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.
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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.
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