Trucker Intake Form

Name

First NameLast Name

Address

Phone

EIN

Email Address

example@example.com

DOB

Business Name

Business Address if Different from above

Drivers License

**Please answer the questions below.

How did you hear about us?

Is this your first time filing?

Are you current on your taxes?

If No list the years not filed

Are you a W2 Driver?

Do you have your own authority?

Do you have your own MC?

Do you have your truck?

Types of equipment?

Are you an independent contractor?

Are in a Lease-Own Program?

Do you employ other drivers?

How do you book your loads

Do you use Factoring?

OTR or Intermodal

Do you have bookkeeping?

How do you track your expenses

Make/Model

Year of Truck

Year of Purchase

Cost/Financed Amt

*If financed please upload a copy of the purchase agreement. If lease please upload the lease agreement

Night in Truck during Year

Days Returning during Tax Year

Rent/Mortgage

Total Sq Footage

Office Space Sq Footage

Utilities

**Please mark any of the following expenses you may currently have

I understand the following:

Benchmark Tax Services LLC will prepare my tax return based on the information that I provide. I am responsible for providing accurate and complete information to Benchmark Tax Services LLC. Benchmark Tax Services LLC is not responsible for any errors or omissions that are caused by inaccurate or incomplete information that I provide. Benchmark Tax Services LLC will keep my tax information confidential, except as required by law. I have the right to review my tax return before it is filed. I am responsible for paying any taxes, penalties, and interest that are due on my tax return.

Signature

Date

Trucker Intake Form

CLIENT INTAKE FORM

*TRUCK INFORMATION

*PER DIEM INFORMATION

*HOME OFFICE DEDUCTION