• 2027 VIP Tax Waitlist | Premium Financial Advisors ✈️🌴

    Become a VIP client today! Join our 2027 VIP Tax Waitlist for tax-season updates, booking information, exciting giveaways, and exclusive perks.
  • YOUR 2027 VIP PERKS ✈️🌴

  • $1,000 Cash Giveaway iPhone 18 Giveaway 50-inch TV Giveaway Rent or Mortgage Paid — Up to $1,500 Complimentary Trip for Every VIP Client Weekly Giveaways Starting February 2027 And So Much More! NEW CLIENTS GET $50 OFF THEIR TAX PREPARATION FEE. Everyone who signs up for the VIP waitlist will be entered into the giveaways. Entry does not guarantee a prize. Official rules and drawing details will be provided separately. Trip redemption details, availability, and any applicable taxes or fees will be provided separately.
  • Contact Information

  • Format: (000) 000-0000.
  • New or Returning PFA Client*
  • Preferences and Referral Info

  • Preferred Contact Method
  • YOUR TAX SEASON CHECKLIST — 2026 TAX DOCUMENTS

  • Photo ID Social Security cards or ITIN documentation for taxpayer/spouse/dependents W-2s and all applicable 1099s Last year's tax return if available Dependent details and applicable residency/support records Childcare provider details and payment records if applicable Form 1095-A if Marketplace coverage applies IRS IP PIN for each person issued one Self-employment income, expenses, receipts, and mileage records if applicable Applicable education forms, student-loan interest, mortgage interest, property tax and donation records Bank routing/account information if choosing direct deposit Gather these for your secure tax appointment. Do not submit Social Security numbers, banking details, or tax documents through this waitlist.
  • Timeline and Agreements

  • When do you expect to be ready to file?
  • Should be Empty: