Tax Preparation

How did you hear about us?

Referral

Google Search

Social Media

Referral Name

First Name

Last Name

SSN

Mailing Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Phone Number

Email Address

Date of Birth (MMDDYYYY)

For Tax Year(s)

Filing Status

Spouse First Name

Spouse Last Name

Spouse SSN

Spouse Phone Number

Spouse Email Address

Spouse Date of Birth (MMDDYYYY)

Number of Dependents

Dependent #1 First Name

Dependent #1 Last Name

Dependent #1 SSN

Dependent #1 Date of Birth (MMDDYYYY)

Dependent #1 Relationship

Dependent #1 Disabled

Yes

Dependent #1 Child Care Expenses

Yes

Did dependent #1 Attend College?

Yes

Dependent #1 Attended College or University (# of Years 1- 5)

Dependent #2 First Name

Dependent #2 Last Name

Dependent #2 SSN

Dependent #2 Date of Birth (MMDDYYYY)

Dependent #2 Relationship

Dependent #2 Disabled

Yes

Dependent #2 Child Care Expenses

Yes

Did dependent #2 Attend College?

Yes

Dependent #2 Attended College or University (# of Years 0 - 5)

Dependent #3 First Name

Dependent #3 Last Name

Dependent #3 SSN

Dependent #3 Date of Birth (MMDDYYYY)

Dependent #3 Relationship

Dependent #3 Disabled

Yes

Dependent #3 Child Care Expenses

Yes

Did dependent #3 Attend College?

Yes

Dependent #3 Attended College or University (# of Years 0 - 5)

Dependent #4 First Name

Dependent #4 Last Name

Dependent #4 SSN

Dependent #4 Date of Birth (MMDDYYYY)

Dependent #4 Relationship

Dependent #4 Disabled

Yes

Dependent #4 Child Care Expenses

Yes

Did dependent #4 Attend College?

Yes

Dependent #4 Attended College or University (# of Years 0 - 5)

Dependent #5 First Name

Dependent #5 Last Name

Dependent #5 SSN

Dependent #5 Date of Birth (MMDDYYYY)

Dependent #5 Relationship

Dependent #5 Disabled

Yes

Dependent #5 Child Care Expenses

Yes

Did dependent #5 Attend College?

Yes

Dependent #5 Attended College or University (# of Years 0 - 5)

Direct Deposit Refund

Yes

Bank Name

Account Type

Checking

Savings

Routing Number

Account Number

Do you own or are partnered in a business?

Yes

Business EIN

Business Name

Business Mailing Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Product and/or Service

Product

Service

Date Started

State Organized

How Formed?

Are you ready to provide annual dollar amounts?

Yes

Provide "ANNUAL" dollar amounts where appropriate

Income Received

Inventory Purchases

Accounting Fees

Advertising, Website

Bank Fees

Car & Truck

Year, Make, Model

Date purchased

Current Odometer

Estimated business miles driven

Fuel

Repairs

Cell Phone

Contractors (Total Form 1099-NEC)

Insurance – Business

Insurance – Homeowner’s or Renters

Internet

Interest Paid

Legal Fees

Licenses/Permits

Meals/Entertainment

Office

Payroll Processing Fees

Postage

Rent

Repairs/Maintenance

Security

Subscriptions

Supplies

Travel

Trucker # away from home base

Utilities – Business Location

Utilities – Home Office

W-2 Wages Paid

Do you have a secondary or rental property?

Yes

Property Description

Single-Family

Multi-Family

Commercial

Vacation

Property Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Date purchased

Date placed in service

Days available for rent

Personal use days

Are you ready to provide annual dollar amounts?

