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Start Your Tax Prep
Please complete this short intake form so I can learn how to best assist you. This is not the full tax application — just a quick way to get started.
First name
*
Last name
*
Email
*
Phone
*
How do you file?
*
W-2 Employee
1099/Contractor/Gig Worker
Both W-2 & 1099
Small Business/LLC
Other
Did you have any dependents in 2024?
*
Relationship Status
*
Single
Married
Head Of Household
Prefer Not To Say
What are you filing this year?
*
Federal Return
State Return
Business Return (Schedule C)
Not Sure
Have you filed taxes before?
*
Yes
No (First Time Filing)
How can I help you this year? (examples: “I’m a 1099 nurse with multiple contracts.”; “I need help filing my LLC.”; “Just basic W-2 filing."; “I had a new baby and need credits.”)
*
Submit
Schedule Your Consult
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