Business Intake Form

SELF EMPLOYED/CORPORATE

Entity Type

Personal information

First name

Last name

Position/Title

Ownership %

Active or passive member

• Active Member: Actively involved in running the business. Can use losses to reduce taxes on other income.

• Passive Member: Not involved in daily operations. Losses can only reduce taxes on passive income.

How many additional members

2. Partner's Name

Position/Title

Active or passive member

Partner's SSN

Partner's Ownership %

3. Partner's Name

Position/Title

Active or passive member

Partner's SSN

Partner's Ownership %

4. Partner's Name

Full Name

Position/Title

Active or passive member

Partner's SSN

Partner's Ownership %

Upload roster

For 4 or more members upload a roster (excel or PDF) of all members Name, position/title, ownership%, active or passive, SSN, and email

Company/ Sole prop information

Company name

DBA/Fictional name license

Another name that you, your LLC, or Corporation goes by.

Business Address

Business Email

What is your principal business or profession (include the product or service)?

a six-digit number that the IRS usually assigns to your business based on the revenue and activities you report in your tax filings

What is your Employer Identification Number (EIN) (if applicable)?

What accounting method do you use?

Cash

Accrual

Did you materially participate in the operation of this business during the tax year?

Yes

You participated in the activity more than 500 hours during the tax year.

Did you start or acquire this business during the tax year?

Yes

Did you make any payments requiring you to file Form 1099?

Yes

Did you pay anyone other than a professional service $600 or more, and did you file 1099 copy A

What were your gross receipts or sales for the tax year?

adding all revenue received within a tax year without subtracting returns, allowances, costs of goods sold, or any other business expenses.

Did you have any returns or allowances? If yes, how much?

Returns and allowances include cash or credit refunds made to customers, rebates and other allowances off the actual sales price.

What was the cost of goods sold for your business?

The cost of goods sold (COGS) is the sum of all direct costs associated with making a product. Typically includes money mainly spent on raw materials and labour. It does not include costs associated with marketing, sales or distribution.

Do you have any other income (e.g., tax credits or refunds)?

If yes, how much?

Expenses

Advertising

Costs for promoting your business, like ads, flyers, or online campaigns.

Car and Truck Expenses

Costs for using a vehicle for business purposes.

Commissions and Fees

Payments to others for services, like sales commissions.

Contract Labor

Payments to independent contractors for work performed.

Depreciation

The decrease in value of business assets over time.

Upload any documents to support any depreciating assets.

Insurance (other than health)

Business-related insurance costs, like liability or property insurance.

Interest

Interest paid on business loans or mortgages.

Legal and Professional Services

Fees for accountants, lawyers, or consultants.

Office Expenses

Costs for office supplies or software used in the business.

Rent or Lease

Payments for renting business property or equipment.

Repairs and Maintenance

Costs for keeping business assets in working order.

Supplies

Items needed for the business that are not inventory.

Taxes and Licenses

Business-related taxes or fees for licenses and permits.

Travel and Meals

Costs for business travel and meals during business meetings (subject to limits).

Utilities

Costs for electricity, internet, and phone services for your business.

Vehicles

Do you claim car or truck expenses?

If yes

How many miles did you drive for

Was the vehicle available for personal use during off-duty hours?

Do you have another vehicle available for personal use?

Do you have evidence to support your deduction?

Other Expenses

Upload an excel spreadsheet, pdf, or word doc of any other expenses

Home Office

Do you use a portion of your home for business purposes?

If yes, what is the total square footage of your home and the square footage used for business?

Notes

Let us know if you have any comments, questions, or concerns in the below field.

Affidavit

I hereby affirm that the information I have provided in the business intake form is accurate, complete, and truthful to the best of my knowledge. I understand that this information will be used by [Your Business Name] to provide the requested services.

I also acknowledge that:

1. It is my responsibility to notify tax preparer of any changes to the information provided.

2. Providing false or incomplete information may impact the quality of services or result in additional costs.

By signing below, I confirm my understanding and acceptance of these terms.

Acknowledge

Signature

Signature field is empty.