Client Application

In respect to our existing clients, we are taking new clients after we complete tax preparation for our existing clients. You can complete the form to be added to the waiting list.

Let’s Make Sure That We Are a Great Fit For Each Other. Please, Fill The Form Below.

Name

First Name

Last Name

Email

What Is Your Estimated Net Worth Or Business Revenue?

Do You Currently Have A Comprehensive Tax Strategy In Place For Your Business Or Personal Finances?

Yes

No

What Is The Primary Location Of Your Financial Activity Or Business Operations?

Do You Currently Own Or Are You Interested In Investing In Real Estate?

Provide a short answer, explaining your situation

Are You Based Outside Of The United States And Interested In Investing In Us Markets Or Expanding Your Business To The Us?

Yes, I am outside of the USA

No, I am in the USA

Additional Notes

Provide a short description of your inquiry

Non-Disclosure Agreement

I understand and acknowledge that the information provided to me by Caritas Tax Group llc (hereinafter referred to as "the Company") regarding its clients, financial strategies, business plans, methodologies, software, systems, processes, and any other proprietary information (collectively referred to as "Confidential Information") is highly sensitive and strictly confidential. Non-Disclosure Obligations: I agree to maintain the confidentiality of all Confidential Information obtained or accessed during my engagement with the Company. I shall not disclose, distribute, copy, or use any Confidential Information for any purpose other than that explicitly authorized by the Company.

I agree and acknowledge the terms