Free Estimate w/ Charlisia

Dear Valued Client,

Thank you for choosing me as your Tax Professional!

Please note that estimates typically take 24-48 hours to complete. To ensure a smooth process, kindly answer our calls or respond to our texts promptly.

If you choose to file with me, I’ll send an additional form to the phone number on file to complete our intake process.

We appreciate your trust and I look forward to serving you another year.

PLEASE BE AWARE DUE TO IRS REGULATIONS WE ARE NOT ABLE TO FILE YOUR TAXES OR APPLY FOR A CASH ADVANCE WITH YOUR LAST CHECKSTUB.

Name

First NameLast Name

Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

Email

example@example.com

PLEASE INDICATE YOUR SOURCE OF INCOME

DO YOU HAVE ANY DEPENDENTS? (IF YES, BE SURE TO SELECT ANSWERS IN NEXT TWO FIELDS.)

HOW MANY DEPENDENTS DO YOU HAVE UNDER 16?

HOW MANY DEPENDENTS DO YOU HAVE OVER 16 ?

IF YOU ARE SELF EMPLOYED PLEASE INPUT YOUR GROSS EARNINGS FOR 2024.

PLEASE UPLOAD YOUR GOVERNMENT ISSUED DRIVERS LICENSE OR ID.

PLEASE UPLOAD YOUR W2, LAST CHECKSTUB OR 1099-NEC FOR 2024.

Please understand if you are small business owner, independent contractor, or 1099 Gig Worker this is not a final estimate and final refund amounts will be given after a Profit & Loss Statement is completed with a staff.

Estimates will be given out within 24 hours of submission.

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