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Filing a dependents
Name
First
Last
Type of Service
Individual Tax Return (1040)
Self-Employed / Schedule C
Business Return (LLC / S-Corp / C-Corp / Partnership)
Tax Planning / Estimated Taxes
Are you a new or returning client?
New client
Returning client
Not sure
Prefer not to say
What tax items apply to you? (Select all that apply)
W-2 income
1099 / contractor income
Self-employment / business income
Rental property income
Filing status (best estimate)
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Number of dependents (if any)
Anything we should know before your consultation?
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