Prospective Client Interview Form

Drop us a line!

Name*

Mobile Phone*

Best time to call - Right back, Noon, Evening, other?*

Email*

Do you own or partner in a company? If so, Entity Type [Sole Prop / LLC / S Corp / C Corp]*

Do you need tax returns prepared for previous years? If so, which years?*

Do you earn more than $500K per year or less?*

Which state do you live in?*

Attach most recent tax return

Attachments (0)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Better yet, schedule a zoom call!

We love our customers, so feel free to visit during normal business hours.

TAX PATH ADVISORS, LLC

3050 Royal Blvd S, Alpharetta, GA 30022, USA

404-992-6514

Tax Strategy Insights
Contact Us
Client Secure Portal

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.