VIP Client Form

Type of Client

Name*

First NameLast Name

Email*

example@example.com

Phone Number*

Please enter a valid phone number.

Services Requested*

Tax PreparationBusiness Formation

Would you like to apply for a tax refund advance of up to $7,000 starting January 2nd?

What type of income documents will you have?

W2s onlyW2 & 1099sSelf-Employed OnlyUnsure

How do you prefer to be contacted?

E-mailPhone CallZoomCallIn-Person

By adding yourslf to the VIP waitlist, you are confirming your spot as a client for the approaching 2025 tax season. To ensure quality customer service, we are only able to assist as many clients as we have spots available. By joining this waitlist, you are in no way obligated to file your tax return with us; however, you are consenting to receive marketing emails from us.

VIP Wait List