Get Your Taxes Done Right - Book With Me Today!

Tax season can be stressful, but it doesn’t have to be! Whether you’re an individual, freelancer, or small business owner, I offer personalized, hassle-free tax preparation services tailored to your needs. With my expertise, you’ll get accurate returns and the maximum deductions you’re entitled to.
What I Offer:
• Fast and accurate tax filing
• Maximizing deductions and credits
• Handling complex tax situations (freelancers, small businesses, etc.)
• Personalized support and advice throughout the year
Why Book with Me?
• Experienced and knowledgeable in tax laws
• Affordable rates and clear pricing
• Confidential and secure handling of your information
• Flexible booking options—virtual or in-person consultations
Don’t wait—book your tax appointment today and take the stress out of tax season!

Let’s work together

Name

First Name

Last Name

Spouse Name

(If filling joint)

First Name

Last Name

Social Security Number (Include Dashes)

Confidentiality Notice: Your Social Security number will be kept strictly confidential and securely stored. Your privacy is my top priority.

Spouse Social Security Number (Include Dashes)

Date of Birth (Include Dashes)

Spouse Date of Birth (Include Dashes)

Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Phone

(###)

###

####

Spouse Email

Occupation

Spouse Occupation

List all dependents to be filed on your 2024 tax return

Format: Name, Social Security Number (include dashes) , Date of Birth (include dashes), and relationship Please number each dependent. 1…2…3.. If you have zero dependents type N/A

Filing Status

Did you receive a refund last year?

Yes

Were you audited by the IRS last year?

Yes

Do you have an IP Pin Number?

This was issued by the IRS and is needed to process the return. Please provide this number if you have one.

Yes

Did you have Market Place Insurance?

Yes

2023 Identity Protection Pin

Name of Financial Institution

This is the bank account to which your tax return will be deposited.

Account Number

Routing Number

Please double check that this number is correct to insure a smooth process in depositing your refund.

DISCLAIMER

Wealth Prodigy INC. will prepare your 2023 individual tax return from the information you furnished to us. You, the taxpayer, are ultimately responsible for the preparation and filing of your tax return. I, the Taxpayer named above, have provided to Wealth Prodigy INC. the attached tax information and to the best of my knowledge this information is true, correct, and complete.

Date

YYYY

To begin, please fill out the form below. This will provide me with the essential information I need to accurately prepare your taxes. It’s quick and easy, and once completed, I’ll take care of the rest!

If you have any questions while filling it out, feel free to reach out. I’m here to help!

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Please complete this form when you have all requested information.