Client Registration (2023 Tax Year & Prior)

Welcome! We're so glad you're joining us for tax season!

Please complete the form below to register as a tax client.

Have a question about our tax services? Please CLICK HERE to message us BEFORE signing up, or click the back button to return to the services page.

Once this form is complete, you'll be redirected to our Client Agreement for review & signature. Reminder: a $100 deposit is required before we start working on your file; this deposit will be applied to your final tax services invoice.

Once your registration form + deposit is processed, you'll receive an automatic email invite to your Client Portal to access your tax resources.

Let's get those taxes FILED! 💪🏻

First Name*

Last Name*

Date of Birth YEAR-MM-DD*

Primary Email*

Name of Spouse (if Applicable) *Note: they will require their own registration if requiring tax services

Mailing Address*

Primary Phone

Pronouns

Tax Support Requested (Select All That Apply)*

If you have self-employed/business income, what is your primary industry/industries? i.e. E-commerce, Acting, Consultant, etc.

How did you hear about our services?