Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Name (Please Enter Your Legal Name) *FirstLastPhone Number *Email *Legal Trust Name *How did you hear about us? *What year did you last file your tax return in? (Example: TY24, TY25, TY26) *Do you need a second opinion on a return already submitted/filed?YesNoIf Yes, we'd have to recreate a return as it was exactly filed; please select the type of tax documents and number of those documents to receive an estimate for this service.Please enter how many tax documents you have for each category below Income:1099 Consolidated *1099 DIV shortened (1-2 pages) *1099 NEC/MISC *1099 INT *1099 R * (in 1099 you How many Federal K1s do you have? *How many States (total) are on your K1s that you need to file in? *Business:If you own a business and you are registered as a Single Member LLC or Sole Proprietor Sch C Complex (more than five rows on your financial reports) *If you own a business and you are registered as a Single Member LLC or Sole Proprietor Sch C Simple (five rows or less on your financial reports) *Rentals:How many Rental Properties do you have? This will go on Sch E (need financial reports) *How Many Rental Properties did you sell (in the year us to start preparing your tax return)? *How many Rental Properties did you purchase? (in the year us to start preparing your tax return)? *Deductions:1098 mortgage *Property Taxes *(how many properties are you paying property tax for that aren't through your mortgage loan lender/escrow that will show on your 1098 Mortgage)Form 1116 *(if income in foreign country; need to provide us with foreign tax return)FBAR *(if you have foreign bank account statements; you'll need to provide these to us)Write in any other tax source documents that are not included above: *Are you interested in receiving Tax Planning? *YesNoThis is for tax planning to prepare for current and upcoming tax years to maximize a tax returnSubmit
