Next, please tell us a bit about your tax needs…
Name
*
First Name
Last Name
Textable Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Are you a Business Owner?
Yes
No
Are you a Real Estate Investor?
Yes
No
Are you a Stock Investor?
Yes
No
Approximate Income
Approximate Income Taxes
Are your returns simple or complex?
Simple
Complex
Have your most recent tax return(s) been filed?
Yes
No
Are you on extension for the most recent tax year?
Yes
No
Do you have any returns for tax years before the most recent tax year that have not been filed?
Yes
No
Do you file business returns in addition to your personal return?
Yes
No
Do you file trust returns in addition to your personal return?
Yes
No
Please share any concerns about your old tax preparer (check all that apply):
Unresponsive
Work is often late
Frequent errors
Does not provide tax reduction strategies
Too expensive
What are your biggest tax concerns?
Submit
Should be Empty: