Request Service - Wellax Consulting Services

Select Your Service

Choose the services you need. You can select multiple.

📋

Tax Preparation

Individual & business tax returns

🏢

Business Creation

LLC, Corporation, EIN

📚

Bookkeeping

Monthly accounting

💼

Consulting

Business strategy

🏠

Real Estate

Property consulting

📝

Other Services

Notary, ITIN, and more

Additional Notes (Optional)

Personal Information

Contact Information

Full Legal Name *

SSN / ITIN *

Date of Birth *

Marital Status *

Occupation

Phone Number *

Email Address *

Street Address *

City *

State *

ZIP Code *

Spouse Information (if applicable)

Spouse Full Name

Spouse SSN

Spouse Date of Birth

Spouse Occupation

Service Details

Tax Information

Tax Year *

Filing Status *

Income Types

W-2 Employment

1099 Income

Self-Employment

Rental Income

Investment Income

Retirement/Pension

Dependents

Full Name	SSN	Date of Birth	Relationship

Deductions & Credits

Mortgage Interest

Property Taxes

Charitable Donations

Education Expenses

Medical Expenses

Childcare Expenses

Banking Information (Optional)

For direct deposit of refunds or direct debit of payments.

Bank Name

Account Type

Routing Number

Account Number

Upload Documents

Upload relevant documents: W-2s, 1099s, ID copies, business documents. Max 10MB per file.

Document Type

📁

Drag & Drop Files Here

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Voice Message (Optional)

Record any additional information.

Click to start recording

Digital Signature

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Review Your Information

Please review all information before submitting.

I certify that the information provided is accurate. I authorize Wellax Consulting Services to prepare my documents and represent me as needed.

✅

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Service Request Form