Get a Quote Today!Tax preparation intake form.Please enable JavaScript in your browser to complete this form.Full Name(s) *Email *Phone Number *Filing Status *SingleMarried Filing JointMarried Filing SeperateHead of The HouseHoldQualifying Widow(er)Have you filed U.S. tax returns before? *YesNoWere last year's returns filed on time? *YesNoAny unresolved IRS or state tax notices? *YesNoIf Yes to the previous questions, Please ExplainIncome Sources (Select all that apply) *W-2 (Salary/Wages)1099 (Contractor/Freelancer)Business/Self EmployedRental PropertyStock /Crypto TradingInterest/DividendsRetirement Income(401K,IRA, Pension)K-1 from Partnership and/or S-corpForeign IncomeOtherIf selected other, please provide additonal details U.S. that unresolved Foreign Investments and Assets (Select all that apply) *Foreign Bank AccountStockMutual FundsForeign Business InterestNoneDeductions and Credits (Select all that apply) *Home OfficeEducation ExpensesChildcare ExpensesMortgage InterestMedical ExpensesOtherIf selected other please specifyAdditional Services Needed (Select all that apply) *Tax PlanningBookkeepingIRS/State Tax ResolutionNo additional services at this timeDo you have any questions, concerns, or comments?Submit
