Tax Filing Pre-Intake Questionaire

This Takes About 2 Minutes.

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

Click to Select Type of Tax Return *

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) *

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.