Tax Perks – Tax Planning & Preparation Assessment
Let's make your next tax decision a more informed one. Tell us a little about yourself, your current situation, and what you'd like help with. Your answers will help us understand your needs and determine the most appropriate next step with Tax Perks.
SECTION 1: CONTACT INFORMATION
First name
*
Last name
*
Email address
*
example@example.com
Best phone number
Please enter a valid phone number.
Format: (000) 000-0000.
State or country where you live
*
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Washington, D.C.
Outside the United States
SECTION 2: YOUR CURRENT SITUATION
Which best describes you?
*
W-2 employee or salaried professional
Self-employed or freelancer
Small business owner
Gig worker or delivery driver
Real estate or rental property owner
Investor or high-income professional
Retired or approaching retirement
Multiple income sources
Other
Not sure
What type of help are you looking for?
*
Individual tax preparation
Self-employed or gig-worker tax preparation
Small business tax services
Tax planning
Business tax strategy
Rental property tax matters
Tax-saving opportunities
Retirement-related tax planning
General tax questions
Not sure; I need guidance
SECTION 3: YOUR GOALS
What is your biggest tax-related concern right now?
*
My tax bill was higher than expected
I want to plan ahead for future taxes
My business or self-employment income is growing
I need help understanding deductions and eligible credits
I received an unexpected tax bill or tax notice
I need help getting organized for tax filing
I want to understand my tax options
Other
Not sure
What is your approximate annual household or business income?
Under $50,000
$50,000–$99,999
$100,000–$149,999
$150,000–$249,999
$250,000 or more
Prefer not to say
What would you most like to accomplish by working with Tax Perks?
SECTION 4: PREFERRED FOLLOW-UP
How would you prefer that we contact you?
*
Email
Phone call
Text message
When would you like to get started?
*
As soon as possible
Within the next 30 days
I am planning ahead
I am just exploring my options
SECTION 5: PRIVACY AND SUBMISSION
I understand that this form is for initial inquiries only. I will not submit Social Security numbers, tax documents, bank details, or other sensitive personal information here.
*
I understand
I agree to receive occasional Tax Perks news, educational updates, and service announcements by email. I understand that I can unsubscribe at any time.
I agree
I agree to receive text messages from Tax Perks LLC regarding tax preparation services, appointment reminders, and client service updates. Message frequency varies. Message and data rates may apply. Consent is not a condition of purchasing services.
I agree
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