Full Name

Email *

Tax year associated with this contact's current service request. Do not enter sensitive taxpayer data.Tax Year

Phone *

I consent to receive non-marketing text messages from Xpress Tax Solutions LLC, operating publicly as Xpress Tax Pros, about my tax-service request, including appointment confirmations and reminders, intake and missing-document follow-up, return-review scheduling, status updates, and customer-care messages. Message frequency may vary. Message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

I consent to receive marketing text messages from Xpress Tax Solutions LLC, operating publicly as Xpress Tax Pros, about seasonal tax-service announcements, service updates, and promotional offers. Message frequency may vary. Message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

Preferred language for communication and segmentation.Preferred Language

Relationship category used for intake routing and reactivation.Client Type

Primary tax service requested. Sensitive tax details and documents must stay in the approved tax software portal.Tax Service Needed

Client-selected filing status for intake routing; not a tax determination.Filing Status

Whether the client expects to claim one or more dependents.Claiming Dependents

Whether the client reports W-2 wage income for the selected tax year.W-2 Income

Whether the client reports self-employment or 1099 income.Self-Employment or 1099 Income

Whether the client owned or operated a business during the tax year.Business Ownership

Whether the client owned or received income from rental property.Rental Property

Whether the client had investment sales or cryptocurrency activity.Investment or Crypto Activity

Whether the client purchased or sold a home during the tax year.Home Purchase or Sale

Whether the client had eligible college or education expenses.College or Education Expenses

Whether the client paid childcare expenses that may affect filing.Childcare Expenses

Whether the client had Marketplace health insurance coverage.Marketplace Health Insurance

Whether one or more prior-year tax returns may be needed.Prior-Year Returns Needed

Whether one or more state tax returns may be needed.State Returns Needed

Client preference for routine, non-sensitive communication.Preferred Contact Method

Non-sensitive summary of major life changes that may affect filing.Major Life Changes