• Welcome Taxpayers!

    I’m so glad you chose Scaling Seven Figures - Tax & Financial Services for your tax preparation needs — I truly appreciate the opportunity to work with you. This form is the first step in preparing your tax return accurately and efficiently. Please complete all sections to the best of your ability and provide complete and accurate information. You will receive your personalized tax preparation quote within 2 hours of submitting this form. If you experience any issues completing the form or have questions along the way, feel free to call or text me directly at 832-213-9147. I’m happy to help.

  • Client Engagement Form

  • Date of Birth*
     - -
  • Format: (000) 000-0000.
  • Filing Status*
  • Do you have any dependents?*
  • Do you or anyone else receive Financial Aid for any of your listed dependents such as Social Security, WIC, Medicaid, SNAP, TANF, or Section 8 Housing?
  • Are you delinquent on any of these payments?*
  • Upload a File
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  • Upload W2 Files
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  • Upload SS Card
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  • Upload SS Cards
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  • Upload ID
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  • Did you attend school this year?
  • Upload 1098T
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  • Do you have Health Insurance through the marketplace?*
  • Upload 1095A
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  • Do you have or have you started a business?*
  • What is the structure of your business?
  • Are you applying for the refund advance loan?*
  • How would you like to receive your tax refund?*
  • Should be Empty: