Please enable JavaScript in your browser to complete this form.
Tax Planning and Prep Agreement - Existing SLP Wealth Clients
Our student loan aware tax service is $99 a month for individual (1040) returns.  Please fill out the form below to engage us!
Please enable JavaScript in your browser to complete this form.
At this time, SLP Wealth is accepting tax clients that are financial planning clients only. Please confirm the date and time of your SLP Wealth Onboarding meeting prior to continuing with this form:
Name
Your Address
What best represents your marital status as of the end of this calendar year?
SLP Wealth's tax service is $99 a month per household for individuals (1040s). This amount will be added to your next financial planning invoice.
Complex returns may incur an additional fee. We list examples of these complex situations below

The following services may be provided for an additional fee and do not fall under the scope of what's included for $99 a month:

  • Business Ownership
  • More than 1 rental property
  • More than 2 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?

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).

Note: Clients who sign up February 16 - April 1 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. April 1 until November 15, clients may sign up with no enrollment fee for the current calendar year only. Between November 16 and February 15, a $495 enrollment fee applies.

I agree to the above, and I understand that any enrollment fee will be billed immediately (prior to my monthly invoice)