🎄 POWERHOUSE HOLIDAY TAX SPECIAL 🎁

SAVE $100 ON BASIC TAX PREPARATION!

Regular Price: $250
Holiday Special: $150

Promotion: November 7 – December 31, 2026

To secure this promotional rate, you must complete your tax intake form and pay the $150 preparation fee in full on the same day, no later than December 31, 2026.

This promotion applies to eligible basic individual tax returns only. Schedule C, S Corporation, C Corporation, partnership returns, and additional tax services are excluded. Additional applicable fees may apply.

Tax preparation and filing will take place during the applicable 2027 filing season.

I understand that the $150 Holiday Tax Special applies to eligible basic individual tax returns only. Additional forms and services may cost extra. To secure this rate, I must complete my intake form and pay $150 in full on the same day, no later than December 31, 2026.

TAX PREPARATION SERVICES

Which tax preparation services do you need?

Federal and Louisiana State Tax Returns

Federal Tax Return Only

Federal and Multiple State Tax Returns

Not Sure — Need Assistance

Did you live or work in another state during 2026?

Yes

Are you requesting preparation of any prior-year tax returns?

Yes

PERSONAL & CONTACT INFORMATION

Tax Year *

Filing Status

Are You Claiming Dependents?

First Name

Last Name

Phone *

Email *

Date of birth

Taxpayer Social Security *

Address

Street Address

Country

State

City

Postal Code

SPOUSE INFORMATION

DEPENDENT INFORMATION

Upload ID, License, Taxpayer, Spouse or Dependent Social Security

Click to upload

INCOME INFORMATION

DEDUCTIONS & TAX CREDITS

ADDITIONAL TAX INFORMATION

Do you have a copy of your most recently filed tax return? *

Yes

Did you make estimated federal or state tax payments during 2026? *

Yes

Did you receive any IRS or state tax notices? *

Yes

Have you filed a federal income tax return before? *

Yes

Did you experience any major life changes during 2026 that you have not already reported? *

Yes

Is there anything else we should know about your 2026 tax situation?

Upload any Additional Information

Click to upload

CLIENT DISCLOSURE & ACKNOWLEDGMENT

By submitting this form, I acknowledge and agree to the following:

Accuracy of Information: I certify that the information I provide is accurate and complete to the best of my knowledge. I understand that I am responsible for providing all necessary tax documents and reporting all applicable income.
Holiday Promotional Rate: The $150 promotional preparation fee applies only to eligible basic individual tax returns. Additional schedules, forms, state returns, or services may result in additional charges, which will be disclosed before the additional work is performed.
Payment Terms: To secure the promotional rate, I must complete this intake form and pay the $150 preparation fee in full on the same day, no later than December 31, 2026. Submission of this form alone does not secure the promotional rate.
Tax Preparation: My 2026 tax return will be prepared during the 2027 filing season after the required documentation has been received and reviewed.
Electronic Communication: I consent to receiving service-related communications and documents electronically through the secure methods provided by Powerhouse Finance & Tax Services LLC.
Filing Authorization: I understand that completing this intake form does not authorize Powerhouse Finance & Tax Services LLC to electronically file my tax return. Separate review, approval, and any required IRS or state authorization forms must be completed before filing.

By signing below, I acknowledge that I have read and understand these disclosures.

Taxpayer Signature *

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