Royal Financial - Submit Form

Primary Email*

First Name*

Last Name*

Primary Phone*

Tax Filing Status*

What type of Tax Documents are you providing - You will be uploading these documents in the next section*

Marketplace Insurance (Forms 1095-A)

Did you receive wages (Forms W-2)

Did you receive interest or dividend income (Forms 1099-INT or 1099-DIV)

Did you rollover retirement funds or receive a retirement distribution (Forms 1099)

Did you receive social security benefits (Forms SSA-1099)

Did you receive unemployment benefits (Forms 1099-G)

Did you sell stocks, bonds, cryptocurrency/digital assets (such as bitcoin), or other investment property (Forms 1099-B)

Did you buy or sell real estate (Closing disclosure, formerly known as the HUD-1, and/or Forms 1099-S)

Did you have any debts cancelled or forgiven (Forms 1099-C)

Did you receive a distribution from an Education Savings Account or a Qualified Tuition Program (Forms 1099-Q

Did you receive any distributions from a Health Savings Account (HSA) (Forms 1099-SA)

Did you have any foreign income, pay any foreign taxes not reflected on a provided Form 1099 or file any foreign information reporting or tax forms

Did you receive any disability income

Did you pay mortgage interest (Forms 1098)

Did you pay interest on a home equity line of credit (Forms 1098)

Have you filed your taxes for the previous year? If so, did you encounter any challenges or complexities?*

With which tax professional would you prefer to schedule a meeting?

Please Provide Any Additional Notes for your Tax Preparer you would like to share

Secure Payment

Secure Payment (Non-Refundable Fee)

Secure Payment

Kindly be aware that there is a non-refundable fee of $55 associated with utilizing our services. This fee will be credited towards the total service cost if you opt to proceed with us. We appreciate your commitment and this fee allows us to focus our time and expertise on delivering top-notch service. Should you choose to move forward, the $55 fee will be included in the overall cost, enabling you to benefit from our thorough assistance and support. Thank you for entrusting us with your needs; we eagerly anticipate serving you

Consultation

Secure Payment

{{appointmentSelectedDateView}}

{{appointmentSelectedTimeZoneText}}

{{appointmentSelectedDateView}}

{{appointmentSelectedTimeZoneText}}

{{appointmentSelectedDateView}}

{{appointmentSelectedTimeZoneText}}

{{appointmentSelectedDateView}}

{{appointmentSelectedTimeZoneText}}

{{appointmentSelectedDateView}}

{{appointmentSelectedTimeZoneText}}