JC Tax Services | Tax Preparation + Tax Advisory
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Secure compliance comfortably with expert tax guidance.
About
About JC Tax Services.
Tax Preparation
Tax preparation services
Pricing
Pricing details for our services
Other Services
Other services to include tax planning, prior year tax reviews, and w4 withholding paycheck checkups.
Prior Year Tax Review
Prior year tax review services.
W-4 Paycheck Checkup
W4 Paycheck checkup services
Tax Consultation
Tax consultation services to take into account tax planning for individuals, businesses, and w4 withholding.
Industries
Cleaning/Janitorial
Serving cleaning companies in their need for tax preparation and year round planning.
Contractors
Event Planner
Lawncare
Photography
Plumbing
Electrician
Home-Based Business
FAQ
Frequently asked questions about our company and about taxes.
Contact
Reach out to our company regarding any questions or services.
Blog
Check out our latest articles and posts to stay well informed.
Resources
Tax and Financial Resources
Start Here – Get Your Taxes Done Remotely & Easily
JC Tax Services Federal and State Tax Planner
Shepherdstown, WV Tax Preparation Services
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pricing? Preparation and
First and Last Name
*
First
Last
Phone Number
*
Email Address
*
Have you filed with a professional before?
*
— Select Choice —
Yes, I usually work with a tax professional
No, I’ve used software or filed myself
This is my first time filing with a professional
Are you comfortable with professional tax preparation pricing?
*
— Select Choice —
Yes, I understand pricing depends on complexity
I’m mostly price-shopping
When do you want your return completed?
*
— Select Choice —
As soon as possible
Within 2-3 weeks
Before the deadline
Whatever you have in your schedule options before the deadline
Required Acknowledgments
*
I agree to Remote Virtual Tax Preparation Services
I understand incomplete documents delay processing
I understand pricing depends on complexity and my return is prepared once all documents are received
Agreement to $100 deposit personal and $250 for business returns (1065,1120,1120S only)
*
I agree to the $100 deposit personal and $250 for business returns
Next
Who is this return for?
*
Individual / Family
Self-employed / 1099
Small Business (LLC, S-Corp, Partnership, Nonprofit)
Which apply to you?
*
W-2 income
1099 / Self-employed income
Rental Property
Investment income
Multi-state income
Dependents
Prior-year unfiled returns
Own an LLC, S-Corp, or Partnership
Business Tax Preparation Services
*
Schedule E (Rental property)
Business return 1065
Business return 1120
Business return 1120S
Schedule C (Single Member LLC, Sole Proprietor)
States involved
*
WV
MD
PA
VA
DC
Other
Did anything change this last tax year?
*
Ex. New job, new business, moved, purchased home, got married, new dependent, etc.)
Preferred communication
*
— Select Choice —
Secure portal messages
Email
Text
Custom Captcha
*
=
Fill in the answer to confirm you are a human.
Submit
x
Hagerstown, Maryland Tax Preparation Services
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First and Last Name
*
First
Last
$100 Phone Custom
Phone Number
*
Email Address
*
Have you filed with a professional before?
*
— Select Choice —
Yes, I usually work with a tax professional
No, I’ve used software or filed myself
This is my first time filing with a professional
Are you comfortable with professional tax preparation pricing?
*
— Select Choice —
Yes, I understand pricing depends on complexity
I’m mostly price-shopping
When do you want your return completed?
*
— Select Choice —
As soon as possible
Within 2-3 weeks
Before the deadline
Whatever you have in your schedule options before the deadline
Required Acknowledgments
*
I agree to Remote Virtual Tax Preparation Services
I understand incomplete documents delay processing
I understand pricing depends on complexity and my return is prepared once all documents are received
Agreement to $100 deposit personal and $250 for business returns (1065,1120,1120S only)
*
I agree to the $100 deposit personal and $250 for business returns
Next
Who is this return for?
*
Individual / Family
Self-employed / 1099
Small Business (LLC, S-Corp, Partnership, Nonprofit)
Which apply to you?
*
W-2 income
1099 / Self-employed income
Rental Property
Investment income
Multi-state income
Dependents
Prior-year unfiled returns
Own an LLC, S-Corp, or Partnership
Business Tax Preparation Services
*
Schedule E (Rental property)
Business return 1065
Business return 1120
Business return 1120S
Schedule C (Single Member LLC, Sole Proprietor)
States involved
*
WV
MD
PA
VA
DC
Other
Did anything change this last tax year?
*
Ex. New job, new business, moved, purchased home, got married, new dependent, etc.)
Preferred communication
*
— Select Choice —
Secure portal messages
Email
Text
Custom Captcha
*
=
Fill in the answer to confirm you are a human.
Submit
x
Charles Town, West Virginia Tax Preparation Services
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Step
1
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First and Last Name
*
First
Last
Phone Number
*
Email Address
*
Have you filed with a professional before?
*
— Select Choice —
Yes, I usually work with a tax professional
No, I’ve used software or filed myself
This is my first time filing with a professional
Are you comfortable with professional tax preparation pricing?
*
— Select Choice —
Yes, I understand pricing depends on complexity
I’m mostly price-shopping
When do you want your return completed?
*
— Select Choice —
As soon as possible
Within 2-3 weeks
Before the deadline
Whatever you have in your schedule options before the deadline
Required Acknowledgments
*
I agree to Remote Virtual Tax Preparation Services
I understand incomplete documents delay processing
I understand pricing depends on complexity and my return is prepared once all documents are received
Agreement to $100 deposit personal and $250 for business returns (1065,1120,1120S only)
*
I agree to the $100 deposit personal and $250 for business returns
Next
your Preferred a
Who is this return for?
*
Individual / Family
Self-employed / 1099
Small Business (LLC, S-Corp, Partnership, Nonprofit)
Which apply to you?
*
W-2 income
1099 / Self-employed income
Rental Property
Investment income
Multi-state income
Dependents
Prior-year unfiled returns
Own an LLC, S-Corp, or Partnership
Business Tax Preparation Services
*
Schedule E (Rental property)
Business return 1065
Business return 1120
Business return 1120S
Schedule C (Single Member LLC, Sole Proprietor)
States involved
*
WV
MD
PA
VA
DC
Other
Did anything change this last tax year?
*
Ex. New job, new business, moved, purchased home, got married, new dependent, etc.)
Preferred communication
*
— Select Choice —
Secure portal messages
Email
Text
Custom Captcha
*
=
Fill in the answer to confirm you are a human.
Submit
x
Frederick, Maryland Tax Preparation Services
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Did preparation anything
First and Last Name
*
First
Last
Phone Number
*
Email Address
*
Have you filed with a professional before?
*
— Select Choice —
Yes, I usually work with a tax professional
No, I’ve used software or filed myself
This is my first time filing with a professional
Are you comfortable with professional tax preparation pricing?
*
— Select Choice —
Yes, I understand pricing depends on complexity
I’m mostly price-shopping
When do you want your return completed?
*
— Select Choice —
As soon as possible
Within 2-3 weeks
Before the deadline
Whatever you have in your schedule options before the deadline
Required Acknowledgments
*
I agree to Remote Virtual Tax Preparation Services
I understand incomplete documents delay processing
I understand pricing depends on complexity and my return is prepared once all documents are received
Agreement to $100 deposit personal and $250 for business returns (1065,1120,1120S only)
*
I agree to the $100 deposit personal and $250 for business returns
Next
Who is this return for?
*
Individual / Family
Self-employed / 1099
Small Business (LLC, S-Corp, Partnership, Nonprofit)
Which apply to you?
*
W-2 income
1099 / Self-employed income
Rental Property
Investment income
Multi-state income
Dependents
Prior-year unfiled returns
Own an LLC, S-Corp, or Partnership
Business Tax Preparation Services
*
Schedule E (Rental property)
Business return 1065
Business return 1120
Business return 1120S
Schedule C (Single Member LLC, Sole Proprietor)
States involved
*
WV
MD
PA
VA
DC
Other
Did anything change this last tax year?
*
Ex. New job, new business, moved, purchased home, got married, new dependent, etc.)
Preferred communication
*
— Select Choice —
Secure portal messages
Email
Text
Custom Captcha
*
=
Fill in the answer to confirm you are a human.
Submit
x
Chambersburg, Pennsylvania Tax Preparation Services
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Step
1
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First and Last Name
*
First
Last
Phone Number
*
Email Address
*
Have you filed with a professional before?
*
— Select Choice —
Yes, I usually work with a tax professional
No, I’ve used software or filed myself
This is my first time filing with a professional
Are you comfortable with professional tax preparation pricing?
*
— Select Choice —
Yes, I understand pricing depends on complexity
I’m mostly price-shopping
When do you want your return completed?
*
— Select Choice —
As soon as possible
Within 2-3 weeks
Before the deadline
Whatever you have in your schedule options before the deadline
Required Acknowledgments
*
I agree to Remote Virtual Tax Preparation Services
I understand incomplete documents delay processing
I understand pricing depends on complexity and my return is prepared once all documents are received
Agreement to $100 deposit personal and $250 for business returns (1065,1120,1120S only)
*
I agree to the $100 deposit personal and $250 for business returns
Next
last Preferred
Who is this return for?
*
Individual / Family
Self-employed / 1099
Small Business (LLC, S-Corp, Partnership, Nonprofit)
Which apply to you?
*
W-2 income
1099 / Self-employed income
Rental Property
Investment income
Multi-state income
Dependents
Prior-year unfiled returns
Own an LLC, S-Corp, or Partnership
Business Tax Preparation Services
*
Schedule E (Rental property)
Business return 1065
Business return 1120
Business return 1120S
Schedule C (Single Member LLC, Sole Proprietor)
States involved
*
WV
MD
PA
VA
DC
Other
Did anything change this last tax year?
*
Ex. New job, new business, moved, purchased home, got married, new dependent, etc.)
Preferred communication
*
— Select Choice —
Secure portal messages
Email
Text
Custom Captcha
*
=
Fill in the answer to confirm you are a human.
Submit
x
Winchester, Virginia Tax Preparation Services
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Step
1
of 2
First and Last Name
*
First
Last
Phone Number
*
Email Address
*
Have you filed with a professional before?
*
— Select Choice —
Yes, I usually work with a tax professional
No, I’ve used software or filed myself
This is my first time filing with a professional
Are you comfortable with professional tax preparation pricing?
*
— Select Choice —
Yes, I understand pricing depends on complexity
I’m mostly price-shopping
When do you want your return completed?
*
— Select Choice —
As soon as possible
Within 2-3 weeks
Before the deadline
Whatever you have in your schedule options before the deadline
Required Acknowledgments
*
I agree to Remote Virtual Tax Preparation Services
I understand incomplete documents delay processing
I understand pricing depends on complexity and my return is prepared once all documents are received
Agreement to $100 deposit personal and $250 for business returns (1065,1120,1120S only)
*
I agree to the $100 deposit personal and $250 for business returns
Next
Who is this return for?
*
Individual / Family
Self-employed / 1099
Small Business (LLC, S-Corp, Partnership, Nonprofit)
Which apply to you?
*
W-2 income
1099 / Self-employed income
Rental Property
Investment income
Multi-state income
Dependents
Prior-year unfiled returns
Own an LLC, S-Corp, or Partnership
Number Tax Address
Business Tax Preparation Services
*
Schedule E (Rental property)
Business return 1065
Business return 1120
Business return 1120S
Schedule C (Single Member LLC, Sole Proprietor)
States involved
*
WV
MD
PA
VA
DC
Other
Did anything change this last tax year?
*
Ex. New job, new business, moved, purchased home, got married, new dependent, etc.)
Preferred communication
*
— Select Choice —
Secure portal messages
Email
Text
Custom Captcha
*
=
Fill in the answer to confirm you are a human.
Submit
x
Martinsburg, West Virginia Tax Preparation Services
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Step
1
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First and Last Name
*
First
Last
Phone Number
*
Email Address
*
Have you filed with a professional before?
*
— Select Choice —
Yes, I usually work with a tax professional
No, I’ve used software or filed myself
This is my first time filing with a professional
Are you comfortable with professional tax preparation pricing?
*
— Select Choice —
Yes, I understand pricing depends on complexity
I’m mostly price-shopping
When do you want your return completed?
