Open 7 days a weekVirtual service in all 50 statesIn-person and walk-ins in Bridgeport

Personal tax clients

Let’s determine whether we’re a good fit.

Tell us about the tax return, income, records, notices, and deadlines involved. We review every inquiry before accepting an engagement.

  • Allow approximately 5–8 minutes
  • No tax documents are required now
  • Submission does not guarantee acceptance
← Choose a different inquiry

Personal tax client screening

Personal Tax Inquiry

Tell us about the return, tax years, records, and deadlines involved.

Contact information
1. Which tax year or years do you need help with? *
2. What type of return or service do you need? *
3. What filing status do you expect to use? *
4. What types of income did you receive? *

Select all that apply.

5. How many dependents may be claimed? *
6. Which states are involved? *
7. Have you received an IRS or state tax notice? *
8. Do you have an important filing or response deadline? *
9. Do you have the records needed to prepare or review the return? *
10. What are you primarily looking for? *
11. What professional-service budget are you prepared for? *
12. Briefly describe what you need and any deadline. *
Important: Do not enter Social Security numbers, bank details, passwords, or payment-card information.