Thank you for choosing 777 Figure Solutions. This initial consultation form will help us understand your goals and recommend the services and specialist that best fit your needs.

Your Tax Specialist *

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Full Name *

Phone *

Email *

Address *

State

Postal code

What service are you interested in *

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Tax Services

Which Year Are You Filing? *

2025

2024

2023

2022

Amended Return

Filing Status *

Single

Married Filing Seperate

Married Filing Joint

Qualifying Windower

Head of Household

Do You Have Any Dependents? *

Yes

What Best Describes Your Income?

W-2 Employee

Self-Employed

1099 Contractor

Cash Income

Retirement Income

Social Security Benefits

Unemployment

Other

Have You Already Filed Your Tax Return for This Year? *

Yes

Business Tax Services

What type of business do you operate?

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How can we assist you with your business taxes? *

Filing a Business Tax Return

Tax Planning & Strategy

IRS Notices or Tax Issues

Bookkeeping Assistance

Payroll Tax Support

Sales Tax Assistance

Other

Have you previously filed taxes for this business?

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Credit Repair

What would you like help improving with your credit? *

Increase my credit score

Remove negative items

Build credit

Review my credit report

Not sure

Have you checked your credit report within the last 12 months? *

Select an option

Life Insurance

What is your primary reason for exploring life insurance? *

Select an option

Do you currently have a life insurance policy? *

Select an option

Courses

Which course or topic are you most interested in?

Personal Finance

Business Tax

Credit

Taxes

What is your main goal for taking this course?

Example: Start a business, improve my finances, build credit, learn tax strategies.

Preferred Contact Method

How Would You Like Us To Contact You?

Phone Call

Text Message

Best Time To Contact You

Morning

Afternoon

Evening

ACKNOWLEDGMENT

By checking this box, I consent to receive non-marketing text messages from 777 Figure Solutions Headquarters LLC regarding my inquiry, appointment scheduling, and tax preparation services. Message frequency varies. Message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

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