Thank you for choosing our product offering TaxPlus365 for your tax and/or accounting needs. We are committed to providing you with exceptional service. This form allows us to get to know you so that we can best serve you and ensure that you are saving on your taxes. Please complete the information below accurately and to the best of your knowledge below, include your current address and phone number for verification.  

All Charges for services rendered are due and payable at the time of services. You will receive an invoice for tax services after we have entered all documents.  Note:  Tax preparation fees are based on the forms used.  All tax preparation services have a minimum fee of $150 upon engagement due upon invoice.  This fee is waived at the completion of your taxes for each tax year.  If you do not file or complete your taxes with us, the $150 fee is due immediately.  

If there is any information that you don't feel comfortable disclosing on this form, you can send it to us at Info@taxplus365.com