2026 Priority Client List
It’s almost tax time, let’s make it simple!Fill out this short form to get started with Vested Finance Co. Whether you’re a returning client or new this year, this helps us understand your situation and match you with the right tax professional. Everything you share is protected and used only to prepare your return.
Customer Details:
Full Name
*
First Name
Last Name
Phone Number
*
E-mail
*
example@example.com
How did you hear about us?
Please Select
Social Media
Referral
Google Search
Return Client
Other
Please Specify
Will you receive a W-2 this year?
Yes
No
Unsure
Are you self-employed?
Yes
No
Contract/Independent Worker
Will you claim any dependents?
Yes
No
Unsure
We offer different refund methods, please select any you would be interested in learning more about.
Refund Advance
Paper Check
Direct Deposit
This form helps us get to know you and prepare for the upcoming tax season. After completion you are now on the priority list for contact in January. It’s not a commitment if you choose not to move forward, just let us know. No hard feelings!
I understand
I DO NOT understand
Submit
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