Business Tax Return Assessment

Indus Bridge Ventures Inc.
Business Tax Preparation Assessment

This form is designed to gather general information about your business to provide an accurate estimate for tax preparation services. No sensitive information, such as EINs, account numbers, or detailed financial statements, is required at this stage.
Business Name
Type of Business Entity (check one)
Industry
Year of formation
Primary contact name

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Preferred contact method and best time to contact you
Do you operate in multiple states?

YesNo
Does your business have employees?

YesNo
Does your business use independent contractors?

YesNo
Did your business have any foreign income, assets or accounts?

YesNo
Did you maintain a separate bank account for business transactions?

YesNo
What types of income does your business generate (check all that apply)

Sales/Revenue from goods or servicesRental incomeInvestment or Dividend incomeRoyaltiesOther (pleases specify)
Other income
Do you issue 1099 forms to contractors or vendors?

YesNo
Does your business receive income reported on a Schedule K-1 from another entity?

YesNo
Does your business track expenses separately (e.g., using accounting software)?

YesNo
Do you claim home office expenses?

YesNo
Are there significant business expenses, such as Payroll and employee benefits, Office rent or lease, Equipment or vehicle purchases, Advertising and marketing, Other (please specify):

YesNo
Other expenses
Did your business make charitable contributions?

YesNo
Did your business experience any of the following during the tax year? (check all that apply):

Ownership changes or new partners/shareholdersSignificant asset purchases or salesMajor contracts or business expansionClosure or sale of the businessOther (please specify)
Other
Are you aware of any tax credits or deductions your business may qualify for?

YesNo
Have you filed business tax returns in previous years?

YesNo
Were there any unresolved tax issues from prior years (e.g., IRS notices, audits)?

YesNo
If yes, please briefly describe
Did you file 1099 forms for independent contractors?

YesNo
Do you have the following documents ready? (check all that apply)

Prior year tax returnFinancial statements (Profit & Loss, Balance Sheet)Payroll reportsRecords of large transactions (asset purchases, sales etc.)Other relevant documents (please specify)
Other documents
Will you need assistance gathering any required documents?

YesNo
Would you like to schedule a consultation to review your business tax situation?

YesNo
How did you hear about our tax preparation services?
Disclaimer

This form is for assessment purposes only and does not constitute an agreement to provide services. All information provided will be used solely to prepare your estimate.
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Indus Bridge Ventures Inc.