Yes

Provide "ANNUAL" dollar amounts where appropriate

Rental Income Received

Accounting Fees

Advertising, Website

Bank Fees

Car & Truck

Year, Make, Model

Date purchased

Current Odometer

Estimated business miles driven

Fuel

Repairs

Cell Phone

Cleaning and maintenance

Insurance – Business

Insurance – Homeowner’s or Renters

Internet

Mortgage Interest Paid

Legal Fees

Postage

Property Management Fees

Property Taxes

Repairs

Supplies

Utilities – Home Office

Utilities – Rental Property

Other Expenses

Number of Partners or Members

Partner or Member #1 First Name

Partner or Member #1 Last Name

Partner or Member #1 Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Partner or Member #1 Phone Number

Partner or Member #1 Email Address

Partner or Member #1 Profit %

Partner or Member #1 Capital Contributed

Partner or Member #2 First Name

Partner or Member #2 Last Name

Partner or Member #2 Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Partner or Member #2 Phone Number

Partner or Member #2 Email Address

Partner or Member #2 Profit %

Partner or Member #2 Capital Contributed

Partner or Member #3 First Name

Partner or Member #3 Last Name

Partner or Member #3 Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Partner or Member #3 Phone Number

Partner or Member #3 Email Address

Partner or Member #3 Profit %

Partner or Member #3 Capital Contributed

Partner or Member #4 First Name

Partner or Member #4 Last Name

Partner or Member #4 Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Partner or Member #4 Phone Number

Partner or Member #4 Email Address

Partner or Member #4 Profit %

Partner or Member #4 Capital Contributed

Partner or Member #5 First Name

Partner or Member #5 Last Name

Partner or Member #5 Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Partner or Member #5 Phone Number

Partner or Member #5 Email Address

Partner or Member #5 Profit %

Partner or Member #5 Capital Contributed

Number of Officers, Directors, and/or Trustees

Officer, Director, and/or Trustee #1 First Name

Officer, Director, and/or Trustee #1 Last Name

Officer, Director, and/or Trustee #1 Title

Officer, Director, and/or Trustee #1 Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Officer, Director, and/or Trustee #2 First Name

Officer, Director, and/or Trustee #2 Last Name

Officer, Director, and/or Trustee #2 Title

Officer, Director, and/or Trustee #2 Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Officer, Director, and/or Trustee #3 First Name

Officer, Director, and/or Trustee #3 Last Name

Officer, Director, and/or Trustee #3 Title

Officer, Director, and/or Trustee #3 Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Officer, Director, and/or Trustee #4 First Name

Officer, Director, and/or Trustee #4 Last Name

Officer, Director, and/or Trustee #4 Title

Officer, Director, and/or Trustee #4 Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Officer, Director, and/or Trustee #5 First Name

Officer, Director, and/or Trustee #5 Last Name

Officer, Director, and/or Trustee #5 Title

Officer, Director, and/or Trustee #5 Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Are you ready to upload your tax forms and documents?

Yes

Would you like to schedule a free 30-minute consultation?

Yes

Terms and Conditions

The following outlines the terms and conditions of our tax preparation engagement with you.

Invoices are due and payable upon receipt, in advance, of tax services being performed.
The tax preparation fee is based on the complexity and time required to prepare the return.
You are responsible for providing all information and tax documents required to initiate service.
DOCUMENT SUBMISSION: You agree to submit your tax documents using the following
approved methods: SecureFile, Email, Postal or Package delivery, Fax or drop-off.
DOCUMENT SUBMISSION DEADLINE: To ensure tax returns are filed by the deadline, all tax
information and documents must be successfully received in our office NO LATER THAN ten (10)
business days prior to the tax filing deadline.
Tax information and documents received after the submission deadline may still be processed,
however, there is NO GUARANTEE the return will be filed on or before the tax deadline.
Tax returns are prepared in first come, first served order.
If EXPEDITED SERVICE is requested, you agree to pay an additional $150 RUSH FEE per return.
We may ask you to clarify some items but will not audit or otherwise verify the data you submit.
If applicable, we will return your original tax documents to you at the end of the engagement.
If we are unable to e-file your return, you will be solely responsible to file the returns with the
appropriate taxing authorities.
You agree to carefully review the tax return reports and Signature Documents before signing.
Our engagement to prepare your tax return will conclude with the delivery of the Client Copy.

Check the box to affirm your understanding and agreement to the terms and conditions.

I have read and agree to the Terms and Conditions