VIP Client Form
Customer Details:
Full Name
*
First Name
Last Name
Phone Number
*
Format: (000) 000-0000.
E-mail
example@example.com
Numbers of Dependents
*
Estimated Income
*
Preferred Contact Method
*
Email
Phone
Text
All of the Above
Service Type
*
Tax Consultation
Tax Preparation
Tax Filling Assistance
What Is Your Expected Filing Status?
*
Single
Married Filing Join
Married Filing Separately
Head Of Household
Qualifying Widow(er)
Do You Run A Small Business Or Earn Income From Self-Employment?
*
YES, I have a small business or side hustle
NO, I only have W-2 income
Please specify tax concerns:
Please include any additional information that may be helpful to us.
Were you Referred to us? If yes, who referred you?
I agree to be contacted when a spot is available for tax filling assistance.
*
YES
Thank you for considering Castillo Financial Services this season, we look forward to working with you.
Submit
Should be Empty: