Unique Consultants Group Exclusive Client Waitlist Form!
At Unique Consultants Group, we believe tax preparation should be more than just filing forms it should be strategic, rewarding, and stress-free. By joining our exclusive VIP waitlist, youll receive personalized guidance from certified tax professionals to help maximize your refund, with clients qualifying for an additional $500-$5,000+ in refunds or savings. Every client still receives priority booking for expert tax preparation, Refund Advance Loans of up to $7,500 (starting January 2nd), accurate and compliant filings tailored to their situation, and dedicated support throughout tax season. Qualifying clients will also receive a complimentary vacation voucher, with luxury getaways designed to help you relax stress-free after tax season. Spots are limited and so are the rewards so join the VIP waitlist today and elevate your tax experience with Unique Consultants Group.
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
How did you hear about us?
*
What type of tax filing do you need help with?(Ex: Individual, Business/Self-Employed, Both Individual+Business, or Not Sure/Need Guidance?):
What is your filing status for this tax year?
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Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Widow(er)
Other
What challenges are you facing with your taxes this year?
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Confusing Forms/ Paperwork
Missed Deductions/ Credits
Previous Audits/ IRS Issues
I Don't Know Where To Start
Other
Which types of income did you have in the past year? (Select all that apply)
*
Wages/Salary (W-2)
Self-Employment Income
Unemployment Income
Retirement/Pension
Investment Income (Dividends/Interest)
Rental Income
Other
What is your biggest goal for your taxes this year?
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Maximize my refund ($500-$5,000+)
Avoid mistakes & audits
Simplify the filing process
Save money on future taxes
Other
Do you want priority access to exclusive tax strategies that can increase your refund by hundreds or even thousands?
*
Yes, I want VIP access!
Not at this time
Do you have any dependents to claim?
*
Yes
No
Please list your dependents (if any). Include full name, relationship, and date of birth for each dependent.
Do you have any tax documents ready to share?(Uploading your W-2s, 1099s,1098-Ts, 1095-A (MARKETPLACE INSURANCE) PROFIT & LOSS -EINS - LLCS - PRIOR YEAR RETURN IF AVAILABLE.)
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Drag and drop files here
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How would you like me to reach you?
*
Email
Text/SMS
Phone Call
Have you filed taxes before?
*
Yes
No
Do you have all necessary tax documents ready (such as W-2s, 1099s, etc.)?
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Yes
No
Is there anything else we should know about your tax situation?
REFERRAL PROGRAM 💸
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How did you hear about us?
Friend/Referral
Instagram
Facebook
TikTok
Google
Other
Referral Name? (First & Last name of the person that referred you)
Referral Phone Number?
Referral Cash App/Zelle/Venmo/Paypal
Referral Agreement ( By signing I understand referral payouts are issued after my tax return is filed and accepted, and payouts range from $25-$100 per successful referral.)
Disclaimer!
By signing below, I acknowledge that: I am providing accurate and complete information for the purpose of preparing my tax return. I authorize UNIQUE CONSULTANTS GROUP to prepare and electronically file my federal and/or state tax returns. I understand that l am responsible for reviewing my return before it is submitted. I consent to the use of my information for the purpose of preparing and filing my taxes only. I understand that any fees for services rendered are non-refundable once the return is filed. Referral Disclaimer:Referral bonuses are paid only after the client's tax return is successfully completed and accepted. Referral bonuses are not guaranteed for incomplete, rejected, or withdrawn filings.
Signature of Agreement
Your VIP Spot is Secured!
Thank you for submitting your info! I'll personally review your situation and reach out within 24-48 hours. Get ready to maximize your refund and file with confidence clients have received $500-$5,000+ in extra refunds or savings working with me.
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