Client Inquiry & Appointment Request

Client Inquiry & Appointment Request

Submit your request and preferred contact details—Shawnta The Taxologist will follow up to discuss next steps and scheduling.
Before You Begin
About You
Full legal name

First NameLast Name
Preferred name
Email address
example@example.com
Mobile phone
Please enter a valid phone number.Format: (000) 000-0000.
Preferred contact method
City
State
Best time to contact you
Are you a new or returning client?
Tax Service Request
Tax year(s) needing assistance
Filing status
What type of return or situation best describes your request?

Other
Do you have dependents to discuss?
Have you already filed for the requested tax year?
Briefly describe the help you need. Please do not include sensitive tax or personal details.
Appointment Preferences
What are you requesting?
Preferred appointment format
Preferred days
Preferred time windows
Preferred appointment date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Additional Information
How did you hear about Shawnta The Taxologist?
Questions or comments
Acknowledgments
I confirm that the information I provided is accurate to the best of my knowledge.
I understand that this form is only a request for services and that Shawnta The Taxologist will contact me to discuss next steps.
I agree to receive appointment reminders and service-related text messages. This consent does not include marketing messages.
Should be Empty: