Client Reservation Form
Full Name
*
First Name
Middle Name
Last Name
Phone Number
*
Please enter a valid phone number.
Email
*
Confirmation Email
Preferred Contact Method
Call
Text
Email
How will we file your return?
Individual (1040)
Self-Employed/Schedule C
Business (1120/1120S/1065)
Not sure - please advise
Expected documents, Please mark all that apply.
W-2
1099-NEC/1099-K
SSA-1099
1098-T
1098-E
1098-Mortgage
Childcare
HSA
Other
Are you interested in a refund advance?
Yes
No
Preferred Appointment Window / Mark all that apply
Weekday AM
Weekday PM
Saturday
Virtual or by phone
How did you hear about us?
Please Select
Facebook
Instagram
TikTok
Friend/Family
Returning Client
Other
Referred By
Notes for your Preparer
Consent & Acknowledgement
*
I confirm the information provided is accurate to the best of my knowledge. I authorize DEMESATYA Financial Services to contact me about 2025 tax preparation services by phone, text, or email. I understand this is a reservation/waitlist - not a final engagement - until I sign the engagement letter and share required documents.
Please verify that you are human
*
Save
SUBMIT
Should be Empty: