Tax Preparation Estimate Form

Tax Preparation Estimate Form

Thank you for choosing Xclusive Taxes, LLC services. Please complete the following form to provide us with the necessary information for your tax preparation estimate.
Client Information
Full Name

First NameLast Name
Full Name (Spouse)

First NameLast Name
Occupation
Email Address
example@example.com
Phone Number
Please enter a valid phone number.
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Tax Information
Filing Status

SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Widow(er)
Tax Year
Dependents under the age of 18 in 2024.
Wages, Salaries, Tips, etc. Column 1 on your W2
Gross Income (Column 1 on your W2)
Federal Taxes Paid
Federal Taxes Paid (Column 2 on your W2)
Additional Information - Please ask any questions or provide information needed to provide an estimate.
Date

MonthDayYear
Date
Signature

Clear
Should be Empty:

Client Information