Ready To File Now ?

Have Tax Questions ?

This consultation is for individuals seeking tax preparation assistance or guidance.

During your free tax consultation, we will:

• Review your tax situation and filing needs

• Determine eligibility for available tax services

• Explain the tax preparation process and next steps

  
  

This consultation does not include tax preparation or filing.

Before You Begin Your Tax Intake

Thank you for choosing to move forward with your tax services.

To begin the tax preparation process, please complete the intake form accurately and in full. This information is required to determine your filing needs, eligibility, and next steps.

What to Expect ?

• Your tax return will be prepared by our trusted partner, Royal Tax Advisors LLC.

• All official tax documents and filings will list Royal Tax Advisors LLC as the tax preparer.

• Pretti Clear Financial facilitates the intake and consultation process only and does not file tax returns directly.

Refund Advance Information

Qualified clients may be eligible for a tax refund cash advance of up to $7,500, subject to lender approval and eligibility requirements.

Refund advances are not guaranteed and are based on factors including income, return accuracy, and underwriting criteria determined by the tax partner and financial institution.

If eligible, refund advance options will be discussed during the tax preparation process.

Important Notes

• Completing the intake form does not guarantee approval for a refund advance or a specific refund amount.

• Please ensure all information provided is accurate to avoid delays.

• Additional documentation may be requested by Royal Tax Advisors LLC.

  
  

Once your intake is submitted, a representative will contact you with next steps.