Choose You Tax Professional
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Ki Perry
Arisha Bolden
Egypt Anderson
Ashley Webb
Name
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First Name
Last Name
Business Occupation
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What is your business legal name or DBA?
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Business EIN if applicable
If you do not have one type N/A
Business Phone Number
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Please enter a valid phone number.
Website if applicable
How do you advertise your business? Select all that applies *
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Business Cards
Word of Mouth
Billboard
Postcards
Social Media
Ads
Flyers
Other
Business Address
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Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Business Formation Type
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Please Select
Sole Proprietorship
LLC
C Corporation
S Corporation
Did you receive 1099 form(s) from people that paid services form you in 2023? *
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Yes
No
Did you issue a 1099 form to others who you paid throughout the tax year 2023?
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Yes
No
Do you have a business checking account?
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Yes
No
Did you receive a 1099 form from others who have paid you through out the tax year?
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Yes
No
Does your occupation require a professional license ?
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Yes
No
Provide a brief description of the services/good you provide *
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What documents can you provide to prove this is a real business in case of an audit? Select more than one
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EIN NUMBER
BUSINESS CHECKING ACCT
CLIENT LIST
INVOICES
BUSINESS REGISTRATION
BUSINESS CREDIT CARD
WEBSITE (NOT SOCIAL MEDIA PAGE)
NONE
Other
By law, you are required to keep adequate records. What type of records do you maintain to verify business income and expenses (Select all that applies) *
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Paid Invoices
PayPal
Venmo
Planner/Calendar
Client List
Typed or Written Ledger
Mileage Log
Lease
Business Bank Statements
Cashapp
Back
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How much money did you generated for the tax year 2023 from January - December?
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BUSINESS EXPENSES
List the amount that you spent in expenses for the tax year. No decimals or cents required.
Advertising
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Website, domains, marketing material, post cards, etc
Commission and Fees
How many business miles are you claiming for this tax year?
If you are claiming mileage, we will calculate the dollar amount. You must keep a mileage in case of an IRS audit. If you are claiming mileage, you can not claim any other expenses for your vehicle
Website cost per month? (If applicable)
Contractor Labor
How much did you pay others that you do not consider an employee
Employee Benefits
Including health insurance you paid for your employees
Insurance
Business Insurance
Mortgage Insurance
for business property
Loan Interest
For business loans only
Legal Expenses
Fees paid for tax preparation, an accountant, or an attorney related to your business
Office Expenses
Office supplies and postage
Continuing Education Cost
Rent Machinery/Equipment
Did you rent any items for your business, if so, what was the cost?
Rent/Lease Property
What was the total amount that you paid for renting or leasing a space. (Example; Booth rent for the year)
Repairs
What is the cost of repairs for your property such as painting, or updating the space.
Supplies
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Taxes and License
Meals
Utilities
For you rental/lease space
Business Cell Phone
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Business Phone Line
Did you use any apps to operate your business in 2023? If so what apps and how much per month?
By signing below I certify that my income and expenses are correct to the best of my knowledge. In the event of an audit, I can substantiate my income and expenses from my receipts and bank statements. Tax Experts & Associates,LLC shall not be held liable for any IRS audit or investigation resulting from inaccurate information provided or withheld by myself the taxpayer.
Signature
*
Date
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Month
-
Day
Year
Date
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