Get Started Interest Form
Thank you for your interest! Fill out this quick form and our team will reach out soon for your free tax consultation. We’ll go over your tax situation, answer your questions, provide clear next steps, and get you set up for a smooth and stress-free tax season. No sensitive personal information is required at this stage. We’ll handle that securely later if we decide to move forward together.
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New Client
Returning Client
Legal Name
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First Name
Last Name
Best Phone Number
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Format: (000) 000-0000.
Best Email
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Current City & State
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Filing Status
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Please Select
Single
Married Filing Jointly
Married Filing Separate
Head of Household
Qualifying Surviving Spouse
Select one
Do you have dependents?
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Please Select
Yes
No
Children or others you supported
Number of Dependents
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What is your occupation?
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Type of income (check all that apply)
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W-2 Wages
Self-Employment Income (1099-NEC)
Small Business Owner (LLC or Sole Proprietor)
Unemployment Payments (1099-G)
Other
Name of business? Type of work you do?
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Did you receive... (check all that apply)
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Interest / Dividends (Form 1099-INT/1099-DIV)
Retirement / Pension Distributions (Form 1099-R)
Alimony (executed on or before Dec. 31, 2018)
None of the above
Other
When is the best time to contact you?
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morning (9a-11a)
afternoon (12p-2p)
evening (3p-6p)
What’s MOST important to you this tax season?
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Maximizing my refund
Filing accurately and on time
Understanding my return
Reducing stress
Exploring credits/deductions
How did you hear about us?
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Please Select
Facebook
Mailer
Referral
Other
Anything else you’d like us to know before our call?
Referred by:
Name
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