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Business Tax Registration Form

Thank you for your interest in our Personal / Business Tax Preparation Service. Please complete the following registration form below. You will be sent access to your secure client portal to complete your tax intake form and to submit us supporting documents for your tax preparation services.

Choose Your Tax Prep Plan:*

Single Return with No Dependents or Business - $199.00

Single Return with Dependents with no Business / Self Employment -$249.00

Joint Return (Filing w/ spouse) with or without dependents with no Business / Self Employment - $299.00

Single Return with or without Dependents with a Business / Self Employment - $399.00

Joint Return (Filing w/ spouse) with or without Dependents with a Business / Self Employment - $499.00

First Name*

Last Name*

Email*

Phone*

Please check all that apply to your tax filing this tax season:

I will be claiming head of household (Document Needed: Utility Bill with Address)

I have dependents I will be claiming (Documents Needed: Social Security Card & Form of ID for everyone on return )

I got married (Documents Needed: Spouse Social Security Card & Form of Identification)

I worked a W2 job (Document Needed: W-2 forms for all jobs)

My Spouse or Dependents worked a W2 job (Document Needed: W-2 forms for all jobs)

I have a business (Documents Needed: Profit / Loss Statement (if available)

I have a house with a mortgage payment (Document Needed: Form 1048)

I went to college (Document Needed: Form 1098-T)

A dependent or spouse went to college (Document Needed: Form 1098-T)

I received Health Insurance under Affordable Care Act (Document Needed: Form 1095-A, B or C)

I have other tax documents (Gather all tax documents for review)