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All information submitted is secure and confidential.

1) What Type of Tax Return Do You Need to File?

Click to Select Type of Tax Return *

2) Which best describes your situation?

(Select All That Apply) *

W-2 only

Self-employed / 1099

Rental property

Investments / crypto

Business return

Multiple income sources

Not sure

3) Did you file your taxes last year?

(Select One) *

Yes

No

Not Sure

4) Do any of these apply? (Checkboxes)

(Check all that apply) *

Multiple states filing

Missing prior years

IRS notice or letter received

Bookkeeping not up to date

None of the above

5) How did you hear about us?

Select where you first heard of us *

6) What is your Full Name?

Your Name *

7) What is your Email Address?

Email *

8) What is your Mobile Phone Number?

Phone *

I understand this is an initial review. Full intake and document upload will be completed through a secure portal after my consultation.

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