Tax 2027 Onboarding

Welcome to Watts Unified Solutions Tax Services

Let’s get you started. Complete this short form so we can understand your tax preparation needs and help you take the next step.

Watts Unified Solutions is preparing tax services for the 2027 tax season. This onboarding intake helps us learn what you’re looking for. It does not start tax preparation, create an appointment, or authorize processing of your tax documents.

First Name *

Last Name *

Email Address *

Phone Number (optional)

State of Residence *

New or Returning Client *

Tax Preparation Type *

Tax Needs *

Year of Assistance *

Preferred Contact Method *

Readiness *

I understand this form is for preliminary, non-sensitive information only. I will not submit Social Security numbers, dates of birth, tax documents, or financial account details here. Submitting this form does not engage Watts Unified Solutions for tax preparation or authorize processing of restricted taxpayer information.

Optional updates (not required)

Yes, email me occasional updates and news from Watts Unified Solutions.

Yes, text me occasional updates via SMS. Msg & data rates may apply. Reply STOP to cancel at any time.

Please do not email or submit tax documents, Social Security numbers, dates of birth, bank details, or other confidential information through this form. Secure document submission details will be provided when services are authorized.