This organizer is designed to help you maximize deductions and minimize problems in preparing and filing your tax return. Taxes can be very complex, but this questionnaire will accommodate most taxpayer's situations. Once you are done with the questionnaire, someone from our office will call you to review your submission and schedule a remote/phone appointment to coordinate e-signing of documents and filing return.

If you're not able to complete in one sitting, use the buttons at the bottom of page to save it. 

You'll receive a secure link to come back to it later. 

I acknowledge that all information provided to BLUEPRINTLV LLC is true and accurate to the best of my knowledge.  I understand that I am required to have any supporting documentation to validate the information provided. Furthermore, I understand that knowingly providing false information on my tax return and reporting it to the IRS, that I am taking part in a potentially criminal penalty situation and is punishable by law including but not limited to; facing court dates, restitution and possible imprisonment. I waive BLUEPRINTLV LLC and the preparer of any error due to incorrect information provided by me.  By signing below, I authorize BLUEPRINTLV LLC to file my tax return. 

ALL FORMS ARE REQUIRED. If you do not attach all documents to this form DO NOT EMAIL THEM. We will send access to a secure portal for any additional documents.

If you submit this entry with no income statements, social security cards and/or state issued ID, your submission will be removed from our system.

Business Vehicle Info

You may deduct car/truck expenses for local or extended business travel, including: between one workplace and another, to meet clients or customers, to visit suppliers or procure materials, to attend meetings, for other ordinary and necessary managerial or operational tasks or needs of your business. 

Note: You cannot deduct the costs of driving your car or truck between your home and your main or regular workplace. These costs are personal commuting expenses. You should have kept a record of your business-related mileage over the year. We will use the IRS'S standard mileage rate for the current tax year that ou file for your deduction of business-related travel. This rate accounts for gas, repairs, maintenance, depreciation, and auto insurance (but not interest on a car loan If you do not have a record of mileage or are unsure how to calculate your total, contact our office.

Business Use of Home 
If you use a portion of your home as your principal place of business, you may be able to deduct part of your rent or mortgage, as well as certain other relevant home expenses. In order to claim these business expenses, the part of your home used for business generally must be used exclusively and regularly for business purposes. These purposes can include home office, production/workshop space, storage, etc. For in-home daycare providers, the usage need not be exclusive.

An expense that covers the entire home, such as rent or central heating, is considered an indirect expense. You may only deduct a percentage of these expenses equal to the percentage of the home's area that your business uses. For example, a 150 square foot office in a 1500 square foot home is 10% of the home's total area and would mean 10% of relevant home expenses could be deducted.

An expense that applies only to the business area of the home is called a direct expense. If you heat your basement work studio (and only the studio) with a pellet stove, the cost of the pellets would be fully deductible as a direct expense. If you paint your home office (but not the rest of the house), you can claim the whole expense.

If you use a portion of your home as your principal place of business, you may be able to deduct part of your rent or mortgage, as well as certain other relevant home expenses. In order to claim these business expenses, the part of your home used for business generally must be used exclusively and regularly for business purposes. These purposes can include home office, production/workshop space, storage, etc. For in-home daycare providers, the usage need not be exclusive.

An expense that covers the entire home, such as rent or central heating, is considered an indirect expense. You may only deduct a percentage of these expenses equal to the percentage of the home's area that your business uses. For example, a 150 square foot office in a 1500 square foot home is 10% of the home's total area and would mean 10% of relevant home expenses could be deducted.

An expense that applies only to the business area of the home is called a direct expense. If you heat your basement work studio (and only the studio) with a pellet stove, the cost of the pellets would be fully deductible as a direct expense. If you paint your home office (but not the rest of the house), you can claim the whole expense.

(Correct caculations will be corrected during tax overview call.)