Tax Planning
Client Information Form
Individual Name
Individual Home Address
Own or Rent
Own
Rent
Company Name
Company Office Address (if applicable)
Office Information
I have a physical location
I office out of my home
I have an office, and work from home
Monthly office rent amount
Do not include utilities
Do you have a retirement plan?
Roth 401(k)
Self Directed Retirement Funds
Simple 401(k)
Simple IRS
Solo 401(k)
Individual Home Residence Expenses
Rows
Information Input
Square Footage of Home
Square footage of designated Office Space
Average monthly utilities
Annual snow removal cost
Annual cleaning cost
Annual pest control
Annual home insurance
Annual HOA fee
Annual security cost
Annual repairs & maintenance
Annual lawn & landscaping (DIY or service fees)
Annual expenses used in the office 100%
Children / Dependants
Rows
NAME
AGE
CHILD 1
CHILD 2
CHILD 3
CHILD 4
Following Documentation Available
Previous Year Personal Tax Return
Previous Year Corporate Tax Return
Previous Year Profit & Loss and Balance Sheet
Previous Year w2 form (Owner & Spouse)
File Upload (listed above)
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