Tax Year 2025

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Pricing/Late Fees/CollectionsSection 29. Miscellaneous

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Terms and Conditions* This field is required.Tax Year 2025

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RatesTax Year 2025

*Information only, please select next*

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Rates ExampleBase Rate Example. *Fees will vary based on the clients needs.*

Federal Rate: $150

State Rate: $52

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Discount RatesTax Year 2025

Referral Program (receive $25 per referral, up to 4 people). *Each referral receives $25 off as well.* To receive the discount, new clients MUST enter who referred them in the In-Take form.

Welcome Aboard...New Clients* (5% discount)

Military (10% discount)

Bookkeeping Clients (15% discount)

Retirees (10% discount)

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Would you still like to proceed with Tax Preparation?* This field is required.Tax Year 2025

YESNO

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Type of Client* This field is required.

New Client

Returning Client

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Find out your Discount Rate!Scratch & Validate

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Are you Active or Veteran Status?(This includes Reserve Service Members)

YESNO

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Do you have your prior year Tax Return?

YESNO

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Tax Year Preparation Request* This field is required.

Multiple selections allowed*

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Has any of the listed information changed from the previous tax year?* This field is required.Select all that apply*

Filing Status

Mailing Address

Email Address

Bank Information

Phone number

Occupation

N/A

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Select Filing Status * This field is required.

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Form RequirementsPlease have the following information readily available*

Address

Email

Occupation

Phone Number

Bank Information (Direct Deposit)

Drivers License (Photo/Upload)

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Name* This field is required.

First Name

Last Name

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Do you have Dependents?* This field is required.

YESNO

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Number of Dependents * This field is required.

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Address

Street Address

Street Address Line 2

City

State / Province

Postal / Zip Code

Country

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Occupation

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Phone Number

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Email

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Your Driver's License or State Id

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Name

First Name

Last Name

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Occupation

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Phone Number

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Email

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Spouse Driver's License or State Id

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Are you a business owner?

YESNO

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Do you have a Business Name?

YES

NO

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Enter your Business Name.

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Do you have an EIN?

YES

NO

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Enter your EIN.

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How would you like to receive your refund?* This field is required.

Direct Deposit

Pre-Paid Debit Card

Paper Check

Other

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ROUTING NUMBER* This field is required.

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ACCOUNT NUMBER* This field is required.

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Please download for cross reference purposes.*Returning Clients are not required to submit prior year returns or SSN's*

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Referred By?(Enter who referred you to receive your discount)

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Would you like to schedule a Virtual Meeting?*In-person visits are limited. For more information please call 844-934-5697.*

YESNO

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Appointment Schedule

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Questions or Comments

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Portal AccessTax Year 2025 Folder

Please bookmark for future reference*

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Portal AccessTax Year 2025 Folder

Please bookmark for future reference*

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Signature* This field is required.

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Date* This field is required.

Date