Tax Services Interest Form

Thanks for your interest in Refuge Financial Services tax preparation and advisory services. Please answer just a few questions below to help us determine how best we can help you.
Full Name*

First NameLast Name
E-mail*
example@example.com
State*

Street Address

Street Address Line 2

City

Zip Code
Phone Number*
How did you hear about us?*
Individual (W-2 only)Individual with investments or rental propertyBusiness owner (LLC / S-Corp / Partnership)Creator / influencer / online businessReal estate investorOther
Individual (Form 1040)Partnership (1065)S-Corporation (1120-S)C-Corporation (1120)Multiple yearsNot sure yet
Current year onlyCurrent year + 1 prior yearMultiple prior yearsNot sure
Rental real estateBusiness ownership changesStock options or RSUsCryptocurrency activityMultiple K-1sAsset sales or dispositionsForeign bank accounts or foreign incomeMulti-state filingNone of the above
Yes, all prior years are filedNo, one or more prior years are unfiledNot Sure
Should be Empty:

Thanks for your interest in Refuge Financial Services tax preparation and advisory services. Please answer just a few questions below to help us determine how best we can help you.