VIP FORM
**for internal use only-- this form is to only be used by partners of [ACCURATE EXPRESS TAX SERVICE] Team**
Taxpayer Name
*
First Name
Last Name
Email
*
example@example.com
PHONE
*
Please enter a valid phone number.
Format: (000) 000-0000.
WHAT TYPR OF INCOME DO YOU FILE
*
W2 INCOME
SOCIAL SECURITY
SELF EMPLOYMENT
1099NEC/1099K/1099R
Other
LAST TIME YOU FILEDTAX YEAR
*
2024
2023
2022
DID YOU RECIEVE YOR REFUND LAST YEAR?
YES
NO
DO YOU HAVE STUDENT LOANS?
YES
NO
ADDITIONAL SERVICES YOU NEED
*
HOUSING
EMPLOYMENT
CREDIT REPAIR
TRANSPORTATION ASST
LIFE INSURANCE
Other
Acknowledgements
*
We Open for the season Dec 1st please make sure you start uploading your docs to the Client Portal. Holiday Loans Start Dec 15th 2025. We will reach out to Set your appointments.
Acknowledgements
*
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