New Client Inquiry
Tell us more about you so we can assist you best. Please note to submit responses to the best of your knowledge.
First name
Last name
Email
Phone Number
What services are you seeking?
Personal Taxes (W2)
Business Taxes (self-employment, DoorDasher, Instacart, Lyft, side hustle, Contractor, Trucker)
Tax Solution (Have a tax problem or owe taxes)
Back Taxes (Need to file past taxes)
Document Assistance (Need help getting w2 or other tax documents)
Real estate taxes (Selling or buying a home)
Consultation (Q&A)
Bookkeeping
Estimated Tax Payments
Identity Theft Victim (Suffering from Tax Fraud)
Business Formation
Select any and all that applies
I owe taxes
Myself and or a dependent I'm filing attended college/university/trade school last year
I bought a house last year
I have a side hustle
I received a letter from the IRS
I am military
I received Social Security Income last year.
I owe child support/Property tax or a debt obligation outside IRS
I file tax exempt all year (No taxes were taken out of your pay)
I pay for daycare expenses
My baby still does not have their social security card
I'm divorced
I'm newly married
I received unemployment
I'm filing dependent(s) 17 and under
I'm filing dependent(s) 18+
Tell us about your tax situation
1000
When is the best time to contact you?
Morning (8am-11am)
Afternoon (12pm-4pm)
Evening (5-8pm)
Anytime
What is your annual gross income?
None
Less than $5,000
$5,000-$15,000
$15,000-$25,000
$25,000-$35,000
$40,000 & up
Select your preferred contact method
Email
Phone Call
Text message
Upload last tax return filed
Select a File
Upload last paystub
Select a File
Upload any IRS letter(s) received
Select a File
I want to subscribe to the mailing list.
Have you already attempted to prepare your return or seeked help elsewhere?
500
I understand that estimates are not provided and I will be charged a $150 fee if I decide not to file after my preparer has begun on my return.
Submit
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