• The Financial Literacy Circle

    Tax Appointment & Client Intake

  • Thank you for choosing The Financial Literacy Circle for your tax preparation needs. Please complete this form to request your tax appointment and provide basic information about your tax situation. Final pricing is based on the forms, schedules, and complexity of your return.

  • CONTACT INFORMATION

  • Format: (000) 000-0000.

  • Preferred Contact Method

  • How would you prefer to be contacted?*

  • TAX SERVICE NEEDED

  • Which tax service do you need?**
  • Have you filed a tax return before?*
  • Will you be filing with a spouse?*

  • Tell Us About Your Tax Situation

    Which of the following apply to your tax situation? Select all that apply.
  • Which of the following apply to your tax situation? Select all that apply.*
  • Which tax documents do you expect to receive? Select all that apply.*

  • Schedule Your Tax Appointment

  • How would you like to meet?*
  • Select your preferred appointment date and time*

  • ALMOST DONE!

    Please review the information below before submitting your appointment request. Your appointment is not finalized until you receive a confirmation.
  • How did you hear about The Financial Literacy Circle?

  • Final confirmation

  • Should be Empty: