Request a Tax Consultation | Jason Brett, CPA

Tell us briefly what you need help with. Your responses allow us to confirm whether your matter fits our services and determine the appropriate next step.

Qualified prospective clients will be able to schedule an introductory consultation. Complex matters may require document review or a paid assessment before a final scope and fee can be confirmed.

Contact Information

Full name (required)

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Phone number (required)

Are you an existing Jason Brett CPA client? (required)

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Existing clients do not need to complete this form. Please email jbrett@jasonbrettcpa.com or use the client Login link at the top of the page and we will take care of the rest.

What You Need Help With

What do you need help with? (required)

Individual tax return Business tax return International individual tax Foreign corporation, partnership, entity, or trust reporting Cryptocurrency tax Prior-year or amended returns IRS or state tax notice Tax planning Bookkeeping, payroll, or sales tax Other

Related services you may also need (optional)

Timing

Which tax year or years are involved? (required)

What best describes your situation? (required)

I need to file a current-year return I have one or more unfiled prior years I need to amend a return I received an IRS or state notice I need help before completing a transaction I need ongoing business tax or accounting support I am planning for a future year I am seeking general information only

Is there a deadline? (required)

Yes No Unsure

Deadline date

Brief description of the deadline

Have you already filed the return related to this question? (required)

Yes No Not applicable Unsure

Individual Return Details

Filing status, if known

Single Married filing jointly Married filing separately Head of household Unsure

Do you have any of the following?

Self-employment Rental property Multiple states Cryptocurrency Foreign income or accounts Prior-year or amended returns None of the above

Business Return Details

Entity type

S corporation Partnership C corporation Single-member LLC Sole proprietorship Unsure

Business status

Active Dormant or limited activity New Closing

Number of owners

Number of states with filing activity

Are the books complete and reconciled?

Yes No Unsure

Are payroll filings current?

Yes No Not applicable Unsure

Briefly describe any known bookkeeping, payroll, basis, ownership, or prior-accountant issues

International Individual Details

Countries involved

Number of unfiled U.S. tax years

Do you have any of the following?

Foreign wages or self-employment Foreign bank or investment accounts Foreign pension or retirement account Foreign real estate Foreign gift or inheritance Nonresident spouse Foreign investment funds Foreign business ownership Foreign trust Unsure

Foreign Entity or Trust Details

Type of foreign structure

Corporation Partnership Disregarded entity Trust Investment fund Unsure

Countries involved

Approximate ownership percentage, if known

Number of years involved

Have related U.S. international forms previously been filed?

Yes No Unsure

Are financial statements and ownership records available?

Yes No Partially Unsure

Cryptocurrency Details

Number of exchanges

Approximate number of wallets

Number of tax years

Are complete transaction records available?

Yes No Partially Unsure

Activity involved

Purchases and sales only Transfers between wallets Staking Mining DeFi NFTs Foreign exchanges Missing cost basis Unsure

Prior-Year or Amended Return Details

Years involved

Were any original returns filed?

Yes No Some years Unsure

Has the IRS or a state agency contacted you?

Yes No

Briefly explain what caused the filing or amendment need

IRS or State Notice Details

Agency

Notice number, if known

Notice date

Response deadline

Tax year

Has the matter been assigned to collections, examination, or appeals?

Yes No Unsure

Please do not upload or paste the notice itself. Do not include Social Security numbers or account numbers.

Tax Planning Details

What decision or transaction are you planning?

Expected timing

Has the transaction already occurred?

Yes No Partially

Are you seeking

One-time planning Ongoing planning Unsure

Bookkeeping, Payroll, or Sales Tax Details

Service needed

States involved

Approximate monthly transaction volume

Current software

Desired start date

Business entity type

S corporation Partnership C corporation LLC Sole proprietorship Other

Do prior periods require cleanup?

Yes No Unsure

Readiness and Pricing

What best describes where you are now? (required)

I am ready to hire a CPA now I expect to hire within 30 days I am comparing qualified firms I need to understand the likely scope first I am researching for a future need I am seeking general information only

Our fees begin at the amounts shown on the pricing page. Is that generally within the range you are prepared to invest? (required)

Yes I need more information about the likely scope No

Complex matters may require a paid assessment before a final proposal can be issued. If an assessment is required, the scope and fee will be explained before any work begins. Are you comfortable with this process?

Yes I need more information No

Brief Description

Please briefly explain anything important that was not captured above, including what remains unresolved and what result you are seeking. (required)

Do not include Social Security numbers, bank account numbers, passwords, or other highly sensitive information.

Consent

I understand that submitting this form does not create a CPA-client relationship and that Jason Brett CPA has not agreed to provide services until a written engagement is accepted. (required) I have read and accept the privacy policy. (required)

Your responses determine the appropriate next step. Qualified requests may proceed directly to scheduling, while complex matters are reviewed before scheduling.

Your Matter Appears to Fit Our Services

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Thank You. We Need to Review Your Information.

Your matter may require additional review before scheduling. We will review the information provided and contact you with the appropriate next step.

Thank You for Reaching Out.

Based on the information provided, a consultation may not be the appropriate next step at this time. You may review our service and pricing information for additional guidance.

Our Services Pricing FAQs

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Contact Information

Welcome Back

What You Need Help With

Timing

Individual Return Details

Business Return Details

International Individual Details

Foreign Entity or Trust Details

Cryptocurrency Details

Prior-Year or Amended Return Details

IRS or State Notice Details

Tax Planning Details

Bookkeeping, Payroll, or Sales Tax Details

Readiness and Pricing

Brief Description

Consent

Your Matter Appears to Fit Our Services

Thank You. We Need to Review Your Information.

Thank You for Reaching Out.