2024 Business Tax Questionnaire Logo

  • 2024 Business Tax Questionnaire

  • Who's ready for some taxes?! Glad you are here!

    A quick note before you begin - because we value protecting your sensitive information, this form is encrypted and will need to be completed in one sitting. Unfortunately you cannot save your progress and come back to it later.

    Don't worry, just answer the questions to the best of your ability and we will follow up for additional info, if needed.

    • 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
    • Should be Empty: