Tax Service Intake Form

First Name *

Last Name *

Phone *

Email *

2. What best describes your current situation? *

I want someone to prepare and file my taxes for me

I want to understand my tax situation and get advice

I’m looking for a long-term tax professional

I’m shopping and comparing options

I need help ASAP

I'm exploring for next year

4. What income types apply to you? (Select all that apply) *

If you chose "Other income" above, please specify below:

5. Do you have children or dependents? *

Yes

If yes, how many

If you chose "Other" above, please specify below:

7. Anything else you want me to know before we get started?

By checking this box, I consent to receive transactional messages related to my account, orders, or services I have requested. These messages may include appointment reminders, order confirmations, and account notifications among others. Message frequency may vary. Message & Data rates may apply.Reply HELP for help or STOP to opt-out.

By checking this box, I consent to receive marketing and promotional messages, including special offers, discounts, new product updates among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.