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Please fill out this form to get a quotation
or to register for tax preparation
We strive to follow
up all submissions within 48 hours
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| First Name |
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| Last Name |
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| Street
Address |
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| Address
(cont.) |
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| City |
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| State |
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| Zip/Postal
Code |
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| Country |
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| Office Phone |
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| Home Phone |
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| FAX |
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| E-mail |
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How
did you find out about us?
If "other", can you please
share where, or enter the nickname or name of person who referred
you here. |
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| Why
are you contacting us? |
I am just looking for a quote,
thanks
I am ready to schedule tax preparation
consultation
I need:
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| What do you trade? |
Securities and/or options
futures / e-mini
Forex |
| Do
you already know what type of return you will be filing? |
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How
many trading transactions did you do in this tax year?
(approximately)
(buy and sell = at least 2
transactions)
(transaction =
"ticket") |
(securities/options only)
If you are not sure, we'll be
glad to get the information for you once we log into your
account(s) |
| Who
were your brokers for this year? (list)
*buy and sell = at least 2
transactions
(transaction = "ticket") see
our brokers page for some information on data formats |
broker:
is this
approx
optional futs or Forex
# of approx
only
transactions* gain/(loss) account?
1
2
3
4
5
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| Are
your trades available in electronic
format? |
Yes |
| Do
you keep track of your trades in your own spreadsheet format? |
Yes |
| Did
you sell any positions during this tax year that you held over from
previous year(s)? |
Yes
If yes, about how many? |
| Will you hold over any positions into next year? |
Yes
If yes, about how many? |
| Did
you trade stock options? |
Yes If
yes, about how many? |
| Do
you file jointly with a spouse? |
Yes |
| If
yes, does your spouse have own income? |
Yes |
| Are
you a member of any chatrooms where we might be?
If so, which one(s), and what nicknames do you go by, so we
can contact you there |
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| Is
there anything else you would like to share with us at this time?
(such as is this for a different tax year that the one currently
required) |
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| How
would you like us to contact you? |
By phone
By email
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| Would you like to subscribe to our "Tax Tips"
Newsletter? |
Yes |
