VIP Tax Client Information Form

VIP Tax Client Information Form

Please provide the following details to receive personalized, expedited tax services.
Welcome to EXQUISITE Tax Services! As a VIP client, we aim to provide you with priority tax services. Please complete the form below so we can serve you better and more efficiently. We will begin filing on January 2nd, 2026. IRS will begin accepting returns January 26th!
Select Preparer
Full Name

First NameLast Name
Date of Birth

MonthDayYear
Full SSN
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Are you a returning client?
Referred by:
Tax Filing Status

Would you like to pay your prep fee from your refund or upfront?
Preferred Contact Method
Best Time to Contact:
By submitting this form, you are requesting early access to filing services with Exquisite Tax Services. Your spot is not guaranteed until your documents are reviewed and approved. All documents submitted are encrypted and stored securely.
Signature
Date

MonthDayYear
Date
Should be Empty: