2025 Tax Client Interest Form

Name* This field is required.

First Name

Last Name

Email* This field is required.

example@example.com

Phone Number* This field is required.

Please enter a valid phone number.

How did you hear about us? (Google, Instagram, Referral, etc)* This field is required.

What is your 2025 filing status?* This field is required.

Single

Head of Household

Married Filing Jointly

Married Filing Separately

How many dependents will you be claiming on your tax return(s)?

Which best describes your expected household income for 2025?* This field is required.

Do you own a Business?* This field is required.

YESNO

What type?* This field is required.

Sole Proprietorship

Single Member LLC

Partnership

S-Corp

C-Corp

What Accounting Software do you use for your business?* This field is required.

QuickBooks Online

Xero

Excel Spreadsheet

Other

Do you own any Real Estate?* This field is required.

YESNO

How many properties do you own?* This field is required.

3 or more

Which of these apply to you? (Select all that apply)* This field is required.

Active in a stock brokerage account

Active in cryptocurrency

Neither

Are you interested in Advisory Services throughout the year to lower your tax bill?* This field is required.

YESNO

Do you expect to owe money with your tax return this year?

Did you have a W2 job in 2024? If so, what is your total projected W2 earnings for 2024? Please provide the total amount(s) BEFORE taxes for you and your spouse (not the "net pay" amount after deductions)* This field is required.

What is your total projected 2024 federal tax withholding from those W2 earnings?* This field is required.

If you own a business, what is your total projected 2024 business expenses?* This field is required.

Did you make any Federal Estimated Tax Payments to the IRS this year? If so, what was the total amount you paid this year?* This field is required.

How many of those dependents are over the age of 16?* This field is required.

Please check all that apply for 2024* This field is required.

Purchased a new home

Purchased an investment property

Sold a home or investment property

I am an S-Corp owner

I am an S-Corp owner and need my reasonable wage calculated by Charles

I have self-employed health insurance

I contributed to a retirement account

Got Married

Got Divorced

Had a baby

Started a business

Sold stocks or crypto

Took out money from my retirement

One of my dependents started college

New Mailing address

New direct deposit account for tax refund

None of the above

Please select all that apply* This field is required.

Seeking 2024 Federal Tax Prep

Own a business

My business has gross revenue (before expenses) of $100,000 or more

I have a W2 job

Rental income received

Own an S-Corp

Own a Partnership

Looking for Tax Advisory Services throughout the year

I use QuickBooks Online for my business

I use excel or another accounting software for my business

If you own a business, please provide your legal business name and business type (Sole Proprietorship, LLC, S-Corp, C-Corp, Partnership)* This field is required.

Please list anything else we should know about your tax situation

Please provide a copy of your most recently filed federal tax return (Optional, but helps us provide a more accurate quote)

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