Tax Preparation Service
Everybody needs a tax strategy, regardless of your income level. Whether you're a business owner or head of household, our team will handle your returns with care and confidentiality. Tell us more about your tax situation below.
First Name
Last Name
Email
Phone Number
Address
Select the service(s) you need below:
Select an option
Personal Tax Return Only (only complete the personal section of this form)
Business Tax Return Only (only complete the business section of this form)
Both Personal & Business Tax Returns (complete entire form)
How did you hear about us?
Select an option
Infinity Accounting Website
Instagram
Facebook
Web Search
Referral
If you were referred, let us know who referred you so we can thank them!
Which do you prefer?
Select an option
Let's start now!!
I would like a discovery call first.
Discovery Calls:
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PERSONAL TAX RETURN SECTION
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What is your filing status?
Select an option
Single
Head of Household
Married Filing Jointly
Married Filing Separately
Qualifying Widower
What type of income do you and/or your spouse receive? Select ALL that apply.
Paycheck as W2 Employee
Self Employed 1099
Unemployment
Investment/Retirement
Give us a quick run down of your personal situation. Select ALL that apply.
I need to file this year PLUS prior year tax returns.
I want my tax prep fees to come out of my refund.
I have dependents and dependent care expenses.
I made a 401k withdrawal last year.
I bought or sold investments last year.
I bought or sold a home last year.
Anything else we need to know about your personal tax situation?
BUSINESS TAX RETURN SECTION
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Company's Legal Name
What is your business structure?
Select an option
Sole Proprietorship, no LLC
Sole Proprietorship-LLC
C-Corporation
S-Corporation
Non Profit
I have no idea
What does your business do? What products and/or services do you sell?
Do you want us to help with other tax filings? (sales tax, quarterly estimated taxes etc)
Select an option
Yes, handle all of my taxes!!
No, just my income taxes
What accounting system do you use?
Quickbooks
Spreadsheets
I don't have a system yet, help me!!
What is the status of your books now?
Select an option
Current and ready for tax filing
My books are ok, not completely ready for tax filing
My books are a mess, help me!!
Give us a quick run down of your business. Select ALL that apply.
My business is less than 1 year old.
My accounting systems need work or are non-existent.
I need an accountant and bookkeeper to help get my business in order.
I have an accountant or bookkeeper but looking for a new one.
I'm willing to make financial investments in my business.
I'm willing to provide information requested in a timely manner.
I need to file this year PLUS prior year returns.
I need to create an LLC instead of using my social.
Anything else we need to know about your business tax situation?
We want to file your taxes but also educate you on your tax position and offer ways for you to win in business and in your personal life. If we agree to work together, are you prepared to make the investment in our services?
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Let's get started!
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