Become a Client
How to Become a Client

Becoming a client of The Tax Professional is quick and easy. Just call our offices any time between 10 am and 4 pm EST and give your information to our friendly staff. Or you can sign up now using our secure web page.

Click here if you need an extension form.

Click here if you've recently changed your address!

If you choose to call our offices, please have the following information ready:

  1. Your full legal name, Social Security number, date of birth, occupation and, if military, your home of record.
  2. Your spouse's Social Security number, date of birth, occupation and if military, your home of record.
  3. Your home address, home phone, work phone, and cell phone and e-mail if applicable.
  4. Do you own the home you live in?
  5. Did you buy or sell a home in the current tax year?
  6. Do you own your own business and if so what kind?
  7. Did you sell, swap, trade, or exchange any stocks, bonds, mutual funds or unimproved property and if so, do you know the purchasing price of said sales?
  8. Do you have any rental property and if so what kind?
  9. Did you pay someone to watch your children while you worked?
  10. Did you make any payments on a student loan?
  11. Did anyone in your family attend college or tech schools in the current tax year?

Local Number: 703-751-8550
Toll Free: 1-800-594-7345