CONTACT INFORMATION

First Name *

Last Name *

Email *

Phone *

What state(s) will you be filing in? *

What best describes what you need help with right now? Select one option.

I’m ready to file my current-year tax return

I need help filing multiple-year returns

I have never filed taxes before

I received an IRS or state notice/letter

I’m not sure what I need yet I would like to speak with someone

I just have questions before filing

I need help navigating the client portal

Do you already have a tax preparer with Pearson Financial Services? (Select one option.)

Yes, I am already working with a specific preparer

No, I am new and need to be assigned a preparer

If yes, please select your preparer: (Only complete this section if you selected “Yes” above.)

Keshmere Pearson

Shana Williams

Dominique Sherwood

Is this your first time filing taxes?

Yes

Do you have self-employment, 1099, or business income?

Yes

Have you received an IRS or state notice in the past?

Yes

Do you have any unfiled or late tax returns from prior years?

Yes

Would you prefer live Zoom support during your tax preparation?

Yes

Are you interested in credit repair support in addition to tax services? This is optional and separate from tax preparation.

Yes, I’d like to improve my credit

Maybe, I’d like more information

No, tax services only

How would you like to pay for tax preparation services? Eligibility applies.

Deduct fees from my tax refund (if eligible)

Pay upfront (card, ACH, or pay-in-4 options available)

Important Confirmation

All services are 100% virtual

Some consultations and walkthroughs may require payment

I understand I will receive a secure client portal invitation to complete my next steps

I agree to receive text messages and emails from Pearson Financial Services regarding my inquiry, services, and account updates. Message and data rates may apply. Reply STOP to opt out.