JC Tax Services | Tax Preparation + Tax Advisory
Home
Secure compliance comfortably with expert tax guidance.
About
About JC Tax Services.
Enroll Early – Business
Free Tax & Profit Scan
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
Free Tax & Profit Scan
2025 Business Early Enrollment
Get on our Tax Preparation Schedule
Schedule your tax preparation with us.
Have questions? Our team is ready to assist you. Send a text to (681) 353-5010.
Please enable JavaScript in your browser to complete this form.
Please enable JavaScript in your browser to complete this form.
Full Name
*
First
Last
Address Phone Scheduling
Email Address
*
Phone Number
*
Preferred Scheduling Date and Time
*
January 16 – January 31
February 1 – February 15
February 16 – February 28
March 1 – March 15
March 16 – March 31
April 1 – April 17
Choose a preferred two-week period for your tax preparation appointment.
Tax Prep Disclaimer
*
I acknowledge – My tax documents will be uploaded before the chosen time barring any unforeseen circumstances or a penalty may be added.
Please Acknowledge.
Submit
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.
Please enable JavaScript in your browser to complete this form.
Please enable JavaScript in your browser to complete this form.
Name
*
First
Last
Email
*
Business Business you
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
*
=
Fill in the answer to confirm you are a human.
Submit
x
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.
Please enable JavaScript in your browser to complete this form.
Please enable JavaScript in your browser to complete this form.
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.
personal Number business
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
*
=
Fill in the answer to confirm you are a human.
Submit
×
Sign Up For Partnership/S Corp Tax Preparation
Profit Edge Tax Advisory Service Intake Form
Please enable JavaScript in your browser to complete this form.
Please enable JavaScript in your browser to complete this 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
*
— 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)
are Seeking Business
Have you worked with a tax professional before?
*
— Select Choice —
Yes
No
If yes, what prompted you to look for a new provider?
*
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
×
Sign Up For Partnership/S Corp Tax Preparation
Winchester, VA Tax Preparation Services
Please enable JavaScript in your browser to complete this form.
Please enable JavaScript in your browser to complete this form.
First and Last Name
*
First
Last
Phone Number
*
Email Address
*
Phone Services Captcha
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
Washington, DC Tax Preparation Services
Please enable JavaScript in your browser to complete this form.
Please enable JavaScript in your browser to complete this form.
First and Last Name
*
First
Last
Phone Number
*
Agreement returns business
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
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
Please enable JavaScript in your browser to complete this form.
Please enable JavaScript in your browser to complete this form.
First and Last Name
*
First
Last
Virtual returns and
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
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
Frederick, MD Tax Preparation Services
Please enable JavaScript in your browser to complete this form.
Please enable JavaScript in your browser to complete this form.
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
personal (1065,1120,1120S Name
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
Charles Town, WV Tax Preparation Services
Please enable JavaScript in your browser to complete this form.
Please enable JavaScript in your browser to complete this form.
First and Last Name
*
First
Last
Phone Number
*
Email Address
*
State
*
personal Tax Name
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
Baltimore, MD Tax Preparation Services
Please enable JavaScript in your browser to complete this form.
Please enable JavaScript in your browser to complete this form.
First and Last Name
*
First
Last
Name Services 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
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.
Custom Captcha
*
=
Submit
×
Sign Up For Partnership/S Corp Tax Preparation
Chambersburg, PA Tax Preparation Services
Please enable JavaScript in your browser to complete this form.
Please enable JavaScript in your browser to complete this form.
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
Remote Tax to
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
Martinsburg, WV Tax Preparation Services
Please enable JavaScript in your browser to complete this form.
Please enable JavaScript in your browser to complete this form.
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
Name (1065,1120,1120S Tax
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
Gig Workers 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.
Please enable JavaScript in your browser to complete this form.
Please enable JavaScript in your browser to complete this form.
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.
business Captcha you
Referred By:
Were your referred by someone? If so, please put their full name. If not, leave blank.
Custom Captcha
*
=
Fill in the answer to confirm you are a human.
Submit
Gig Workers 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.
Please enable JavaScript in your browser to complete this form.
Please enable JavaScript in your browser to complete this form.
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.
Contact us? Custom
Referred By:
Were your referred by someone? If so, please put their full name. If not, leave blank.
Custom Captcha
*
=
Fill in the answer to confirm you are a human.
Submit
×
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.
Please enable JavaScript in your browser to complete this form.
Please enable JavaScript in your browser to complete this form.
Name
*
First
Last
Email
*
Name of Business
*
Enter the name of your business
the a with
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
*
=
Fill in the answer to confirm you are a human.
Submit
×
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.
Please enable JavaScript in your browser to complete this form.
Please enable JavaScript in your browser to complete this form.
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.
Best Name business
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
*
=
Fill in the answer to confirm you are a human.
Submit
×
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.
Please enable JavaScript in your browser to complete this form.
Please enable JavaScript in your browser to complete this form.
business Custom
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.
Custom Captcha
*
=
Fill in the answer to confirm you are a human.
Submit
×
Sign Up For Partnership/S Corp Tax Preparation
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.
Please enable JavaScript in your browser to complete this form.
Please enable JavaScript in your browser to complete this form.
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.
business of
Custom Captcha
*
=
Fill in the answer to confirm you are a human.
Submit
×
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.
Please enable JavaScript in your browser to complete this form.
Please enable JavaScript in your browser to complete this form.
