PRESEASON VIP LIST
Get Ready. Get Organized. Get Your Refund Right.
Customer Details:
Full Name
*
First Name
Last Name
Phone Number
*
Format: (000) 000-0000.
E-mail
example@example.com
Which best describes your filing status?
Single
Head of Household
Married Filing Separately
Married Filing Jointly
Qualifying Surviving Spouse
Did you have a major life change this year? Select all that apply.
New baby
Marriage/Divorce
Bought a home
Started a business
Changed jobs
Started school
Moved
Other
How did you file your last tax return?
Filed my own taxes using online software
Used a tax professional
Did not file
When do you plan to file your taxes in 2027?
As soon as Top Tier Refunds opens on January 2
January
February
March or later
Not sure
Would you like to receive preseason tax tips, reminders, and special offers?
Yes
No
Who is your preferred Top Tier Refunds tax professional? Type their name in the box. If no preferred tax professional, type Anyone Available in the box.
PUT ME ON THE VIP LIST
Should be Empty: