Section 1-Basic Contact Details:

First Name *

Last Name *

Phone *

Email *

Section 3- Tax Year Situation

Which tax year do you need help with?

How would you best describe your income?

Do you have dependents?

Yes

Not sure / would like to discuss

Did you file taxes last year?

Yes, with a tax preparer

Yes, I filed on my own

No, I did not file

Did you receive any IRS letters or notices?

Yes (I received a letter or notice)

If yes, briefly describe the IRS letter or notice.

Section 4- Preferences & Notes

How would you prefer to receive your refund?

Direct deposit

Mailed check

Not sure yet

Anything else you’d like us to know about your tax situation?

Section 5- Consent & Acknowledgements

Accuracy Confirmation

I confirm the information I’ve provided is true and accurate to the best of my knowledge.

I agree to be contacted by Pearson Financial Services via email, phone, or SMS regarding my tax inquiry.

I understand this form is for an initial consultation only and does not start formal tax preparation or create a client-preparer relationship.