Start Your Tax Service Request

Tell us a little about your tax situation so the Tax Boss Pros team can identify the correct next step.

After submitting this request, you will receive a secure detailed tax intake form by email and text message.

Submitting this request does not confirm service acceptance, final pricing, refund amount, or filing eligibility.

SECTION 1: CONTACT INFORMATION

♙ First Name *

♙ Last Name *

☎ Phone Number *

✉ Email Address *

Preferred Contact Method *

Text Message

Phone Call

Communication Consent *

I agree to receive transactional text messages and emails from Tax Boss Pros regarding my service request, secure intake form, missing documents, appointments, signatures, payments, and tax-return updates. Message and data rates may apply. Reply STOP to opt out of text messages.

SECTION 2: CLIENT AND SERVICE INFORMATION

Are you a new or returning Tax Boss Pros client? *

Select an option

What service do you need? *

Individual Tax Return

Self-Employed or Schedule C Tax Return

Business Tax Return

Prior-Year Tax Return

Amended Tax Return

IRS or State Tax Notice Review

Tax Planning or Consultation

I Am Not Sure Yet

Which tax year or years do you need help with? *

2025

2024

2023

2022

Earlier Tax Year

Multiple Years

Not Sure

22022

Have you already filed the return for the selected tax year? *

Yes

Not Sure

Do you have self-employment or business income? *

Yes

Not Sure

Did you receive an IRS or state tax notice? *

Yes

SECTION 3: FILING SITUATION

What was your marital status on December 31 of the tax year? *

Select an option

Do you have dependents you may be eligible to claim? *

Select an option

Which state or states are connected to your return? *

Briefly describe what you need help with *

SECTION 4: TIMING AND PREFERENCES

When would you like to begin? *

Select an option

Do you currently have your tax documents available? *

Select an option

How did you hear about Tax Boss Pros? *

Select an option

Who referred you? *

Your Driver's License or State ID *

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Are you interested in credit-repair services? (Credit repair is a separate optional service provided through Finance Boss Pros.)

Yes, Send Me Information

I understand that this is an initial tax-service request. I will receive a separate secure intake form by email and text message to provide detailed tax information and upload documents.