The Business Barbie Appointment Calendar

Name*

First NameLast Name
Email*
example@example.com
Phone Number*
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Appointment Details
MY Appointment*
What service do you need? *

Pre Season Cash AdvancePersonal Tax FilingBusiness Tax Filing
Attention tax clients,

Please be advised that cash advance applications can not be completed with last check stub.

If you earned wages from an employer or multiple employers for 2023 you are legally obligated to apply with all sources of income.

If you are a full time entreprenur and earned NO wage income, unemployement income or income from third party you can apply for the pre season advance.

If you are an entreprenur but also had wage income(W2) unemployment inocme (1099G) contrctor income (1099MISC or 1099NEC) or merchant income (1099K) you CAN NOT apply for cash advance until ALL tax documents have been received.

Thank you kindly,

Mrs Treana

Your favorite tax professional!
Document Checklist:

Photo ID

Social Security Cards

Birth Certificates

Proof Of Address

Dependent Information

Childcare Provider Statement

Bank Account Information

W2's

1099's (1099NEC - 1099MISC - 1099K)

1098T (Tuition Statement)

Record Of Business Income & Expenses

(Stripe, Paypal, Square, Venmo, Cash App, Bank Statements, Receipts)

Last year tax return (new clients only)
Do you have any specific questions for the meeting?
Should be Empty:

Appointment Details