*
— Select Choice —
As soon as possible
Within 2-3 weeks
Before the deadline
Whatever you have in your schedule options before the deadline
Required Acknowledgments
*
I agree to Remote Virtual Tax Preparation Services
I understand incomplete documents delay processing
I understand pricing depends on complexity and my return is prepared once all documents are received
Are Did
Agreement to $100 deposit personal and $250 for business returns (1065,1120,1120S only)
*
I agree to the $100 deposit personal and $250 for business returns
Next
Who is this return for?
*
Individual / Family
Self-employed / 1099
Small Business (LLC, S-Corp, Partnership, Nonprofit)
Which apply to you?
*
W-2 income
1099 / Self-employed income
Rental Property
Investment income
Multi-state income
Dependents
Prior-year unfiled returns
Own an LLC, S-Corp, or Partnership
Business Tax Preparation Services
*
Schedule E (Rental property)
Business return 1065
Business return 1120
Business return 1120S
Schedule C (Single Member LLC, Sole Proprietor)
States involved
*
WV
MD
PA
VA
DC
Other
Did anything change this last tax year?
*
Ex. New job, new business, moved, purchased home, got married, new dependent, etc.)
Preferred communication
*
— Select Choice —
Secure portal messages
Email
Text
Custom Captcha
*
=
Fill in the answer to confirm you are a human.
Submit
x
Falling Waters, WV Tax Preparation Services
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Step
1
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First and Last Name
*
First
Last
Phone Number
*
Email Address
*
Have you filed with a professional before?
*
— Select Choice —
Yes, I usually work with a tax professional
No, I’ve used software or filed myself
This is my first time filing with a professional
Are you comfortable with professional tax preparation pricing?
*
— Select Choice —
Yes, I understand pricing depends on complexity
I’m mostly price-shopping
When do you want your return completed?
*
— Select Choice —
As soon as possible
Within 2-3 weeks
Before the deadline
Whatever you have in your schedule options before the deadline
Required Acknowledgments
*
I agree to Remote Virtual Tax Preparation Services
I understand incomplete documents delay processing
I understand pricing depends on complexity and my return is prepared once all documents are received
Agreement to $100 deposit personal and $250 for business returns (1065,1120,1120S only)
*
I agree to the $100 deposit personal and $250 for business returns
Next
Who is this return for?
*
Individual / Family
Self-employed / 1099
Small Business (LLC, S-Corp, Partnership, Nonprofit)
Which apply to you?
*
W-2 income
1099 / Self-employed income
Rental Property
Investment income
Multi-state income
Dependents
Prior-year unfiled returns
Own an LLC, S-Corp, or Partnership
Business Tax Preparation Services
*
Schedule E (Rental property)
Business return 1065
Business return 1120
Business return 1120S
Schedule C (Single Member LLC, Sole Proprietor)
States involved
*
WV
MD
PA
VA
DC
Other
Did anything change this last tax year?
*
Ex. New job, new business, moved, purchased home, got married, new dependent, etc.)
Preferred communication
*
— Select Choice —
Secure portal messages
Email
Text
Custom Captcha
*
=
Fill in the answer to confirm you are a human.
returns Single change
Single Line Text
Submit
x
Nurses Tax Preparation Signup Form
Fill out the form to set up a chat with us. We would love to discuss our tax preparation service with you.
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Name
*
First
Last
Email
*
Best Contact Number
*
Please enter the best contact number to reach you.
Filing Status
*
Single
Head of Household (filing w/ dependent)
Married Filing Jointly
Married Filing Separately
Qualified Widower
Please select your filing status to the best of your ability for the prior year.
How many W2s? If married, count employers from both spouses
*
1
2
3+
Please enter the approximate amount of W2s you will have for the prior year.
How many businesses? If married, count businesses from both spouses that have income/expenses
*
0
1
2
3+
Please list the amount of businesses you had in the prior year if any.
If you had a business, please select the business entity you used.
Sole Proprietorship
Single Member LLC
Multi-Member LLC (Partnership)
S Corporation
Select all of the different types of business entities you had for the prior year.
Filing Any of the Following?
