Tax Snapshot & Monitoring Enrollment
Share your contact details and preferences so Solstice can confirm eligibility and next steps for your Tax Snapshot and monitoring.
Clients must enroll and schedule by January 31, 2027 to use this promotion. First 10 qualifying clients who file with Solstice receive complimentary Tax Snapshot + Tax Monitoring. After the first 10 promotional spots are taken, $25 secures a spot through January 31, 2027, and can be applied toward filing services. This is not free after the first 10. After the promotion ends, Tax Snapshot and Monitoring remain available for an additional fee as part of tax-planning services to review the client's tax situation; Solstice confirms pricing before enrollment.
Full name
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First Name
Last Name
Email address
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example@example.com
Mobile phone
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Please enter a valid phone number.
Format: (000) 000-0000.
Preferred contact method
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Email
Phone call
Text
Do you plan to file your upcoming taxes with Solstice?
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Yes, I’m already a client
Yes, I’m a new client
I’m interested but have questions
I only want to ask about monitoring
What would you like help understanding?
My current tax situation
IRS notices or account activity
Taxes I may owe
Prior-year filing concerns
Planning for the upcoming tax year
I’m not sure yet
Anything else you’d like us to know?
I understand this form is a request to enroll. Solstice will confirm eligibility, availability, and next steps. IRS transcript access or monitoring will begin only after the required separate authorizations are completed. Submitting this form does not automatically enroll me or secure a promotional spot.
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I understand this form is a request to enroll. Solstice will confirm eligibility, availability, and next steps. IRS transcript access or monitoring will begin only after the required separate authorizations are completed. Submitting this form does not automatically enroll me or secure a promotional spot.
I agree that Solstice Financial Services may contact me about this enrollment request using the contact information provided.
*
I agree that Solstice Financial Services may contact me about this enrollment request using the contact information provided.
REQUEST TAX MONITORING
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