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.) Name |
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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", 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 |
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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)
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If you are not sure, we'll be glad to get the information for you once we log into your account(s) |
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* (buy and sell = at least 2 transactions)
(transaction = "ticket") |
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Who were your brokers for this year? (list)
(See our brokers page for some information on data formats) |
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Are your trades available in electronic format? |
Yes |
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Do you keep track of your trades in your own spreadsheet format? |
Yes |
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Did you sell any positions during this tax year that you held over from previous year(s)? |
Yes If yes, about how many? |
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Will you hold over any positions into next year? |
Yes If yes, about how many? |
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Did you trade security options? |
Yes If yes, about how many? |
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Do you file jointly with a spouse? |
Yes |
| If yes, does your spouse have own income? |
Yes |
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Do you file any other Schedule Cs (besides trading), or have an LLC or S-Corp or other entity to report?
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Yes
If yes, please explain:
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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 |
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Please type the word you see in the picture |
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