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YOU'VE MADE A GREAT DECISION
TO FILE WITH THE BEST
Welcome to Tax State of Mind, where filing your taxes is simple, secure, and stress-free. By completing the form below, you’ll give our experienced team the information we need to maximize your refund and streamline the entire tax process.
New Clients: We’re thrilled you’ve chosen Tax State of Mind! Please complete this form in its entirety to ensure we have all the information needed. We’ll send email updates throughout the filing process, and you’ll have an opportunity to review and sign your return before we submit it to the IRS.
Returning Clients: Welcome back, and thank you for your continued support! While we may have some details on file, we kindly ask that you fill out the form again so we can confirm everything is accurate and up-to-date.

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We make paying for your tax preparation services simple and convenient. Use our Refund Transfer option to pay directly from your refund. Plus, you can receive your refund up to 5 days sooner!
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Choose the option that works best for you:
Get your refund sent straight to your bank account; quick and hassle-free.

DIRECT DEPOSIT
Walk away with your refund on a debit card provided by your tax preparer. Easy, fast, and convenient.

DEBIT CARD

Prefer a physical check? No problem. Stop by the office to pick one up, or have it mailed directly to you.
PAPER CHECK
