New Client Inquiry Form

**TAX SEASON AND LOAN ADVANCE**

THE 2025 TAX SEASON BEGINS AROUND JANUARY 27th. THIS DATE COULD CHANGE. HOWEVER, IF YOU WOULD LIKE A LOAN ADVANCE, WE CAN BEGIN THAT PROCESS NOW BUT YOU MUST HAVE YOUR W’2s. WE CANNOT DO A LOAN ADVANCE WITHOUT YOUR W’2s.

PLEASE READ THE FOLLOWING BEFORE PRECEDING:

Taxtyme has implemented a CRM System to help streamline our business process (see statement from January 2024 below), so you can have a better customer experience and we can provide a more efficient and effective way to serve our clients. You can help us by sending all inquiries for service through this website. If you are new to Taxtyme, use the “New Client Inquiry” button. If your are a returning client, use the open form below and select the service(s) you need. We will send a contract and questionnaire to the email you provided. When you receive these documents, complete them as soon as possible so we can get started on your request. As always, thank you for your business!

Effective January 1, 2024, Taxtyme implemented a new CRM System to  increase efficiency and streamline the way we prepare and process your tax returns. This online process makes the process of preparing and filing your taxes simple and easy. Our clients can review and sign important documents, get updates, make payments, communicate with us and we with you, all without ever needing a face to face interview. Not only will you avoid the wait times in the office, but you avoid the hustle and bustle of traffic and all the nuances that come with in person tax preparation and process.

As long as you have internet capability, you can send, receive and review documents. There will be a slight learning curve and adjustment for our staff and our clients. We ask that you comply with our requests during this transition and be patient with us as we continue to navigate this new process. We appreciate our customers and we look forward to serving you in a more expeditious and efficient manner this tax year.

Have a great day!

NEW CLIENT INQUIRY FORM CLICK HERE
NEW BUSINESS CLIENT INQUIRY FORM CLICK HERE
Returning Client Form (for individuals & businesses)
This form should ONLY be completed if we have prepared and filed taxes for you before. Once this form is completed and submitted to us, we will send the contract and questionnaire. If you are new to Taxtyme, DO NOT COMPLETE THIS FORM, use the "New Client Inquiry Form" by clicking the associated button above. Thank you!
Click or drag files to this area to upload. You can upload up to 5 files.
To expedite the process, send the required documents for filing your taxes once you complete the form. Thank you.

IMPORTANT MESSAGE: TO ALL LLCs, CORPORATIONS AND PARTNERSHIPS

Dear Business Owner or Representative:
 
The Corporate Transparency Act (CTA) was passed by the United States Congress to combat money laundering and terrorist financing. The CTA establishes a beneficial ownership information reporting requirement for corporations, limited liability companies, and other similar entities created or registered to do business in the United States. The beneficial ownership information reports must be filed with the Financial Crimes Enforcement Network (FinCEN), a bureau within the U.S. Department of Treasury. Reporting companies that were formed or registered prior to January 1, 2024, must file an initial beneficial ownership information report by January 1, 2025. Reporting companies that were formed on or after January 1, 2024, must file a beneficial ownership information report within 90 calendar days of notice of formation. Reporting companies that were formed on or after January 1, 2025, must file a beneficial ownership information report within 30 calendar days of notice of formation. Beneficial ownership information reports are filed at https://www.fincen.gov/boi.
 
The requirement to report beneficial ownership and other information about the business directly to FinCEN applies to most businesses registered with our office. As it is important for our office to assist businesses in our state, we want to inform you of this new reporting requirement as failure to comply may result in significant civil and criminal penalties. We encourage you to review the information found here: https://www.fincen.gov/boi.
 
Our office is not collecting this information, nor do we have access to the information reported to FinCEN. The Secretary of State’s staff cannot provide information, advice, or legal counsel regarding FinCEN’s beneficial ownership information reporting requirements. Please contact FinCEN if you have any questions or concerns:
 
      Phone number: 1-800-767-2825
      Website: https://www.fincen.gov/contact
 
     Sincerely,
 
     Georgia Secretary of State’s Office
experience

Our tax consultants are among the best in the industry with over 25 years of corporate and personal tax and accounting experience.

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Knowledge

We make it our business to understand the needs of our clients so that we know how best to serve them. Our knowledge of tax and accounting law has proven most beneficial to our clients.

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results

We dig a little deeper to get the best refunds for our clients and we help to resolve tax issues. We also provide bookkeeping services to business owners at competitive rates. Our clients are satisfied customers this is why they come back year after year.

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