Tax Service Form / Formulario de Servicios de Impuestos
Name / Nombre
*
First Name / Primer Nomber
Last Name / Apellido
Email / Correo Electrónico
*
example@example.com
Phone Number / Número de Teléfono
*
Please enter a valid phone number / Por favor ingrese un número válido
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
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Is this your first time filing taxes?
Yes
No
Do you need an Individual Taxpayer Identification Number (ITIN)?
Yes
No
What is the size of your household?
What is your marital status?
Single
Married
Divorced
Widowed
Head of the household
How many dependents are you claiming?
What state are you submitting from?
What forms will you be submitting?
W-2
1095-A
1098-T
1099
Schedule C
Other
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Basic Business Information / Información Básica del Negocio
Business Name / Nombre del Negocio
Date / Fecha
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Total Sales / Ventas Totales
$
Cost of Goods Sold / Costo de Mercancía Vendida
$
Ending Inventory / Inventorio Final
$
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Wages & Payroll / Salarios y nómina
Wages / Salarios
Payroll / Nómina
Outside Labor / Mano de Obra Externa
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Operational Expenses / Gastos Operativos
Advertising & Promotion / Publicidad y Promoción
Office Expenses / Gastos de Oficina
Bank Service Charges / Cargos por Servicios Bancarios
Permits & Licenses / Permisos y Licensias
Utilities & Telephone / Servicios Públicos y Teléfono
Rent / Renta
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Travel & Vehicle Expenses / Gastos de viaje y vehículo
Car & Truck / Vehículo
Total Business MIles / Total de Millas del Negocio
Travel / Viajes
Freight & Postage / Flete y Correo
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Miscellaneous Expenses / Gastos Varios
Meals & Entertainment / Comidas y Entretenimiento
Laundry & Cleaning / Lavandería y Limpieza
Dues & Publications / Quotas y Publicaciones
Insurance / Seguro
Repairs & Maintenance / Reparaciones y Mantenimiento
Depreciation / Depreciación
Supplies / Suministros
Other Expenses (with space for details) / Otros Gastos (con espacio para detalles)
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Schedule Appointment / Agenda Cita
Download Checklist /Descarge el formulario
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Acknowledgement / Reconocimiento
*
By checking this box, I confirm that the infomation provided is accurate to the best of my knowledge. / Al marcar esta casilla, confirmo que la información proporcionada es precisa según mi mejor conocimiento.
By checking this box I certify that I have saved the required tax intake checklist.
By checking this box I certified that I have scheduled an appointment and that I will attend at the data and time selected.
Submit
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