2023 Business Tax Preparation Questionnaire Logo

  • Business Tax Preparation Questionnaire

  • Glad you are here!

    Before you begin - because we value protecting your sensitive information, this form is encrypted and will need to be completed in one sitting.

    Once you've completed these steps above, we'll be in touch with the next steps.

    Please read our FAQs HERE to help answer some common questions in the meantime!

    • General Information 
    • Member/Shareholder Information 

    • Member/Shareholder #1

      • Name:         
      • Phone:         
      • Email:      
      • Ownership at the end of the tax year:      %


      Member/Shareholder #2

      • Name:         
      • Phone:         
      • Email:      
      • Ownership at the end of the tax year:      %


      Member/Shareholder #3

      • Name:         
      • Phone:         
      • Email:      
      • Ownership at the end of the tax year:      %


      More than 3 Members/Shareholders?        

    • Member/Shareholder #4

      • Name:         
      • Phone:         
      • Email:      
      • Ownership at the end of the tax year:      %


      Member/Shareholder #5

      • Name:         
      • Phone:         
      • Email:      
      • Ownership at the end of the tax year:      %


      Member/Shareholder #6

      • Name:         
      • Phone:         
      • Email:      
      • Ownership at the end of the tax year:      %


    • State & Local Taxes 
    • Auto Expenses 

    • Please provide information for your business vehicles below.

      Vehicle #1:
      Make/Model      
      Business miles driven during the tax year:   miles   
      Total miles driven during the tax year:   miles
      Was this vehicle bought or sold during the tax year?         

      Vehicle #2:
      Make/Model         
      Business miles driven during the tax year:   miles         
      Total miles driven during the tax year:   miles     
      Was this vehicle bought or sold during the tax year?         

      Vehicle #3:
      Make/Model:      
      Business miles driven during the tax year:    miles  
      Total miles driven during the tax year:   miles   
      Was this vehicle bought or sold during the year?        

      More than 3 Vehicles?          

    • Vehicle #4:
      Make/Model:      
      Business miles driven:   miles   
      Total miles driven:   miles
      Was this vehicle bought or sold during the tax year?         

      Vehicle #5:
      Make/Model:        
      Business miles driven during the tax year:   miles         
      Total miles driven during the tax year:   miles     
      Was this vehicle bought or sold during the tax year?         

      Vehicle #6:
      Make/Model      
      Business miles driven during the tax year:    miles  
      Total miles driven during the tax year:   miles   
      Was this vehicle bought or sold during the year?      

    • Additional Questions: 
    • Submit 
    • Clear

    • Remember, you can choose to upload your tax docs right after completing this questionnaire and/or you can submit them later to the upload link located in our email signatures.

    • Should be Empty: