Customer Waitlist Form

Waitlist Form

Join the waitlist for updates and next available service.

Full Name

First NameLast Name

Email Address

example@example.com

Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

Preferred Contact Method

New or Existing Customer?

Filing Type

Additional Comments (optional)

Waitlist Agreement & Notice

By submitting this form, you are securing your spot on our waitlist for the upcoming tax season. Submission of this form does not establish a formal client relationship or guarantee tax preparation until official onboarding is completed. When our intake window opens, you will receive an invitation via email with instructions to complete our secure portal setup and submit your tax documents.