Submission For Tax Return Estimate

This form is for new clients to receive an estimate. We understand it may be complicated to trust a new preparer and see their tax knowledge. This is a NO COMMITMENT estimate. Please allow up to 24 hrs to receive and process request as we will have to file a return to give estimate. Some additional questions maybe be needed for the most accurate estimate.

Name

First NameLast Name

Phone Number

Format: (000) 000-0000.

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Email

example@example.com

Filing Status

Type of income for estimate

Other

Upload income for estimate

If self-employed. How much income did you gross for your business? Leave blank if need bookkeeping to add total.

Total of expenses (leave blank if you need help totaling expenses)

Did you have a vehicle you used for your business?

If so, about how many miles did you do in business mileage?

Age of Dependent(s)

Are you the parent of dependent(s)?

If you paid for childcare, how much did you pay for child?

Do you need to file any back tax or amend a return from a past year?

What is most important to you when looking for a tax firm/tax preparer?

Additional answers may be needed if we find you may be eligible for other deductions and credits. Understand that this is an estimate and if you decide to file with us the final estimate should be close. If you choose to retain us as your tax preparer, you have access to us and our knowledge throughout the year. Our office number is (469) 835-7275 do not hesitate to ask any questions