Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Name *FirstLastEmail *Confirm you are / will be a financial planning client with SLP Wealth *YesNoYour Address *Address Line 1Address Line 2City— Select state —AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingStateZip CodeWhat best represents your marital status as of the end of this calendar year?SingleLegally MarriedLong term partnership (not legally married)*Note: If you are not legally married and would like services for both household members, we require two separate tax services agreements and monthly payments since we will be managing two separate tax accounts and filing two separate returns. Please have your partner complete this form if they would like tax services. Note that if you are married at any point in the calendar year then you are considered by the IRS to be married for the whole year, and in that case you would only be charged for 1 tax subscription total. If you want to reach out to chat about this email admin@slpwealth.com.What's your spouse / partner's name? *FirstLastWhat's your spouse / partner's email? *SLP Wealth's tax service is $149 a month per household for individuals (1040s). *I agreeComplex returns may incur an additional hourly fee as outlined in the client agreement. We list examples of these complex situations below Business Ownership requiring an S Corporation filing More than 1 rental property More than 1 state filings Crypto not reported on a brokerage tax form Bookkeeping Payroll Services Estates & Trusts Shoeboxes full of paper/digital receipts Do any of the above apply to you? *YesNoDisclaimer: None of the following complex situations listed above apply to me and that I understand if any of the above do apply that additional fees might be incurred if they apply for the current year's tax returnI agreeWhich of the following apply to your tax situation/needs?S corps/LLC Member/C CorpBookkeepingPayroll ServicesMore than 1 rental propertyMore than 1 state filingMore than 1 city income tax / local income tax filingCrypto not reported on a brokerage tax formReconciling large amounts of paper receiptsNote: Bookkeeping services are charged at a $199 hourly rate subject to the terms of the tax engagement agreement letter. We hope to incorporate bookkeeping services within the scope of a monthly fee at a future date. *I agreeNote: You would need to use a third party provider such as Gusto for your payroll needs. We hope to incorporate payroll within the scope of a monthly fee at a future date. *I agreeHow many employees do you have? *Just meJust myself and my spouse2 to 34+Your Phone Number *Just in case we need to call you about your returnFor clients with more than 1 rental property, more than 1 state filing, more than 1 city / local income tax filing, crypto not reported on a brokerage account tax form, or large amounts of paper receipts, SLP Wealth reserves the right to charge a $199 per hour rate for requests related to these categories *Yes, I agreePlease open and read the SLP Wealth tax engagement agreement.I acknowledge that I/we have accessed, downloaded, or otherwise received in good order the Client Tax Agreement (the "Agreement") hyperlinked above, and I/we agree to be legally bound by such Agreement by my undersigned electronic signature(s). *Yes, I agreeNote: Clients who sign up before November 23 will NOT incur a $995 enrollment fee. Clients who sign up after November 23 will incur a $995 enrollment fee and may have their return automatically extended (October 15) to ensure sufficient time and resources to prepare and file an accurate return.I agree to the above *Yes, I agreeSign below to acknowledge you agree to the SLP Wealth tax agreement * Clear Signature (Spouse / Partner) Sign below to acknowledge you agree to the SLP Wealth tax agreement * Clear Signature Submit