2021 Client Questionnaire

2024 Business Questionnaire
Note: This questionnaire is intended to be completed for a business that files a separate tax return such as form 1120S or 1065, not for a sole proprietor. If your business activity is filed on a schedule on your personal income tax return, please complete the business tab of the individual questionnaire, rather than this business questionnaire.

It is extremely important that you thoroughly complete this questionnaire and return it to us as it is designed to identify potentional tax savings and to create a complete and accurate tax return.

SUBMIT YOUR SUPPORTING DOCUMENTS IN ONE OF THE FOLLOWING WAYS:
- Upload your information electronically through our secure system, SafeSend. You can find the link in our email signatures OR send us an email at admin@strategictaxplanners.com to request a link
- Fax to 929.523.1312
- Mail/ Deliver to: 1045 Bay Ridge Ave, Suite 1, Brooklyn, NY 11219
  - We have a drop box outside our office doors that is available Monday - Friday 8am - 5pm. Please use this drop box if you are submitting hardcopies
SUPPORTING DOCUMENTS NEEDED FOR US TO BEGIN WORKING ON YOUR RETURN:
- Accountants Copy of your QuickBooks file with a 1/1/23 dividing date (or first day of your new fiscal year) with bank, credit card, and loan accounts reconciled
- If your records are in a different accounting software, please provide a two-year comparative Balance Sheet and two-year comparative Profit & Loss Statement
- If you do not use an accounting software program, please provide a summary of all 2023 business transactions (Excel format preferred)
- Year-end statements for any business loans
- Completed questionnaire
- Completed engagement letter
If you send your file via intuit, email it to admin@strategictaxplanners.com and provide your QuickBooks Transfer password:
This password is specifically created when you transfer the file and may not be the same as your regular file password.
Please provide your Admin QuickBooks file password:

Contact Information

(Please complete even if you have provided us the same information in the past)
Business Name:
Primary Contact Name:*

First NameLast Name
Title:
Preferred Email*
example@example.com
Primary Phone Number*
Please enter a valid phone number.
Please select type of phone:

CellOfficeHome
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Do you consent to receive from us text notifications and reminders regarding the preparation of your tax return? We will not send marketing communications via text messaging.

YesNo
Phone Number for Text Messages
Please enter a valid phone number.
Do you want to receive your invoice via email with Paperless Billing?

YesNo
Email
example@example.com
FINAL TAX RETURN

We will send you a copy of your final tax return in a secure email unless you do not have email, or you ask us otherwise.
Comments

Are you a new client to Strategic Tax Planner, LLC this year?

YesNo
Please click on the arrow below to provide new client information, if not already provided to us. If you have comments regarding any of the items below, please leave them in the comment section at the bottom of this page.

NEW CLIENT
FEIN
No Dashes
State Wage Withholding/Sales Tax Account
No Dashes
Also please upload the following items to SafeSend, if you have not already provided them to us:
- Prior year tax return (Federal and State)
- Prior year depreciation schedules if applicable (you may need to contact your previous tax preparer)
- Articles of incorporation/organization, by laws, and/or operating agreement
- Copy of IRS letter confirming your business ID number and entity type
- IRS acceptance letter for S-Corporation status, if applicable
Please briefly describe your business:
Comments

Does your business file the Form 1120S S-Corporation income tax return?

YesNo
As a shareholder of an S-Corporation, the IRS requires you to pay yourself (and other shareholders who work for this business) a salary that is reasonable based on what you would have paid a non-owner to do your job. This is based on a variety of factors, including: the work performed, number of hours, market rates, experience, education, and proficiency required, etc. We strongly recommend you document your research and conclusions and keep this in your tax files. If the IRS determines that your salary is inadequate, they could assess additional payroll taxes as well as penalties. Based on this, do you believe that the salary you have recorded meets these requirements?

YesNo
For all officers that are paid compensation: Did all officers work for the business full time (average 40+ hours/week) during 2023?

