Tax Preparation Reservation
Please complete this application to provide us with more information about you and your financial needs. This application is required before scheduling an appointment.
Name
First Name
Last Name
Business Name (If applicable)
Email
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
Please enter a valid phone number.
What is your goal as it relates to tax return preparation?
To get the maximum refund
To learn how to legally minimize your tax liability
To ensure your show enough income to obtain business and/or personal loans
Other
Can you invest a one-time fee of at least $250/return to achieve your desired outcome?
Yes
No
What is your business structure? (If applicable)
Sole Proprietorship
Single-Member LLC
Multi-Member LLC/LLP
S-Corporation
C-Corporation
Other
What type of return assistance do you need?
Individual
Business
Both
Will you need ongoing accounting services after achieving your desired tax return results?
Yes
No
If yes, what is your monthly budget for ongoing accounting services?
How did you hear about us?
Company website
Facebook
Instagram
Referred by someone
If referred, please state who referred you.
Appointment
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