Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Name *FirstLastEmail *Your Phone Number *Just in case we need to call you about your returnConfirm 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 VirginiaWisconsinWyomingPuerto RicoOther US TerritoryOther country outside the USStateZip 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 two monthly payments since we will be managing two separate tax accounts and filing two separate returns. Please have your partner complete this form separately 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 partner's name? *FirstLastWhat's your partner's email? *What's your spouse / partner's name? *FirstLastWhat's your spouse / partner's email? *SLP Wealth's tax service is $299 a month per household for individuals (1040s). *I agreeDo any of the following apply to your tax situation/needs? *NONE OF THE BELOWMore than 1 rental propertyMore than 1 state filingMore than 1 city income tax / local income tax filingCrypto not reported on a 1099-BReconciling large amounts of paper receiptsS-Corp filing (1120-S)BookkeepingPayrollForeign earned income / cross border taxationTrust tax filingSLP Wealth does not currently accept clients with your tax needs. Because of this, we will be unable to enroll you as a client with SLP Wealth Tax. SLP Wealth will charge $199 per hour rate for the tax situations and categories listed above in addition to the monthly $299/mo fee *I agreeNote: Due to demand and the fact that the client tax agreement does not lock you in beyond month to month, clients may incur a separate $495-$995 onboarding fee, depending on when you sign up, that will be billed to the credit card we have on file. Once this onboarding fee is paid, that reserves your spot as a tax client.Please 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 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