Tax Client Spot Reservation Form
Name
*
First Name
Last Name
Email
*
example@example.com
Phone
*
Please enter a valid phone number.
Format: (000) 000-0000.
New or Returning Client ?
*
Please Select
New
Returning
If You Are a New Client , How Did You Hear About Us ?
Please Select
Facebook
Instagram
TikTok
Lemon8
Apartments
Car Dealership
Surgery Center
Dentist Office
Restaurants
Referred by a Friend/Family
Were you referred? If so , dropped the name below :
*
What additional services are you interested in?
Please Select
Credit Blast
Bookkeeping
Business Formation
N/A
Are You Waiting On Your Documents ?
*
Please Select
Yes
No
What Documents Do You Have or Waiting On ?
*
Please Select
W2/1099
Self Employed
Both
Unsure
Do you have one or more dependents age 17 and under?
Yes
No
Do you plan on applying for a taxpayer cash advance loan up to $7,500 starting January 2nd?
Yes
No
Are you interested in the turkey give a way ?
Yes
No
Our headquarters office is located in Jacksonville , FL & Dallas, Tx ? Do you understand that if you are not local or do not wish to come in, your service will be completed virutally?
*
Yes
Are you interested in becoming a referral agent and earning up to $100 per successful referral?
*
Please Select
Yes
No
Please acknowledge that you understand this is just a spot reservation form and you are under no obligation to file with Opulent Trust Financial, if you so choose.
*
Please Select
Yes, I understand
Submit
Should be Empty: