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New Client - Waitlist
This form is intended for new clients requesting to be placed on the waiting list for our tax preparation and compliance services. If a spot opens you will be contacted via E-mail (no guarantees).
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* Indicates required question
First Name & Last Name
*
Your answer
E-Mail Address
Your answer
What State Do you Live In?
Your answer
Which markets do you trade (check all that apply)?
Stocks
Options
Cryptocurrency
Forex
Futures
How many brokerage accounts do you have?
Your answer
Do you trade enough to meet the trader status definition?
Yes
No
Clear selection
Do you have any of the following items?
Small Business
Real Estate Investments
Pass Through Tax Return
Which Services Needed?
Consultation
Entity Set-Up
Tax Return Preparation
Anything else we can do for you?
Your answer
Submit
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