Tax Return Estimate

Tax Return Estimate

This form is for new clients to receive an estimate. We understand it may be complicated to trust a new preparer. For a limited time, I am offering a NO COMMITMENT estimate. Please allow up to 24 hours to receive and process request as we will have to file a return to give estimate. Some additional questions may be needed for the most accurate estimate.
Name

First NameLast Name
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Filing Status
AGE OF DEPENDENTS
ARE YOU THE BIOLOGICAL PARENT OF THE DEPENDENTS?
IF NOT, RELATION?
IF YOU PAID CHILDCARE, HOW MUCH WAS PAID IN TOTAL?
TYPE OF INCOME SUBMITTING FOR ESTIMATE
UPLOAD INCOME FILE

Cancelof
IF SELF-EMPLOYED, HOW MUCH INCOME DID YOU GROSS FOR YOUR BUSINESS? LEAVE BLANK IF BOOKKEEPING IS NEEDED.
DID YOU HAVE A VEHICLE YOU USED FOR YOUR BUSINESS ERRANDS?
DO YOU NEED TO FILE ANY BACK TAX RETURNS OR NEED TO AMEND/CHANGE A TAX RETURN?
WHAT IS MOST IMPORTANT TO YOU WHEN LOOKING FOR A GREAT 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 ME AS YOUR TAX PRO, YOU HAVE FULL ACCESS TO THE COMPANY ALL YEAR. MY NUMBER IS (504) 908-5150 FOR ANY QUESTIONS FEEL FREE TO TEXT.
Should be Empty: