Client Reservation Form

Client Reservation Form

Complete the form below to secure your spot for expert tax filing and tailored solutions. Let’s simplify your tax experience today!
Type of Client*
Name*

First NameLast Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Services Requested:*

Tax PreparationSmall Business SetupLife & Health InsurancePayrollBusiness Compliance SolutionsBookkeepingState Compliance and Reporting Services
Would you like to apply for a tax refund advance of up to $7,000 starting Jan 2?*
What type of return are you filing?*

W2 OnlyW2 & 1099sSelf-Employed OnlyUnsureBusiness
How best do you prefer to be contacted?*

EmailPhone CallZoom
Language*
By adding yourself to the waitlist, you are confirming your spot as a client for the season as we have only a select number of clients that we can service to ensure the quality of our customer service. You are in no way obligated to file; however, by submiting this form you will be getting marketing emails from us.
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