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Are you current with your tax filing obligations? Are you current with your tax filing obligations? Yes No (No applies if anything before the immediate past year still needs to be filed (ie 2023 taxes still outstanding in 2025)

Do you have business or real estate activities? If you have an LLC with multiple owners it’s a partnership or s-corporation. A single-owner LLC is only an s-corp if it made an election, otherwise, it’s a sole proprietor/ Do you have business or real estate activities? If you have an LLC with multiple owners it’s a partnership or s-corporation. A single-owner LLC is only an s-corp if it made an election, otherwise, it’s a sole proprietor/ Sole Proprietor LLC Pass-through entity (partnership or s-corporation) Real Estate (rentals or investments) C-Corporation None of the above

How have you filed your tax returns in the past? How have you filed your tax returns in the past? I filed myself I used a tax professional

Is there anything else we should know?

Fee Acknowledgement: I acknowledge that for passthrough entities OR corporations tax preparation fees start at $2,500 and will vary based on scope. I acknowledge that individual tax preparation fees (which may include sole proprietors or real estate rentals) start at $995 and will vary depending on scope Fee Acknowledgement: I acknowledge that for passthrough entities OR corporations tax preparation fees start at $2,500 and will vary based on scope. I acknowledge that individual tax preparation fees (which may include sole proprietors or real estate rentals) start at $995 and will vary depending on scope Yes No