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Tell us about your tax situation
What is your first name?
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What is your last name?
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What is your email address?
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What is your phone number?
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What country do you currently live and pay taxes in?
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How did you file last year?
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A
Did it myself
B
Tax software
C
Used a CPA or tax pro
D
Didn’t file
What tax years are you looking to get help with?
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2026
2025
2024
2023
2022
Other
Which of the following types of income did you have in the last tax year?
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W-2 wages from an employer
Self-employment, freelance or contractor income (1099-NEC/1099-K)
Crypto sales, trades, staking or other crypto income
Stock, ETF or other investment sales (1099-B)
Interest or dividends (1099-INT/1099-DIV)
Rental property income
Partnership, S corp or trust income (Schedule K-1)
Retirement distributions (401(k), IRA, pension; 1099-R)
Social Security or unemployment
Foreign income or foreign accounts
Stock options, RSUs or ESPP from an employer
Other
Are you self-employed, own a business, or work as an independent contractor?
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A
Yes
B
No
What is your current filing status?
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A
Single
B
Married filing jointly
C
Married filing separately
D
Qualifying surviving spouse (widow/widower)
E
Head of household
In which state(s), if any, do you intend to file?
Do you have any unfiled tax returns from previous years?
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A
Yes
B
No
C
Not sure
Do you expect to file by April 15th or do you typically extend?
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A
File by April 15th
B
I typically extend
C
Not sure yet
Do you have any other concerns or information to note for our team as we evaluate your case?
Submit