Client Application & Tax Preparation Request Form

Client Application & Tax Preparation Request Form

Submit your secure request and we’ll contact you about next steps—please don’t include sensitive tax identifiers.
Please read: Do not enter Social Security Numbers, bank account details, or sensitive tax identifiers on this form. This initial request is for contact and service assessment only.
Full Name

First NameLast Name
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email Address
example@example.com
Preferred Contact Method
State of Residence
Tax Year Needing Service
Service Requested

Other
Filing Status
Are you a first-time or returning client?
What types of income do you have?

Other
Approximate Number of Dependents
Briefly describe the assistance you need
Who Refer you?
How did you hear about us?
Signature
Should be Empty: