Get Started | Prestige Tax Group, Inc.

Request Tax Preparation Services

Start Your Secure Tax Intake

Submitting this intake allows Prestige Tax Group, Inc. to review your information and determine whether your tax matter falls within the scope of services we can accept. Submission of this form does not create a client relationship and does not guarantee engagement. If accepted, you will receive next-step instructions, engagement terms, and secure document upload details before any services begin.

Secure Intake

Submit your information through our secure online form for initial review.

Eligibility Review

Your submission is reviewed to determine whether your tax needs align with our services.

Next Steps

If eligible, we will contact you to discuss next steps and required documentation.

Intake Form

Name *

Email address *

Phone Number *

State *

Filing Type (Select one) *

Individual
Self-Employed / 1099
Small Business

Message / Additional Details

Upload Documents (W-2, 1099, prior return, IRS / state notice)

Important Notice: Please do not submit full tax returns, Social Security numbers, or sensitive financial documents unless specifically requested. Submitting this form does not create a client relationship. Services begin only after review, confirmation of *

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What to expect

After submitting your request, our team will carefully review the information provided to determine:

• Whether your tax situation aligns with our service offerings
• Your eligibility for tax preparation services with Prestige Tax Group, Inc.
• The necessary documentation required to proceed

We will contact you within 3 business days to discuss the next steps. Please note that submitting this form does not guarantee engagement. All engagements are subject to review and acceptance by Prestige Tax Group, Inc.