LATZ Legacy Group LLC — Request for Tax Quote
Share your tax situation and document counts so we can estimate preparation fees and follow up securely.
Client & Contact Information
Client Type
*
New Client
Returning Client
Taxpayer Name
*
First Name
Middle Name
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email Address
*
example@example.com
State of Residence
*
Preferred Contact Method
Phone
Email
Text Message
Tax Profile & Filing Basics
Tax year(s) needing preparation
*
2025
2024
2023
2022
2021
Other
Estimated filing status
*
Please Select
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Surviving Spouse
Unsure
Do you have dependents?
*
Yes
No
Approximate number of dependents
Approximate total number of tax documents
*
Income Sources
Number of W-2s
*
1099-NEC Forms
1099-MISC Forms
1099-K Forms
1099-INT Forms
1099-DIV Forms
1099-R Forms
SSA-1099 Forms
Unemployment Forms
Other 1099 Forms
Do you have self-employment or business income?
*
Yes
No
Number of businesses
Is your bookkeeping organized?
Organized
Unorganized
Do you have rental property income?
*
Yes
No
Deductions, Notices & Special Situations
Will you itemize deductions or have major deductions?
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Yes
No
Do you have any prior-year unfiled tax returns?
*
Yes
No
How many prior years are unfiled?
Have you received any IRS or state notices?
*
Yes
No
Do you need an amended return?
*
Yes
No
Do you need state returns prepared?
*
Yes
No
Which state(s) are needed?
Special situations
K-1 income
Farm income
Foreign income or accounts
Casualty loss
Adoption
Home sale
Retirement distributions
Other complexity
Anything else we should know for your quote?
Document Upload & Contact Preferences
Document upload instructions
Upload redacted or non-sensitive documents
Upload a File
Drag and drop files here
Choose a file
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Best time to contact you
Hour Minutes
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PM
AM/PM Option
How did you hear about LATZ Legacy Group?
Please Select
Referral
Search engine
Social media
Website
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Other
Additional notes or questions
Acknowledgment, Consent & Signature
Quote Disclaimer
Typed Name / Signature
*
First Name
Last Name
Date
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Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
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