Appointment Request/Change Availability Varies From Preparer To Preparer. Appointment Request/Change Are You A New Client? * Yes No Recent Client (1-5 years ago) Past Client (5-20 years ago) Are You Rescheduling A Previous Appt? * Yes No Keeping Original Appointment But Switching To A Phone or Virtual Appt. Are We Filing Business Taxes? * Yes No I Think So You are filing business taxes if: you are an independent contractor or freelancer, owner/partner of an LLC, Corporation, Or Partnership. What Type Of Appt Do You Want? * Phone/Virtual Tax Appt (Requires Upload or Drop-Off Of Docs) In Person Tax Appt (Bring Docs Do Not Upload) Consult Only Non Tax Appt Incorporation/LLC Formation (Consult) All Phone/Virtual Appts require uploading or dropping your tax docs 1 week prior to Appt. What Tax Year(s) Are We Filing? * 2023 2022 2021 2020 & Older Non-Tax Return Appt Select All Tax Years this Appt Request is for. (Important for proper appointment duration) Preferred Day(s) Of The Week For An Appt * Any Day Mon Tue Wed Thur Fri Sat (limited availability) Choose all that apply Preferred Timeframe For An Appointment. * Anytime Morning (10am-12pm) Afternoon (1-3pm) Early Eve (3-5pm) Eve 5-7pm (limited avail) How Soon Will You Be Ready For Appt? * Ready Now (Next Available) 2-4 Weeks 5-8 Weeks 8 Weeks Or More Phone/Virtual Appt ONLY How Will You Get Your Tax Docs To Us? I Will Use Secure Upload On Your Website Or At The Bottom of This Form 1 wk Prior To Appt. I Will Fax My Tax Docs To Wagner At 866-480-9062 1 wk Prior to Appt. I Will Mail or Drop My Tax Docs 1 wk prior to Appt using mail slot bottom of front door. N/A Not A Phone or Virtual Appt. For Remote/Phone Appointments Please Submit All Tax Documents 1week Prior To Appt So We Have Time To Sort Them For The Preparer. Who Prepared Your Taxes Last Year? * Russell Landon Lois Wagner Stacy Landon Marietta Beck Another Tax Office A Family Member Not Applicable Non Tax Return Appt New Clients Only: What Kind Of Taxes Do You Need Filed? Individual Taxes (Personal Return) Small Business Taxes (LLC, S-Corp, Partnership, Sole Proprietorship) Family Trust Taxes (Deceased Relative's Final Returns) Other Family Members Taxes (Personal Return) Select All Return Types That Apply To This Appt Request First Name * First Last Name * Last Spouse First Name First Spouse Last Name Last Email * Cell Phone Number (for Texting appt. reminder) * If New Client Please Let Us Know Who Referred You. (If Current Client Type Current Client) * How Did You Hear About Wagner Tax & Accounting? * Any Message or Notes? Please describe the type of Taxes/Accounting (e.g., Individual simple or complex, Business Taxes, Rentals Properties etc): For Remote & Phone Appointments or New Clients needing to send us prior tax return copies please use this Secure Upload to send us your Docs Securely Encryption Drop a file here or click to upload Choose File Maximum file size: 104.86MB USE MULTIPLE UPLOADS IF FILES ARE TOO LARGE. Upload 2 Securely Encrypted Drop a file here or click to upload Choose File Maximum file size: 104.86MB If you are human, leave this field blank.