Name
*
First
Last
Email
*
Name of Business
*
Enter the name of your business
Business State
*
Provide the state your main business is located.
Name Would to
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
*
=
Fill in the answer to confirm you are a human.
Submit
×
2025 Business Tax Prep Early Enrollment
Early enrollment for 2025 business tax preparation
Please enable JavaScript in your browser to complete this form.
Please enable JavaScript in your browser to complete this form.
Name
*
First
Last
Business Name
*
Enter the name of your business
Email
*
a I ensure
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
*
— Select Choice —
Sole Proprietorship
Single-Member LLC
Multi-Member LLC/LLP (Partnership)
S Corporation
C Corporation
Did you file a Schedule C last year?
*
Yes
No
Did you file a business return last year?
*
— Select Choice —
Yes
No
Approximate annual gross income for 2025
*
Do you have any employees?
*
— Select Choice —
Yes
No
Will you ensure that all W2s or 1099s are filed on time?
*
— Select Choice —
Yes
No
Did you use bookkeeping software?
*
— Select Choice —
QuickBooks
Xero
Wave
Other
Would you like us also to prepare your personal return ($250+ add-on)?
*
— Select Choice —
Yes
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.
*
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.
Custom Captcha
*
=
Fill in the answer to confirm you are a human.
Reserve My Spot
x
Free Tax & Profit Scan
Profit Edge Free Tax & Profit Scan
Start Your Free Tax & Profit Scan
Please enable JavaScript in your browser to complete this form.
Please enable JavaScript in your browser to complete this form.
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.
is Business Contact
Select your Business Entity Structure
*
--- Select Choice ---
Sole Proprietorship
Single Member LLC (EIN)
Multi-Member LLC or LLP (Partnership)
S Corporation
C Corporation
Revenue Range
*
--- Select Choice ---
Less Than $100K
$100K-$250K
$250K-$500K
$500K-$1M
$1M-$5M
$5M+
Select your estimated revenue range for the current year.
Bookkeeping System
*
--- Select Choice ---
QuickBooks Online (QBO)
QuickBooks Desktop
Xero
Wave
Other
Select the bookkeeping system you are currently using.
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.
Custom Captcha
*
=
Fill in the answer to confirm you are a human.
Start My Free Scan
×
Free Tax Savings Snapshot
Free Tax Savings Snapshot
Fill out the form to set up a chat with us. We would love to discuss our tax consultation service with you.
Please enable JavaScript in your browser to complete this form.
Please enable JavaScript in your browser to complete this form.
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.
business Please State
Please select your business entity.
*
Sole Proprietor
Single Member LLC
Multi-Member LLC or LLP (Partnership)
S Corporation
C Corporation
Custom Captcha
*
=
Fill in the answer to confirm you are a human.
Submit
×
Single Filer Tax Questionnaire
Single Filer 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.
Please enable JavaScript in your browser to complete this form.
Please enable JavaScript in your browser to complete this form.
Name
*
First
Last
Email
*
Best many Contact
Best Contact Number
*
Please enter the best contact number to reach you.
Filing Status
*
Single
This form is only for single tax filers. If you are not filing single, please revisit our page jctaxservicesllc.com and select a different form or contact us at 681-353-5010.
How many W2s?
*
1
2
3+
Please enter the approximate amount of W2s you will have for the prior year.
Filing Any of the Following?
Investments (1099-B, 1099-DIV)
Interest (1099-INT)
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
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. 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.
Submit
×
Claim your free voucher!
Where Should We Send Your Single Filer Tax Prep Voucher?
Please fill out the short form to claim your voucher.
Please enable JavaScript in your browser to complete this form.
Please enable JavaScript in your browser to complete this form.
Full Name
*
First
Last
Email Name Address
Email Address
*
Phone Number
*
Submit
×
Small Business Quote
Get a Small Business Quote Form
Fill out the form to set up a chat with us. We can provide a quote based on the information on this form and see how we can best serve you and your business.
Please enable JavaScript in your browser to complete this form.
Please enable JavaScript in your browser to complete this form.
Name
*
First
Last
Name Message Planning
Email
*
Best Contact Number
Please enter the best contact number to reach you.
Please select the services you are interested in.
*
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
Select all of the items you would need filed for tax preparation if you chose the tax preparation service.
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
Estimated Tax Payments Quarterly or Semi-Annually
Not paying in taxes, pay them during filing season
Message or Question
*
Submit
x
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.
Please enable JavaScript in your browser to complete this form.
Please enable JavaScript in your browser to complete this form.
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
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.
us? like
Promo Code:
Received a promo code? Enter it here so we can apply any discounts.
Submit
×
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.
Please enable JavaScript in your browser to complete this form.
Please enable JavaScript in your browser to complete this form.
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.
businesses? business
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. 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.
Submit
×
Claim your free partnership or s corporation voucher!
Where Should We Send Your Tax Prep Voucher for Partnership/S-Corporation?
Please fill out the short form to claim your voucher.
Please enable JavaScript in your browser to complete this form.
Please enable JavaScript in your browser to complete this form.
Full Name
*
First
Last
Phone Email Number
Email Address
*
Phone Number
*
Submit
×
Claim your free voucher!
Where Should We Send Your Tax Prep Voucher?
Please fill out the short form to claim your voucher.
Please enable JavaScript in your browser to complete this form.
Please enable JavaScript in your browser to complete this form.
Name Email Phone
Full Name
*
First
Last
Email Address
*
Phone Number
*
Submit
×
