Tax Preparation Inquiry
Tell me about your tax situation. I’ll review your request and email you with pricing and next steps within one business day. Do not enter Social Security numbers, banking information, or upload tax documents here. Submitting this form does not reserve an appointment or guarantee filing by a deadline.
Contact Information
Full name
*
First Name
Last Name
Email address
*
example@example.com
Phone number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Have you worked with Clear Path Financials before?
*
Yes, I’m a returning client
No, I’m a new client
Your Tax Situation
Which states did you live or work in during the tax year?
*
What types of income did you have? Select all that apply.
*
W-2 employment
Self-employment, freelance, or gig work
Rental property
Investments or cryptocurrency
Retirement or Social Security
Other
Not sure
What do you need help with?
*
Filing my 2025 tax return
Filing a prior-year return
Amending a previously filed return
I’m not sure
Which tax year or years do you need help with?
*
Was an extension filed for your 2025 tax return?
*
Yes
No
I’m not sure
Are your tax documents ready?
*
Yes, everything is ready
Some documents are missing
I need help figuring out what I need
Have you received any IRS or state tax notices, or had a refund taken to pay a debt?
*
Yes
No
I’m not sure
Getting Started
How would you prefer to pay your preparation fee?
*
Pay directly
Discuss an installment plan
Pay from my refund, if available
I’d like to discuss my options
How did you hear about Clear Path Financials?
*
Please Select
Instagram
Google
Referral
Website or Linktree
Local group or event
Other
Who referred you?
Is there anything else you’d like me to know?
Please confirm
*
I understand Clear Path Financials will review my request and contact me with pricing and next steps. My tax return will be prepared and filed separately from this inquiry.
Send My Request
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