Investments (1099-B, 1099-DIV)
Interest (1099-INT)
Rental Income/Expenses
Select any of the following if you are filing any of these forms for the prior year.
How do you plan to pay your tax prep fee?
*
Refund Transfer – have it deducted from refund (additional $62.90 refund transfer fee)
Invoice – invoiced through secure portal
Choose your payment method for the tax prep fee: If you select refund transfer and it doesn’t go through, you’ll receive an invoice to settle the payment.
$100 Deposit to Sign Up
*
I Acknowledge
New clients: A $100 deposit is required and will be credited to your final invoice.
We are running a promotion for 15% discount for Nurses. Please confirm that you are a nursing professional.
*
I Acknowledge
from had Contact
Referred By:
Were your referred by someone? If so, please put their full name. If not, leave blank.
Custom Captcha
*
=
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Submit
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Active Duty Military & Govt Employee Tax Preparation Signup Form
Fill out the form to set up a chat with us. We would love to discuss our tax preparation service with you.
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Name
*
First
Last
Email
*
Best Contact Number
*
Please enter the best contact number to reach you.
Filing Status
*
Single
Head of Household (filing w/ dependent)
Married Filing Jointly
Married Filing Separately
Qualified Widower
Please select your filing status to the best of your ability for the prior year.
How many W2s? If married, count employers from both spouses
*
1
2
3+
Please enter the approximate amount of W2s you will have for the prior year.
How many businesses? If married, count businesses from both spouses that have income/expenses
*
0
1
2
3+
Please list the amount of businesses you had in the prior year if any.
If you had a business, please select the business entity you used.
Sole Proprietorship
Single Member LLC
Multi-Member LLC (Partnership)
S Corporation
Select all of the different types of business entities you had for the prior year.
Deposit Sign running
Filing Any of the Following?
*
Investments (1099-B, 1099-DIV)
Interest (1099-INT)
Rental Income/Expenses
Select any of the following if you are filing any of these forms for the prior year.
How do you plan to pay your tax prep fee?
*
Refund Transfer – have it deducted from refund (additional $62.90 refund transfer fee)
Invoice – invoiced through secure portal
Choose your payment method for the tax prep fee: If you select refund transfer and it doesn’t go through, you’ll receive an invoice to settle the payment.
$100 Deposit to Sign Up
*
I Acknowledge
New clients: A $100 deposit is required and will be credited to your final invoice.
We are running a promotion for 15% discount for Active Duty Military & Govt Employees. You are confirming that this fits your status..
*
I Acknowledge
Referred By:
Were your referred by someone? If so, please put their full name. If not, leave blank.
Custom Captcha
*
=
Please confirm you are a human by answering correctly.
Submit
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Sign Up For Partnership/S Corp Tax Preparation
IT Contractors & Freelancers Tax Preparation Signup Form
Fill out the form to set up a chat with us. We would love to discuss our tax preparation service with you.
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Name
*
First
Last
State with Name
Email
*
Name of Business
*
Enter the name of your business
Business State
*
Provide the state your main business is located.
Best Contact Number
*
Please enter the best contact number to reach you.
If you had a business, please select the business entity you used.
*
Multi-Member LLC or LLP (Partnership)
S Corporation
Single Member LLC or Sole Proprietorship
C Corporation
Select one of the different types of business entities you had for the prior year.
Would you like to file personal taxes with us?
*
Yes, I’d like to file with you
No, I will file it elsewhere
Let us know if you would like us to file your personal taxes after the business taxes.
Referred By:
Were your referred by someone? If so, please put their full name. If not, leave blank.
