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Tell us a little about your tax needs so the 3 Girlz Tax Service team can prepare for your consultation and provide the right next steps.

1. Contact Information

Full Legal Name Email Address Phone Number City & State Preferred Contact Method Client Status

2. Tax Services Needed

Type of Tax Service Tax Year(s) Needing Preparation

3. Filing Information

Expected Filing Status Do you have dependents? Are you self-employed or a business owner? Do you need to file a return in more than one state?

4. Income

Select all that apply.

W-2 Employment Self-Employment / 1099 Social Security Retirement / Pension Investments Rental Property Unemployment Other Income

5. Tax Situations

Select all that apply.

Childcare Expenses College / Education Expenses Homeowner / Mortgage Health Insurance Marketplace Charitable Contributions Estimated Tax Payments Digital Assets / Cryptocurrency Received an IRS or State Tax Notice None / Not Sure

6. Appointment Preference

Preferred Appointment Type Best Day/Time to Contact You

7. Additional Information

Is there anything you would like your tax preparer to know before contacting you?

Privacy Notice: Please do not enter Social Security numbers, banking information, driver's license numbers, or other sensitive tax information in this application. 3 Girlz Tax Service will provide instructions for submitting sensitive documents separately.

I understand that I should not submit sensitive tax information through this application.

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