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Tell me about yourself...
Filling out this form helps me learn more about your situation. In exchange for your time, you'll get a free instant price quote. 😊
FYI, if the question has checkboxes, please check all that apply. After you get a quote, don't forget to schedule a meeting (I'd love to meet you!). The form should
only take you about 3 minutes start to finish.
🙋♂️ What's your first name?
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✍️ What's your last name?
*
📧 What's your email address?
*
⏳ What tax year do you need help with?
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🇺🇸 What state do you live in?
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💸 Did you generate income in multiple states?
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💸 Did you generate income in multiple states?
Yes
No
💰 Did you receive income from any of these sources?
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💰 Did you receive income from any of these sources?
Full-time or part-time work
Self-employment, freelance or gig work
Rental properties
Partnerships, S-Corps, Estates or Trusts (K-1s)
Sales of stocks, bonds, or crypto
Other (gambling/prizes, unemployment, etc.)
🏥 Do you have health insurance through the government marketplace/exchange?
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🏥 Do you have health insurance through the government marketplace/exchange?
Yes
No
👨🍳 What service tier are you interested in?
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👨🍳 What service tier are you interested in?
Basic
Essential
Premium
📢 Anything else I should know about?
Submit
