K. Reigns Group

K. Reigns Group

Tax Prep Client Intake Form
SingleHead of HouseholdMarried Filing SeparateMarried Filing JointQualifying Widower
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Enter your dependents here

General Expenses

Rows	Amount
Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Cash Contributions
Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Tax Preparation Fees
Investment Expenses
Adoption Expenses

Business Information (Taxpayer)

Name of BusinessBusiness EIN (If Applicable)
Occupation/Industry - business (Taxpayer)
Single Member LLC, Sole Proprietor, 1099 Independent Contractor, Side HustlesS - CorpC-CorpPartnershipNot Applicable
Business Address or Virtual Address (Taxpayer Section)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Business Revenue of Taxpayer

Rows Amount

Revenue

Business Expenses of Taxpayer

Rows	Amount
Tax Preparation Fees
Marketing/Advertising
Business Travel
Office lease/Virtual office rent
Business Attire/ Uniform
Meals
Contract Labor
General Supplies
Equipment (Ex: phone, computer, printer, Tools)
Cost of Goods (for product-based businesses)
Additional supplies and material cost to put product together
Interest from business loans
Office/ Warehouse Utilities
Repair & Maintenance (equipment, office, warehouse)
Taxes & Licenses (sales tax collected from customers)
Cost of Labor for creation of product (retail section)
Postal, Shipping & Handling, Freight
Vehicle Mileage (Business use for the year)

Business Information (Spouse)

Name of BusinessBusiness EIN (If Applicable)
Occupation/Industry - Business (Spouse)
Single Member LLC, Sole Proprietor, 1099 Independent Contractor, Side HustlesS - CorpC-CorpPartnershipNot Applicable
Business Address or Virtual Address (Spouse Section)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Business Revenue of Spouse

Rows Amount

Revenue

Business Expenses of Spouse

Rows	Amount
Tax Preparation Fees
Marketing/Advertising
Business Travel
Office lease/Virtual office rent
Business Attire/ Uniform
Meals
Contract Labor
Supplies
Taxes and Licenses
Equipment (Ex: phone, computer, printer, Tools)
Cost of Goods (for product-based businesses)
Additional supplies and material cost to put product together.
Interest from business loans
Office/Warehouse Utilities
Repair & Maintenance (equipment, office, warehouse)
Taxes & Licenses (Sales tax collected from customers)
Cost of Labor for the creation of a product
Postal, Shipping & Handling, Freight
Vehicle Mileage (Business use for the year)

Additional comments (Please include any tax issue concerns, details, or information on tax years that have not been filed.) K. Reigns Group, LLC main focus is to ensure our clients records are in compliance to ensure you aren't wasting your hard-earned money on IRS penalties, fees, and unnecessary issues with the State or Government.
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Life Insurance (Build wealth w/insurance)Business CreditPersonal CreditNeed an additional income (Passive or Semi-Passive Income Stream)
I confirmed that all information I entered here is accurate and true. I allow K. Reigns Group to capture my sensitive data like personal id, government id, social security number (SSN), and other information. I have read the terms and conditions and privacy policy of K. Reigns Group. By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
Taxpayer Signature

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Date Signed

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Spouse Signature

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