Yes, I reviewed your fees and process and I’m ready to be a client. Please set me up with a portal and organizer. Name * First Name Last Name Email * Phone * (###) ### #### How did you hear about us? * A friend said you were the best. I found you online. I can't remember. Other If you were referred by a friend, who was it? Do you expect a refund this year? * Yes, a big one! I should be about even. No, sadly I expect to owe. Yikes! I am scared about how much I owe. Please check all that apply. * My taxes are pretty straight forward. I own a business. I have business partners. I use QuickBooks. I have employees. I have at least one rental property. I have multiple rental properties. I have IRS issues. I have HUGE IRS issues. What specific issues would you like to discuss with your tax pro? Thank you so much for contacting us, we are excited to work with you!You will receive a separate email within two business days with an invitation to your secure client portal and a request to complete your 2022 tax organizer. Once you complete your organizer and upload your tax documents we will start your return and you will hear from your tax preparer soon.As a reminder here is a link to our tax preparation process.Feel free to reach out with any questions.
