2027 VIP CLIENT LIST
Let's get you ready for tax season! Join my VIP client list for early booking updates, helpful reminders, and the information you need to file with confidence.
Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Preferred Contact Method
Email
Text
Phone
Have you filed with Nicole before?
Yes
No
Services of Interest
Tax filing
Self employment
Prior-year returns
Tax review
What types of income do you expect?
W-2 employment
Self-employment/1099/gig work
Unemployment
Retirement
Social security
Rental or investment income
Did your tax or household situation change this year?
*
Please Select
No major change
Marriage/divorce
New child/dependent
Dependent/custody change
New job/multiple jobs
Started/closed business
Moved states
Home purchase/sale
Retirement withdrawl
If changed, briefly explain
Referral Source
Please Select
Facebook
Instagram
Business
Friend/family
Referred by Name
Anything else you want us to know before tax season?
I understand that Nicole serves hundreds of clients and that VIP communication, early opportunities, priority slots, advance products, and appointment availability are limited and first come, first served. Joining does not guarantee an appointment, priority service, a quote, tax preparation acceptance, a refund advance, or any product.
*
I acknowledge and agree
By signing below I confirm that I am 18 years of age
*
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