2025 Client Intake Form

CLIENT INTAKE FORM
Thank you for taking the time to complete your Client Intake Form. This information is critical to ensure your tax return is filed accurately. Please take your time and review all information before you submit. Upload all documents here or through your client portal. Please note that if documents are missing or information is incorrect this will result in a delay in processing your return.

If you are filing multiple years you must complete a separate form for each year.
How did you hear about us?*
If someone referred you, please type his or her name here.
Who is your tax agent?*
New clientReturning client
Which tax year are you filing for?*

YesNo
YesNo
Please upload 1099-NEC form*

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YesNo
YesNo
What kind of business do you own?*
Ex: Lash Tech, Makeup Artist, Construction, Roofing
What is the name of your business?*
Leave blank if you conducted under your own name and not a business name)
EIN- Employer Identification Number (if applicable)
Business owned by:*
YesNo
CashAccrual
YesNo
YesNo
Legal Address of Business*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
What is your business email address? (if applicable)
example@example.com
What is your business phone number?
Please enter a valid phone number.Format: (000) 000-0000.
How long have you owned your business?*
What services do you perform?*
Do you maintain separate banking accounts for personal and business transactions?*
YesNo
Please provide documentation of business license and registration if applicable

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Please upload supporting business income & expense documents or use the Income & Expenses Worksheet below (ex: Profit & Loss Statement, Summary of Income, or Spreadsheet with Expenses).

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Business Income & Expenses Worksheet

If you received any sort of cash income, you are required to file a Schedule C. This allows you to deduct expenses incurred throughout the year. These expenses may include, but are not limited to, gas, tolls, mileage, food, supplies, and other costs directly related to business purposes. Please provide the total annual amounts for these expenses below.
What was your total income for the year?*

Vehicle Business Use

If you use your car for business purposes, you may be able to deduct car expenses. To deduct mileage for auto expenses on a tax return, a log must be kept which details mileage driven for business purposes. This log, or something which keeps track of mileage, would be needed to justify the write-off for the expense in the event of an audit. Fill out the following information about your vehicle.
YesNo

YesNo
YesNo
YesNo
Home Office Deduction

You may be able to deduct certain expenses for the part of your home that you use for business. In order to deduct these expenses, you must use an area of your home exclusively and regularly for business. If you regularly use an area of your home exclusively as an office, for inventory storage or to meet clients/customers, you can deduct a portion of your real estate taxes, mortgage interest, rent, casualty losses, utilities, insurance, depreciation, maintenance, and repairs. You can deduct 100% of the expenses that are related specifically to your home office, for example: painting, cleaning or repairing your home office.
YesNo
Description of work done in home office*
Square footage of entire home*
Square footage of home office*

Rows	Amount
Advertising
Commissions & Fees
Employee Benefits
Health Insurance
Other Insurance
Mortgage Insterest (office space)
Other Insterest
Legal & Accounting Fees
Tax Prep Fees
Repairs & Maintenance
Education & Seminars
Office Expenses
Pension & Profit Sharing Plans
Rent-Vehicles
Rent-Equipment
Rent-Building
Supplies
Taxes & Licenses
Meals
Lodging
Utilities (office space only)
Wages
Other Expense (specify)
Other Expense (specify)
Other Expense (specify)
Other Expense (specify)
Other Expense (specify)

Rows	Amount
Mortgage interest
Real estate taxes
Rent
Home owner's insurance
Repairs & maintenance
Total amount paid for electricity this year
Total paid for water bill this year
Total paid for gas bill this year
Total paid for security this year
Total paid for internet this year
Total Paid for HOA bill this year
Other Expenses (specify)

Are you claiming any dependents on your tax return?*
How many dependents are you claiming?*
Dependent 1*
Dependent 2*
Dependent 3*
Dependent 4*
Please upload birth certificates, SS cards o ITIN and proof of residency for all your dependents

Cancelof
YesNo
YesNo

Rows	Vehicle #1	Vehicle #2
Make
Model
Year
Date place in service
Business mileage for the year
Total mileage for the year

Rows	Provider #1	Provider #2
Care Provider's Name
Address
SSN/ITIN or EIN
Total amount paid for the year
Who was the care for? (dependent's name)

CLIENT INTAKE FORM