Tax Pro Business Intake Form:

Name *

First

Last

Who is your Tax Preparer?

Did you file with us last year?

What year are you filling for? *

Have you Filed With us Before *

Business Name *

Tax ID *

Phone *

Email *

Email

Confirm Email

Business Address *

Address Line 1

Address Line 2

City

State

Zip Code

Type of Business *

What is The Nature of this Business?

Are there any Significant Issues currently with your accounts?

What are the issues?

What Financial accounts do you have?

Are you keeping your business and Personal Finances separate? *

Does your business have employees or inventory? *

Do you have a Profit and Loss statement, expense sheet, or a breakdown of the financial numbers for your business during the previous tax year *

Tax ID documents or business documents *

Drag & Drop Files, Choose Files to Upload You can upload up to 15 files.

Upload your Bank Statements

Drag & Drop Files, Choose Files to Upload You can upload up to 24 files.

Invoice/Receipts

Drag & Drop Files, Choose Files to Upload You can upload up to 15 files.

Any other Tax related documents or expenses

Drag & Drop Files, Choose Files to Upload You can upload up to 15 files.

Signature

Clear Signature

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