Business Client Form
Use this form to provide information for your business filing (1065, 1120, 1120-S, 990/990-EZ). If you come to this form with all of your materials prepared, please anticipate at least 20 minutes to complete it. Please note that the form is encrypted, and you will be unable to save it to continue later. Should you have questions while filling this out, feel free to email me at makinidoestaxes@thefabulistsagenda.com or text me at 215-868-7690
If You Have More Than One Business
PLEASE NOTE: if you have more than one business filing, you should complete a separate form PER business
Business Contact Email
*
example@example.com
Will this business form be associated with the 2025 tax year? If not, please select "Other" and list the year that to which this worksheet will refer (ex. Jan 1, 2021 - Dec 31, 2021)
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Yes, 2025 tax expenses
Other
Have I (or has another tax preparer at Philly Tax Prep for Artists) filed your taxes in a previous year?
*
Yes
No
BUSINESS STRUCTURE
Legal Business Name
*
FEIN
*
XX-XXXXXXX
Any other DBAs (doing business as)
Business Type
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Partnership
Limited Liability Company (LLC)
Joint Venture (for married couples)
S Corp
C Corporation
Non-profit entity (501c3)
None of the above
Have there been changes in the Owners/Shareholders/Partners/Representatives or the percentages of ownership of the business they have?
*
Yes
No
Owners/Shareholders/Partners/Representatives (alternatively upload a document that details this with balance sheet below)
*
Other Business Types
Please await a response from me via email so that we can figure out whether I can get you the tax help you need, or will need to refer you to someone who can. If you have additional information to include here, please do so below, and then submit this form. I will be in touch shortly
Submit
What does this business do?
*
for example: Non-Profit Art Service Re-Granting Organization
Is the above selected year your first year of business?
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Yes
No
Upload the last two years of business returns for this business (unless you have already uploaded them in Intuit Link)
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Please check all that apply (feel free to email me at makinidoestaxes@thefabulistsagenda.com if you have questions):
*
The business spent over $250 this year on making itself more accessible to people with disabilities (ex. we hired interpreters, bought software for captioning automation, hired a disability justice firm for an audit)
The business is the legal owner of land or real estate
This business is the legal owner of depreciable assets: cars, technological equipment, furniture, etc. (NOT real estate)
The business hired one or more contractors during the year that was paid $600 or more
The business has one or more W-2 employees
MONEY MANAGEMENT
Do you use money management software to track your business expenses? (i.e. Wave, Expensify, Simplifi, Quickbooks, business bank affiliated software)
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Yes
No
Yes we do, and you are already listed as an accountant or user on our software
Does your money management software allow you to add an accountant (if you use Quickbooks, the answer is "yes") or tax preparer to your account to share your financial information with them?
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Yes
No
Not sure
What is your money management software?
Would you like to add me as an accountant (or the equivalent) on your money management software?
*
Yes, and I have JUST finished adding your email address — makinidoestaxes@thefabulistsagenda.com — to my account so that you can access most of my deduction information there
No, I would like to enter all of my deduction information via this form
BALANCE SHEET
Does your money management software produce balance sheets?
*
Yes
No
Not Sure
Please upload a Balance Sheet here. If you do not have a balance sheet, do not know how to create one, or do not know what a balance sheet is, please upload below bank, credit, and other loan statements for the entirety of the year listed above
*
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Is Partner / Member / Shareholder equity tracked on the balance sheet in separate accounts per Partner / Member / Shareholder?
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Yes
No
Not Sure
I did not upload a balance sheet
INCOME AND EXPENSES
Please upload an Income & Expenses Statement (or spreadsheet), Profit & Loss Statement (or spreadsheet), or Statement of Activity here
*
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DISABLED ACCESS CREDIT
Do you categorize your access related expenses in the same way that you did the last time that we prepared your returns?
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Yes
No
Not Sure
We did not have access related expenses in excess of $250 the last time you prepared our returns
With your money management, do you specifically categorize which expenses are related to expenses that create access for people with disabilities?
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Yes
No
Not sure
Please list the category (or categories) on your Income & Expenses Statement, Profit & Loss Statement, or Statement of Activity that is associated with access for people with disabilities
*
Please list the total amount your business spent during the year on access-related expenses
*
LAND AND BUILDINGS
Has your business purchased any new land or buildings since we last prepared your business returns?
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Yes
No
Has your business purchased any new land or buildings that are not listed on the returns you attached above?
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Yes
No
Please upload here any files related to the purchase and closing on business real estate, as well as receipts or invoices for renovation work related to the real estate. If your business real estate includes renovation of an old building, reforestation, or use of alternative energy sources (solar or wind power), please include documentation for this as well.
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Does your money management software organize tax-related expenses for business real estate?
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Yes
No
Not sure
OTHER BUSINESS PROPERTY
Has your business purchased any property for $500 or over since last we prepared your returns?
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Yes
No
Has your business purchased any property for $500 or over that are not listed on the returns you attached above?
*
Yes
No
Business Property
*
Does your money management software organize tax-related expenses for the business use of depreciable assets?
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Yes
No
Not sure
CONTRACT LABOR
Did you send a 1099 form to the contractor(s) you paid $600 or more?
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Yes
No
Not yet, but I plan to
Please upload all 1099s you issued to your contractors
*
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How many contractors did you pay in total?
*
EMPLOYEES
Is all of your payroll information tracked in your money management software?
*
Yes
No
Not sure
Have you issued your employee(s) W-2 forms?
*
Yes
No
Not yet, but I plan to
Payroll Expenses
*
Select any of the following that are true:
*
I have one or more employees in a Work Opportunity Tax Credit category (including unemployed and/or disable veterans, previously incarcerated people, people living in Empowerment Zones or Ruran Renewal Counties, SNAP recipients)
My business is in the food and beverage industry
My business provides childcare for employees
My business provides family and medical leave for employees
None of the above
ANYTHING ELSE
Upload any information here related to the additional information you included above
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