2025 Tax Client Interest Form

2025 Tax Client Interest Form

We carefully review every submission and prioritize clients who align with the areas we specialize in. If your goals are a match, we’ll follow up with next steps and a quote.
Name*

First NameLast Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
How did you hear about us? (Google, Instagram, Referral, etc)*
Do you expect to owe money with your tax return this year?*
What is your filing status for 2025?*

SingleHead of HouseholdMarried Filing JointlyMarried Filing Separately
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)*
What is your total projected 2024 federal tax withholding from those W2 earnings?*
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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If you own a business, what is your total projected 2024 business revenue?*
If you own a business, what is your total projected 2024 business expenses?*
Did you make any Federal Estimated Tax Payments to the IRS this year? If so, what was the total amount you paid this year?*
How many dependents will you be claiming on your tax return?*
How many of those dependents are over the age of 16?*
Please check all that apply for 2024*

Purchased a new homePurchased an investment propertySold a home or investment propertyI am an S-Corp ownerI am an S-Corp owner and need my reasonable wage calculated by CharlesI have self-employed health insuranceI contributed to a retirement accountGot MarriedGot DivorcedHad a babyStarted a businessSold stocks or cryptoTook out money from my retirementOne of my dependents started collegeNew Mailing addressNew direct deposit account for tax refundNone of the above
Please select all that apply*

Seeking 2024 Federal Tax PrepOwn a businessMy business has gross revenue (before expenses) of $100,000 or moreI have a W2 jobRental income receivedOwn an S-CorpOwn a PartnershipLooking for Tax Advisory Services throughout the yearI use QuickBooks Online for my businessI 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)*
Please list anything else we should know about your taxes for 2024/2025*
Should be Empty: