Balance the Bag: VIP LIST

Balance the Bag

Reserve Your Spot
You’ve officially stepped into the season of ease, money moves, and stress-free taxes. As one of our VIPs, you’re first in line for exclusive perks, early access, updates on cash advances up to $7,500, and your FREE vacation when you file with us this season.

Just answer the few questions below to secure your spot on the list. You deserve a tax pro who makes sure your taxes (and your peace) shows up on time.
Name*

First NameLast Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
New or Returning Client?*
Do you have one or more dependents age 17 and under?*

Yes -1 dependentYes -2 dependentsYes -3 or more dependentsNo Dependents
Do you plan on applying for a taxpayer cash advance loan up to $7,500 starting January 2nd?*

YesNo
Do you understand that our service is completed virtually by Zoom/Client portal and email?*

YES
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