Custom Captcha
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Submit
×
Sign Up For Partnership/S Corp Tax Preparation
Profit Edge Tax Advisory Service Intake Form
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Section 1: Contact Information
Main Contact Name
*
First
Last
Main Contact Email
*
Email
Confirm Email
Main Contact Phone
*
Preferred Contact Method
*
— Select Choice —
Phone
Email
Text Message
Next
Section 2: Business Information and Revenue Range
Business Name
*
Business Type
*
— Select Choice —
Sole Proprietorship
Single Member LLC
Multi-Member LLC (Partnership)
S Corporation
C Corporation
Nonprofit
Revenue Range
*
— Select Choice —
Less than 100k
100k – 250k
250k – 500k
500k – 1M
1M – 5M
Over 5M
Length of Years in Business
*
— Select Choice —
Startup – Less than 1 Year
1 – 3 Years
3 – 5 Years
5+ Years
Current Bookkeeping Status
*
— Select Choice —
Up to date and accurate
Mostly up to date
Needs cleanup
Needs full catch-up
Not sure
Previous
Next
Section 3: Goals, Pain Points, and Services
What are your top goals for tax advisory support?
*
(Examples: Reduce tax liability, understand cash flow better, prepare for growth, resolve IRS issues, improve bookkeeping, etc.)
What challenges or frustrations are you currently experiencing with your taxes or finances?
Tax Advisory Services They Are Seeking
Tax Advisory / Planning
Prior Year Tax Review
Business Tax Return Preparation
Individual Tax Return Preparation
Bookkeeping Support (Monthly, Cleanup, or Catch-Up)
Have you worked with a tax professional before?
*
— Select Choice —
Yes
No
If yes, what prompted you to look for a new provider?
*
Main interested Length
Previous
Next
Section 4: Scheduling
Are you interested in scheduling a call to discuss services?
*
— Select Choice —
Yes, schedule me
Not yet, just gathering info
Preferred Call Time
*
— Select Choice —
Morning
Afternoon
Evening
Potential Tier Interest
*
Essential Tier (Semiannual business financial and tax review, Personal and business return preparation, Tax estimation and payment guidance, IRS correspondence support)
Growth Tier (Quarterly tax strategy and projection reviews, Business and personal tax filing, Mid-year tax planning session, Ongoing deduction and compliance guidance, Priority email support)
Premium Tier (Quarterly strategy meetings and tax projections, Comprehensive business and personal filing, Year-round email and message support, Annual tax blueprint update and review, Audit-prepared recordkeeping guidance)
Mark two tiers of interest so that we can provide options for your services.
Next
Section 5: Consent
How did you hear about us?
*
— Select Choice —
Referral
Google Search
Social Media
Email Campaign
Other
Checkbox (Required)
*
“I consent to be contacted regarding tax advisory services and understand that submitting this form does not establish a client relationship.”
Custom Captcha
*
=
Fill in the answer to confirm you are human.
Previous
Submit
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Sign Up For Partnership/S Corp Tax Preparation
Winchester, VA Tax Preparation Services
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First and Last Name
*
First
Last
Phone Number
*
Email Address
*
State
*
Tax Preparation Services
*
Personal filing
Business filing
Rental Property filing
Business return 1065
Business return 1120
Business return 1120S
Small business tax planning
Agreement to Remote Virtual Tax Preparation Services
*
I agree to Remote Virtual Tax Preparation Services
Name Custom Email
Agreement to $100 deposit personal and $250 for business returns (1065,1120,1120S only)
*
I agree to the $100 deposit personal and $250 for business returns
Custom Captcha
*
=
Fill in the answer to confirm you are a human.
Submit
×
Sign Up For Partnership/S Corp Tax Preparation
Washington, DC Tax Preparation Services
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First and Last Name
*
First
Last
Phone Number
*
Email Address
*
Preparation deposit personal
State
*
Tax Preparation Services
*
Personal filing
Business filing
Rental Property filing
Business return 1065
Business return 1120
Business return 1120S
Small business tax planning
Agreement to Remote Virtual Tax Preparation Services
*
I agree to Remote Virtual Tax Preparation Services
Agreement to $100 deposit personal and $250 for business returns (1065,1120,1120S only)
*
I agree to the $100 deposit personal and $250 for business returns
Custom Captcha
*
=
Fill in the answer to confirm you are a human.
