What type of tax filing do you require?
Personal Business Self-employed Investment Rental property
Do you have any specific deductions or credits you are aiming to claim?
Home office deduction Child tax credits Business expenses Charitable donations Education credits
Are you interested in tax planning services for the future?
Yes, for personal finances Yes, for business growth No, not right now I need more information
How important is it for you to maximize your tax refund or minimize tax owed?
Maximize refund Minimize tax owed Balanced approach Not a top priority Depends on the situation
All set, how can we reach you?
Name
Email
Phone
(Details here)
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