TAX PREPARATION APPOINTMENT FORM

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Name
First Name
Last Name
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Email
example@example.com
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Phone Number
Area Code
Phone Number
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ARE YOU INTERESTED IN TAX ADVANCE?
YESNO
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What Type of Income Do you Have?/ Que tipo de ingreso tiene?
W2
1099 CONTRACTOR
SCHEDULE C
SIDE HUSTLE
1099-RETIRED
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Do You want to include audit assistance?Did you want to add audit assistance?
YES
NO
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Do you need help with CREDIT REPAIR?
YESNO
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Additional ServicesIf you need any additional services please check yes or no for each category!
YES
NO
Are you interested in a free virtual Tax Business work from home Opportunity??
YES
NO
Do you need an LLC?
YES
NO
Do you need Business Credit?
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Referral InformationWho Referred You?
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W2 Employee Upload Documents HereW2, Drivers License or State ID, Social Security Cards, Birth Certificate or Last Year Tax Return, Unemployment 1099-G, 1099, 1099R, 1099B, 1098E, 1098T, Marketplace Health Insurance form.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
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Schedule C, Self Employment, Side HustlesI need the following categorized. INCLUDE THE FOLLOWING Expenses and Total Income, Rent, Lights, Water, Gas, Cell, Wifi Supplies, Advertisement, Logo, Business cards, Travel, Food Entertainment and any other expenses you paid for during the calendar year.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
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Hello, This is Akilah Shanay! Thank you for choosing me as your Tax Preparer! I appreciate your support of my business and wanted to send you a few reminders! Starting January 2nd, 2023, I will have advances available up to $7k upon approval! Please remember to gather all of your documents and submit them on this form immediately to be considered for this advance. Remember you can also file and refer others and receive an incentive for your referrals. Thank you for being the best part of Akilah Shanay Financial Services!
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Type a questionAny questions please submit them below !
Should be Empty: