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Moving You Toward Balance...

Request Tax Preparation

Complete the form below to request tax preparation services. We’ll review your information and follow up with next steps.

Are you a new or returning Calypso Financial Solutions client?
What type of tax preparation do you need?
Do you have any urgent tax filing deadlines or IRS/State tax notices?
How would you prefer Calypso Financial Solutions to contact you?

Privacy & Security Notice


This form is for preliminary tax preparation inquiries only. Please do not include Social Security numbers, dates of birth, bank account information, or confidential tax documents.


If Calypso Financial Solutions is able to assist you, our office will provide instructions for securely submitting the information needed for tax preparation.

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