Find The Plan Best For Me Let’s Find the Right Service for You. Answer a few quick questions so we can recommend the best tax or accounting service, and give you a tailored price based on your situation. First Name *Last Name *Email Address *PhoneState(s) You Need to File In *AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingAmerican Samoa (AS)District of Columbia (DC)Guam (GU)Northern Mariana Islands (MP)Puerto Rico (PR)U.S Virgin Islands (VI)Who Are You?Tell us a little about yourself.How would you describe yourself? *Individual FilerFreelancer / Side Gig/ 1099Small Business Owner (LLC / S-Corp / Partnership)CorporationNon-ProfitAre you requesting services for: *Yourself OnlyYourself and SpouseBusiness OnlyBoth Personal & BusinessWhat services are you seeking? *Individual Tax Return (1040)Business Tax ReturnBookkeeping / Monthly AccountingPrior-Year Tax ReturnsAmended Return(s)Extension FilingIRS Notice / Audit SupportNot Sure — Need GuidanceField GroupIndividual Tax SolutionsIt looks like you need services tailored for an Individual. Let's learn a little more.How many W-2s will you file? *123 or moreDo you have any 1099 income (gig work, contract, side hustle)? *YESNODid you own or sell a home during the tax year? *Owned OnlySold PropertyBothNeitherDo you have any of the following? *Rental PropertyInvestment Income (stocks, crypto, dividends)Retirement Income (SSA, pension, IRA distributions)Educational Expenses (Student Loans)Child / Dependent CreditsMedical DeductionsNone of the AboveAre you filing any prior-year personal returns? *YES - 1 YearYES - 2 YearsYES - 3+ YearsNOIs this a STATE ONLY filing (no federal)? *YESNOField GroupBusiness Tax SolutionsIt looks like you need services tailored for a Business. Let's learn a little bit more.What best describes your business structure? *Freelancer / 1099Sole-ProprietorLimited Liability Company (LLC)PartnershipS-CorporationC-CorporationApproximate annual business revenue *Under $50,000$50,000–$150,000$150,000–$500,000Over $500,000Do you currently use bookkeeping software? *QuickBooks OnlineQuickBooks DesktopWaveExcel / ManualNoneHow many bank/credit accounts do you use? *12 - 34+How many monthly transactions do you make (estimated)? *Fewer than 5051 - 150151 - 300301+What best describes the current status of your books? *My Books Are up to DateSome Months Behind (Less than a year)Very Behind (1-3 years)Not Yet Started / Need Extensive Help (3+ years)Do you have employees on payroll? *YESNOAre you interested in ongoing monthly support? *YES - Bookkeeping + Tax SupportNO - Tax Filing OnlyNot Sure YetField GroupAdd-On ServicesBefore we continue, do you need any additonal services?Do you need help with any of the following? *(Check all that apply)Bookkeeping CleanupQuickBooks Setup/CleaningTax Planning SessionEstimated Tax PaymentIRS Audit Protection / Notice ResponseI Don't Need Any Additional ServicesWhich best describes your expectations? *I only need help filing this yearI want help staying organized year-roundI want proactive guidance and tax planningI’m not sure yetThank you for Your ResponsesYour responses have been recorded. Please acknowledge below consent and submit your form to determine the best plan for you!Please Acknowledge *I understand this consultation is used to prepare a personalized quote. Final pricing may vary based on complexity and document review.I understandSubmitSave as DraftPlease do not fill in this field. Please do not fill in this field. Please do not fill in this field. Please do not fill in this field. Please do not fill in this field. Please do not fill in this field. Please do not fill in this field. Please do not fill in this field. Please do not fill in this field. Please do not fill in this field. JAW Virtual Home About Us Plans & Services Resources Client Portal Our Services Tax Preparation Bookkeping IRS Representation Accounting Support Plan & Services Free Consultation Help & Support Contact Us Customer Dashboard Privacy Policy Resources Blog FAQs Tax & Accounting Tools Helpful Links & Guides Schedule An Appointment Facebook Instagram LinkedIn
