2024 Tax Prep & Tax Planning Waitlist

Tax Client

Please complete the information below for our 2024 Priority Waitlist
- Name
  
  First NameLast Name
- Phone Number
  Please enter a valid phone number.Format: (000) 000-0000.
- Email
  example@example.com
- ARE YOU A NEW OR RETURNING CLIENT THIS YEAR?
  
  NewReturning
- DO YOU HAVE ANY DEPENDENTS UNDER 18?
  
  YesNo
- DO YOU PLAN ON APPLYING FOR THE CASH ADVANCE UP TO $7,500 STARTING JANUARY 02, 2026?
  
  YesNo
- Were you referred to us by Social Media?
- If not, who referred you?
- SELECT YOUR TAX PROFESSIONAL:
- Do You Understand That If You Are Not Local or Prefer Not to Come In, Your Tax Preparation Service Will Be Completed Virtually Through Zoom, Our Secure Client Portal, and Email Communication?
  
  Yes I Understand
- Disclaimer:
  
  We would be honored to earn your business, but joining our priority list does not obligate you to use our tax preparation services. This list simply guarantees you priority access to work with the best in Texas. By reserving your spot, you’ll secure current pricing before any rate adjustments, claim your place among the limited number of clients we’re accepting this season, and enjoy early access to exclusive in-season giveaways. We provide a list of Financial services to assist you with your 2025 Goals.
- Signature*
- Today's Date
  
  MonthDayYear
  Date
- Should be Empty:

Tax Client