Appointment Request

First Name
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What tax service are you looking for? (Check all that apply)
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I want to learn how to do my own taxes
I want to pay a professional to prepare my taxes
I want to learn how to organize tax information for my business
Which of these best describes you?
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This is my first year filing taxes ever
It's been a year or more since I filed taxes
I filed taxes last year
Not sure
During the tax year, you earned income as a... (Check all that apply)
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W-2 employee
1099 contractor
Sole-proprietor
None of these
During the tax year, you received money from... (Check all that apply)
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Retirement account
Social Security
Interest
Rental Property
Gambling
Dividends
Capital Gains (Stocks, bonds)
Unemployment
None of these
Not sure
During the tax year, you were... (Check all that apply)
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a parent or main caregiver
a college / university student
a teacher
a homeowner
a dependent
married

None of these
During the tax year, you lived or worked in... (Check all that apply)
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multiple states
a city with local tax
a mobile home
a rental apartment / home
None of these
For the tax year, did you receive any of these forms in your mail, email, or online accounts? (Check all that apply)
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1095-A (marketplace health insurance)
1098-T (tuition)
1098-E (student loan interest)
1095-B or 1095-C (health insurance through work)
1099-SA (HSA)
5498 (IRA)
1099-K
1099-MISC or 1099-NEC (contract or gig work)
1099-B (stocks, bonds, capital gains)
1099-G (government payment)
1099-INT (interest)
1099-DIV (dividends)
1099-R (retirement account)
SSA-1099 or RRB-1099 (social security)
None of these
Not sure
Any other circumstances or forms not listed?
Please give some dates and times you are available for an appointment.
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What is your preferred method to be contacted? (Check all that apply)
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Phone text
Phone call
Email
Whatsapp
Email and/or phone number
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Easy Path TAX Guide

Appointment request