.
Huge
Large
Normal
Small
Ok
Ok
16
Please select your income source* This field is required.
W2
Self - Employed
Contractor
17
Do you have any dependents* This field is required.
YESNO
18
How many dependents do you have?* This field is required.
19
Do you owe the IRS or State?* This field is required.
YESNO
20
Do you need prior years filed?* This field is required.
2022
2021
2020
2019
2018
2017
Yes
No
21
Were your dependents in college last year?* This field is required.
YESNO
22
Please enter the phone number to receive text messages in regards to this meeting* This field is required.
Please enter a valid phone number.
23
Please Select An Appointment* This field is required.If the time you selected isn't available we will contact you to select another time
24
Do you have any debt that you are struggling to get paid off?
YESNO
25
Please select the amount of debt you currently need assistance with paying off
Please Select
Please Select
$7500 to $10,000
$10,000 to $20,000
$20,000 to $30,000
$30,000 & Up
26
Would you like to schedule a consultation with our debt team specialist?
YESNO
27
Please select your time zone
Please Select
Please Select
Central Time
Eastern Time
Pacific Time
Mountain Time
28
Do you agree to receive SMS notifications from IAMDFS Financial Group?* This field is required.
YESNO
29
Terms and Conditions* This field is required.
30
If you chose to meet with our debt help team to assist you will paying off debt you will be contacted via email with a link to schedule your appointment.
Should be Empty: