Early appointment announcements
Know when Trusted Financial Services announces tax-season appointments.
Trusted Financial Services presents
Your next mission starts with preparation. Get on the VIP list and be ready when tax season moves.
REQUEST VIP ACCESSFree to join. Virtual and in-person tax preparation available.
Your VIP clearance includes
Know when Trusted Financial Services announces tax-season appointments.
Get an early opportunity to book when scheduling opens. Availability applies.
Start organizing with our Tax Season Readiness Checklist.
Hear about upcoming giveaways and how to enter. Each giveaway will have its own official rules.
VIP registration
Use the short registration form below to request your VIP access. Choose email or text updates only if you want them.
Joining does not require you to purchase tax services or enter a giveaway. VIP signup does not guarantee an appointment, refund, refund amount, or giveaway prize.
This is a marketing signup, not a tax intake form. Do not submit Social Security numbers, tax returns, IDs, bank details, or sensitive documents. Marketing choices are optional.
No tax-service purchase is required to enter a giveaway. Eligibility, entry periods, prizes, and entry methods will be stated in each giveaway’s official rules.
Trusted Financial Services • MISSION: REFUND • 2027 Tax Season
Trusted Financial Services uses the name, email address, optional phone number, interests, preparer preference, referral details, and consent choices supplied through this form to manage VIP registration, provide requested resources, and send updates through the channels you select. The CRM may also record submission time, IP address, browser information, and referral or campaign parameters to operate the form, document consent, and measure referrals.
Authorized TFS staff, preparers, and service providers may process registration information for these purposes. Mobile information and SMS opt-in consent are not shared with third parties or affiliates for their marketing or promotional purposes. Registration information is retained as needed for the waitlist, requested services, consent records, and applicable recordkeeping obligations.
Contact [email protected] to request access, correction, or deletion of registration information, subject to applicable retention requirements. Unsubscribe from marketing email using the provided opt-out method; reply STOP to marketing texts. This form is not for sensitive tax or identity documents.
MISSION: REFUND VIP registration is free and provides early announcements, early access to available appointment slots, a complimentary checklist, and giveaway announcements. Registration does not book an appointment, establish a tax-preparation engagement, or guarantee a refund, refund amount, appointment, or prize.
Email and SMS marketing are separate optional choices. SMS updates will start only after messaging registration is approved and valid consent is recorded. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for help, or contact [email protected]. Consent is not a condition of purchasing services. Carriers are not responsible for delayed or undelivered messages.
No tax-service purchase is required to enter a giveaway. Every giveaway will have separate official rules stating eligibility, dates, entry methods, prize details, and selection terms. VIP registration alone does not enter you into a giveaway.