New Client Inquiry | RoyaltyTaxSolutions

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Royalty Tax Solutions

Welcome to Royalty Tax Solutions!

We're excited that you're considering our firm for your tax and business needs. Please complete this brief inquiry so we can learn more about your situation and determine the appropriate services for you.

Our team will review your submission and respond within 48 hours with next steps.

Please note: This is an initial inquiry, not a tax preparation questionnaire. Do not submit Social Security numbers, banking information, or tax documents.

Section 1: Contact Information

Full name

Email address

Phone number

Section 2: Services & Tax Information

What service are you interested in?

Which tax year(s) do you need assistance with?

What is your anticipated tax filing status?

Do you anticipate claiming any dependents on your tax return?

Yes

No

Unsure

Are you self-employed or a business owner?

Yes

No

Unsure

Have you previously filed a Schedule C (self-employment/business income)?

Yes

No

Unsure

Section 3: Tax History & Potential Concerns

Have any of the following situations applied to you?

Previously filed taxes using Cash App Taxes

Received a tax refund advance or tax-related loan

Received a Paycheck Protection Program (PPP) loan

Have unfiled tax returns from previous years

Received a notice from the IRS or a state tax agency

Experienced a delayed, offset, or incorrectly deposited tax refund

None of the above

Unsure

Select all that apply. If selecting "None of the above" or "Unsure," please do not combine these with other selections.

Are you aware of any outstanding tax balances owed to the IRS or a state tax agency?

Yes

No

Unsure

If yes, please briefly describe your situation

Section 4: Additional Information

How did you hear about Royalty Tax Solutions?

Is there anything else you would like our team to know before reviewing your inquiry?

Please allow up to 48 hours for Royalty Tax Solutions to review your inquiry and respond.

I understand that submitting this inquiry does not establish a client relationship, guarantee an appointment, or authorize Royalty Tax Solutions to begin tax preparation services. A consultation and signed engagement agreement may be required before services begin.

I would like to receive tax tips, service updates, and promotional communications from Royalty Tax Solutions.