YesNo
If no, how many hours per week on average did each officer work during 2023 (provide hours per week for each officer)
Comments

Did the business acquire rental or business real property during 2023?

YesNo
If yes, click on the arrow below to provide information regarding your purchase of business real property. If you have comments on any item, please leave them in the comment section at the bottom of the page.

Purchase of Rental or Business Real Property
How many rental or business properties did you purchase?

123
Please provide copies of the purchase closing statement of any real property purchased in 2023. Also, provide copies of any refinancing settlement statements if you refinanced the property after purchase.

NOTE: There are certain items included in a real property purchase that can be depreciated over a shorter period of time than the building. Although this step is OPTIONAL, by identifying the value at purchase of these items we can maximize the current year tax deductions for your property.

Property #1
New Property Address:
Please provide the value at purchase of the following items included in the original purchase of the real property purchased:
Refrigerator:
Stove:
Oven:
Dishwasher:
Microwave:
Washer:
Dryer:
Flooring - Tacked Down Carpet:
Window Coverings:
Hot Water Heater:
Furnace:
Air Conditioner:
Roof:
Landscaping:
Other (please describe):
Comments

Property #2
New Property Address:
Please provide the value at purchase of the following items included in the original purchase of the real property purchased:
Refrigerator:
Stove:
Oven:
Dishwasher:
Microwave:
Washer:
Dryer:
Flooring - Tacked Down Carpet:
Window Coverings:
Hot Water Heater:
Furnace:
Air Conditioner:
Roof:
Landscaping:
Other (please describe):
Comments

Property #3
New Property Address:
Please provide the value at purchase of the following items included in the original purchase of the real property purchased:
Refrigerator:
Stove:
Oven:
Dishwasher:
Microwave:
Washer:
Dryer:
Flooring - Tacked Down Carpet:
Window Coverings:
Hot Water Heater:
Furnace:
Air Conditioner:
Roof:
Landscaping:
Other (please describe):
Comments

Do you have a home office?

YesNo
If yes, click on the arrow below to provide information regarding your home office. If you have comments on any item, please leave them in the comment section at the bottom of the page.

Home Office
If the business owner has a qualified home office, please complete the following (include the total amount of each expense; we will calculate the home office portion). If you do not know what qualifies, please ask us.
Square footage of the space used solely for business:
Total square footage of your home:
Is this a new home office in 2023?

YesNo
Purchase price of home:
Cost of major improvements:
Date home office first used:
If you would prefer to use the IRS standard home office deduction of $5/square foot (maximum of $1,500), please indicate below and do not complete the remainder of this addendum. If you file an S-Corporation return, you cannot use this standard home office deduction, so make sure to select no below.
I am not an S-Corporation and want to use the standard home office deduction:

YesNo

Home Office Details:
2023 Mortgage Interest Paid:
2023 Property Taxes Paid:
2023 Rent Paid (if you do not own the home):
2023 Utility Costs Paid (Electric, Gas, Water, Sewer, Trash):
2023 Property Insurance Costs Paid:
2023 Mortgage Insurance Paid (not the same as property insurance):
2023 Maintenance Expenses Paid:
2023 Repairs Paid:
2023 HOA Fees Paid:
2023 Capital Improvements and/or Appliances (include description, date in service, and amount):
2023 Other Home Office Expenses Paid (please describe):
Comments:

When you are confident that you have completed this form in its entirety, click the submit button.

A copy of this 2023 business questionnaire should be emailed to you from Jotform. If you do not receive a copy, please let us know and we can email a copy to you. Be sure to check your spam or junk folders.
Email
example@example.com
Should be Empty:

2024 Business Questionnaire

Contact Information

If you have comments regarding any of the items below, please leave them in the comment section at the bottom of this page.

If you have comments regarding any of the items below, please leave them in the comment section at the bottom of this page.

When you are confident that you have completed this form in its entirety, click the submit button.