2027 VIP Tax Waitlist | Potts Agency

Join the 2027 VIP Tax Waitlist

Stay connected with Potts Agency as we prepare for the 2027 tax season. Receive service updates and notification when tax appointments open.

First name *

Last name *

Email address *

Mobile number Optional

State *

Preferred contact method *

Tax needs *

Income types (optional — select all that apply)

Is there anything else you would like us to know?

Do not include Social Security numbers, account numbers, or sensitive tax information.

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Joining does not book an appointment.

Please do not submit sensitive tax information.

Prepare Early

Gather your documents ahead of time so your appointment goes smoothly. Check items off as you go — your progress is saved on this device.

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A general guide to help you prepare — your situation may require additional documents. This list is not tax advice.