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Shepherdstown, WV Tax Preparation Services

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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.

Name

First

Last

Email

Best Contact Number

Please enter the best contact number to reach you.

Filing Status

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

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

Please list the amount of businesses you had in the prior year if any.

from your

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?

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.

We are running a promotion for 15% discount for Nurses. Please confirm that you are a nursing professional.

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Referred By:

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Active Duty Military & Govt Employee Tax Preparation Signup Form

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Name

First

Last

to tax this

Email

Best Contact Number

Please enter the best contact number to reach you.

Filing Status

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

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

Please list the amount of businesses you had in the prior year if any.

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?

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.

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.

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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.

Name

First

Last

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.

Contact Best

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.

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Sign Up For Partnership/S Corp Tax Preparation

Profit Edge Tax Advisory Service Intake Form

Step 1 of 5

Section 1: Contact Information

Main Contact Name

First

Last

Main Contact Email

Email

Confirm Email

Main Contact Phone

Preferred Contact Method

Sign Up For Partnership/S Corp Tax Preparation

Baltimore, MD Tax Preparation Services

First and Last Name

First

Last

First and Tax

Phone Number

Email Address

State

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

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Sign Up For Partnership/S Corp Tax Preparation

LLC & S-Corp Tax Filing WV 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.

Name

First

Last

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.

Number select taxes

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.

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Fill in the answer to confirm you are a human.

Sign Up For Partnership/S Corp Tax Preparation

Truck Driver & Owner-Operator 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.

Name

First

Last

us? If State

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.

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Fill in the answer to confirm you are a human.

Sign Up For Partnership/S Corp Tax Preparation

Real Estate 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.

Name

First

Last

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.

State like you

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Gig Workers & 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.

Name

First

Last

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.

personal file like

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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Fill in the answer to confirm you are a human.

Sign Up For Partnership/S Corp Tax Preparation

Contractors 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.

Name

First

Last

Email

Name of Business

Enter the name of your business

Best entity 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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Fill in the answer to confirm you are a human.

2025 Business Tax Prep Early Enrollment

Early enrollment for 2025 business tax preparation

Name

First

Last

Business Name

Enter the name of your business

Email

Business State

Provide the state your main business is located.

Best Mobile Contact Number

Please enter the best contact number to reach you.

Select your Business Entity Structure

Approximate annual gross income for 2025

my understand also

Do you have any employees?

Did you use bookkeeping software?

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.

I Understand

I understand I will receive secure portal access for uploading my tax documents closer to tax season.

I Understand

Referred by someone?

Please enter a name if you were referred by someone through our referral program. If not, leave blank.

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Free Tax & Profit Scan

Profit Edge Free Tax & Profit Scan

Start Your Free Tax & Profit Scan

Name

First

Last

Name of Business

Enter the name of your business

Email

Business State

Provide the state your main business is located.

Best Contact Number

Please enter the best contact number to reach you.

Select your Business Entity Structure

Revenue Range

Select your estimated revenue range for the current year.

Bookkeeping System

Select the bookkeeping system you are currently using.

Referred Email your

Biggest Challenge

Improve Cashflow
Lowering Taxes
Boosting Profitability
Not Sure Yet

Select any of the challenges that currently resonate with you.

I understand this is a complimentary Tax & Profit Scan and does not obligate me to purchase services.

I Understand

Referred by someone?

Please enter a name if you were referred by someone through our referral program. If not, leave blank.

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Free Tax Savings Snapshot

Sign Up For Partnership/S Corp Tax Preparation

Tax Preparation Signup Form Partnership/S Corp

Fill out the form to set up a chat with us. We would love to discuss our tax preparation service with you.

Name

First

Last

like Code: Email

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

Select all 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.

Promo Code:

Received a promo code? Enter it here so we can apply any discounts.

Sign Up For Tax Preparation

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.

businesses from plan

Name

First

Last

Email

Best Contact Number

Please enter the best contact number to reach you.

Filing Status

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

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

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?

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. Select "I Acknowledge" during onboarding. If you choose refund transfer, the deposit will be waived.

Referred By:

Were your referred by someone? If so, please put their full name. If not, leave blank.

Promo Code:

Received a promo code? Enter it here so we can apply any discounts.

Claim your free partnership or s corporation voucher!

Claim your free voucher!

JC Tax Services | Tax Preparation + Tax Advisory

Schedule your tax preparation with us.

Section 1: Contact Information

Section 2: Business Information and Revenue Range

Section 3: Goals, Pain Points, and Services

Section 4: Scheduling

Section 5: Consent