Have We Met Before? *

We are happy that you are here.

I'm a new client, let's go!

Another Tax Season with Team Schwartz & Schwartz for me!

Requested Tax Preparer

Martin Schwartz (In-Office Appt Only)

Jacob Schwartz (Virtual Appt Preferred)

Associate Preparers

Tax Return Types *

Please Select All that Apply to your appointment

Personal Income Tax Return (Form 1040) ----- Due 4/18

Corporate Tax Return (Sole-Proprietorship) ----- Due 4/18

Corporate Tax Return (S-Corp or LLC) ----- Due 3/15

Corporate Tax Return (C-Corp) ----- Due 4/18

Previous Year Tax Return (2021 or older), please specify in Notes.

Your Name *

First Name

Last Name

Spouse Name (If any)

if your filing status is "Married", please provide your spouse name

First Name

Last Name

Phone Number to Call *

We'd only call for important stuff

(###)

###

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Communication Preference *

What's the best way to reach you for appointment confirmation?

Email Only

Phone Call Only

Both works for me!

Appointment Types *

You can start uploading documents to your Client Portal anytime to get started! Drop-off documents also an option.

Virtual or Phone Appointments, if possible

No set appointment needed, I will provide all documents for my tax preparer to confirm & file by deadline.

In-person appointment at the office only

Is this appointment for your taxes only? *

Select 'no' if you plan to file taxes for someone else ( i.e. family member) who will need to provide authorization to file.

Yes, only for me and/or my corporations I can authorize.

No, I also need to file on behalf of other people too. (Please note full name in notes below)

Preferred Appointment Date

Tell us any specific date you prefer. All appointments have to take place 2 business days before filing deadline!

MM

DD

YYYY

Preferred Appointment Time Frame

We will confirm with you on the best available matching your preference provided. Not all options are available for your tax preparer.

Morning ( between 8am to 10 am)

Mid-day (between 11am to 2pm)

Afternoon (between 3pm to 5pm)

Are you requesting for an extension to be filed on your behalf by April 18th?

You are responsible for your estimated payment by deadline day even if you have an extension.

Please file an extension for me. I will make an est. IRS/FTB payment myself.