Submit
×
Sign Up For Partnership/S Corp Tax Preparation
Hagerstown, MD Tax Preparation Services
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First and Last Name
*
First
Last
Phone Number
*
Email Address
*
State
*
Tax Preparation Services
*
Personal filing
Business filing
Rental Property filing
Business return 1065
Business return 1120
Business return 1120S
Small business tax planning
Agreement to Remote Virtual Tax Preparation Services
*
I agree to Remote Virtual Tax Preparation Services
Preparation Custom personal
Agreement to $100 deposit personal and $250 for business returns (1065,1120,1120S only)
*
I agree to the $100 deposit personal and $250 for business returns
Custom Captcha
*
=
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Frederick, MD Tax Preparation Services
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Charles Town, WV Tax Preparation Services
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Baltimore, MD Tax Preparation Services
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Chambersburg, PA Tax Preparation Services
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Martinsburg, WV Tax Preparation Services
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Gig Workers WV Tax Preparation Signup Form
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LLC & S-Corp Tax Filing WV Tax Preparation Signup Form
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Truck Driver & Owner-Operator Tax Preparation Signup Form
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Gig Workers & Freelancers Tax Preparation Signup Form
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Would you like to file personal taxes with us?
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Contractors Tax Preparation Signup Form
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2025 Business Tax Prep Early Enrollment
Early enrollment for 2025 business tax preparation
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Select your Business Entity Structure
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— Select Choice —
Sole Proprietorship
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C Corporation
Did you file a Schedule C last year?
*
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No
Did you file a business return last year?
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— Select Choice —
Yes
No
Approximate annual gross income for 2025
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Do you have any employees?
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— Select Choice —
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No
Will you ensure that all W2s or 1099s are filed on time?
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— Select Choice —
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Did you use bookkeeping software?
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— Select Choice —
QuickBooks
Xero
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Would you like us also to prepare your personal return ($250+ add-on)?
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— Select Choice —
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No
I understand my deposit is non-refundable after 21 days or after my tax preparation has started and that it will be applied towards my filing fee.
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I Understand
I understand I will receive secure portal access for uploading my tax documents closer to tax season.
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Free Tax & Profit Scan
Profit Edge Free Tax & Profit Scan
Start Your Free Tax & Profit Scan
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Business State
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Best Contact Number
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Select your Business Entity Structure
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--- Select Choice ---
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S Corporation
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Revenue Range
*
--- Select Choice ---
Less Than $100K
$100K-$250K
$250K-$500K
$500K-$1M
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$5M+
Select your estimated revenue range for the current year.
Bookkeeping System
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Challenge of your
Biggest Challenge
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I understand this is a complimentary Tax & Profit Scan and does not obligate me to purchase services.
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Free Tax Savings Snapshot
Free Tax Savings Snapshot
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you tax Preparation
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Please select the services you are interested in.
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Tax Preparation
Year Round Planning
Single Tax Consultation
Prior Year Tax Review
W4 Paycheck Checkup
Tax Preparation
1040
Business filed on Schedule C
Partnership filed on 1065
S Corporation filed on 1120s
Nonprofit Filing 990
Investments
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Year Round Planning Questions
How many businesses do you have?
One
Two
Three
3+
Do you have normal withholding or are you making estimated tax payments?
Normal Withholding via W2 Job
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Tax Preparation Signup Form Partnership/S Corp
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If you had a business, please select the business entity you used.
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S Corporation
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Referred Best Promo
Would you like to file personal taxes with us?
*
Yes, I'd like to file with you
No, I will file it elsewhere
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Tax Preparation Signup Form
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Name
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Filing Status
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Single
Head of Household (filing w/ dependent)
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Qualified Widower
Please select your filing status to the best of your ability for the prior year.
How many W2s? If married, count employers from both spouses
*
1
2
3+
Please enter the approximate amount of W2s you will have for the prior year.
How many businesses? If married, count businesses from both spouses that have income/expenses
*
0
1
2
3+
Please list the amount of businesses you had in the prior year if any.
If you had a business, please select the business entity you used.
Sole Proprietorship
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S Corporation
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Filing Any of the Following?
Investments (1099-B, 1099-DIV)
Interest (1099-INT)
Rental Income/Expenses
Select any of the following if you are filing any of these forms for the prior year.
How do you plan to pay your tax prep fee?
*
Refund Transfer - have it deducted from refund (additional $62.90 refund transfer fee)
Invoice - invoiced through secure portal
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$100 Deposit to Sign Up
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I Acknowledge
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