Black Tie Management Financials Consultation Form

CONSULTATION

"Redefining Financial Success - The Black Tie Way"
CLIENT INFORMATION

Basic Info
Full legal name*

First NameLast Name
Date of birth*

MonthDayYear
DOB
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Is this a new address with the IRS?

YesNo
Phone Number*
Email address*
example@example.com
Service Information
Are you an individual or a business?

IndividualBusinessBoth
SERVICES NEEDED (KEY SECTION)
Which services are you interested in? (Check all that apply)

Credit RepairCredit BuildingPersonal Tax PreparationBusiness Tax PreparationBookkeepingPayroll & ReportingLLC / Business Setup
CREDIT REPAIR & CREDIT BUILDING SECTION

Current Credit Situation
Do you know your current credit score range?

Under 500500–579580–659660–719720+Not sure
Have you pulled your credit reports in the last 30 days?

YesNo
Negative Items (Check all that apply)

Late paymentsCollectionsCharge-offsEvictionsRepossessionsBankruptciesStudent loansMedical billsNot sure
Credit Goals
What are you trying to qualify for?

Home purchaseAuto loanBusiness fundingCredit cardsLower interest ratesNot sure
Target credit score goal:
Desired timeline (e.g., 3–6 months, 6–12 months):

3 months6 months9 months12 months (1 year)24 months (2 years)36 months (3 years)
PERSONAL TAX PREPARATION SECTION
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.
I acknowledge that all information provided to Black Tie Management Financials 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 Black Tie Management Financials and the preparer of any error due to incorrect information provided by me. By signing below, I authorize Black Tie Management Financials to file my tax return. *

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ALL FORMS ARE REQUIRED. If you do not attach all documents to this form please 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.
Please keep in mind that we will NOT begin working on your file until all documents have been received by our office. Do you have ALL documents?

YesNo
Have you worked with a credit or tax professional before?

YesNo
What tax year is this submission for? (Please do not attach documents that are not for the tax year you selected. If you need more than 1 year filed it needs to be submitted as a seperate submission for each year.*(required)*
Is this an amendment?

YesNo
Are you a new or returning client?

NewReturning
Which tax year(s) need to be filed?
Primary Taxpayer Occupation*
Have you been a victim of identity theft and been given an identity theft protection PIN by the IRS? If you have a IP pin, enter it here
Upload Ip Pin Letter

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Did any of the following changes apply that we should be aware of? Is there anything you want to tell us before we begin filing your taxes this year?

Married as of 12/31/2025Divorced as of 12/31/2025Separated as of 12/31/2025Start a business/Self employedAdoptionReceived letter from IRSNewborn baby/BabiesNo ChangesOther
Is anyone in your household totally or permanently disabled?*

Primary TaxpayerSpouseDependantsNo
Can anyone claim you or your spouse as a dependent?*

YesNo
Are you claiming any dependents this year?*

YesNo
Can anyone besides you or your spouse claim your dependent(s) on their tax return?

YesNo
Did dependent(s) live with you for more than 6 months this year?
Do you owe debt to any Government Agency; such as IRS, Student Loans, Child Support etc?

YesNo
If you typically get a refund when you file your tax return what is the usual refund amount?
Was your tax return completely offset last year?*

YesNo
Have you filed taxes for the previous year?*

YesNo
Do you have:*

W-2 income1099 incomeSelf-employment income
Any of the following?

DependentsChild tax creditEducation expensesRental propertyCryptocurrency
Do you owe back taxes?*

YesNoNot sure
Are you legally married?

YesNo
Primary Taxpayer Social Security Number*
Upload Primary Taxpayer Social Security Card*

Cancelof
Upload Primary Taxpayer's License/State ID*

Passports Accepted
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BUSINESS INFORMATION (FOR BUSINESS SERVICES)
Business legal name (if applicable)
Business structure:

Sole ProprietorLLCS-CorpC-CorpNot formed yet
State of registration
EIN (if available)
Business start date

MonthDayYear
Date
Primary business activity
Business bank account?

YesNo
BUSINESS TAX PREPARATION SECTION
Tax years needed:
Estimated annual revenue:

Under $25k$25k–$75k$75k–$150k$150k+
Have books been maintained?

YesNo
Any of the following?

Sales taxContractors (1099s)Employees
Do you owe business back taxes?

YesNoNot sure
BOOKKEEPING SECTION
Do you currently track income and expenses?

YesNo
Software used:

QuickBooksWaveExcelNone
Frequency needed:

MonthlyQuarterlyCatch-up bookkeeping
How many months are behind (if any)?
PAYROLL & REPORTING SECTION
Do you currently have employees?

YesNo
Number of employees:
Are payroll taxes being filed?

YesNoNot sure
Payroll frequency:

WeeklyBi-weeklyMonthly
Do you need:

Payroll setupOngoing payroll processingQuarterly/annual payroll reports
LLC / BUSINESS SETUP SECTION
Are you starting a new business?

YesNo
Desired business structure:

LLCS-Corp electionNot sure (need guidance)
State you want to register in:
Do you need:

EINOperating AgreementBusiness bank setup guidanceCompliance guidance
GOALS & EXPECTATIONS
What are your top 3 goals for working with us?
What does success look like for you in the next 6–12 months?
Timeline urgency:

ASAP30 days60–90 days
Preferred communication method:

EmailPhoneTextVirtual meeting
10. FINAL ACKNOWLEDGEMENTS
How did you hear about us?
Do you agree that this form does not create a client relationship until services are formally engaged?*

Yes
File Upload

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Should be Empty:

CONSULTATION

CLIENT INFORMATION

SERVICES NEEDED (KEY SECTION)

CREDIT REPAIR & CREDIT BUILDING SECTION

PERSONAL TAX PREPARATION SECTION

BUSINESS INFORMATION (FOR BUSINESS SERVICES)

BUSINESS TAX PREPARATION SECTION

BOOKKEEPING SECTION

PAYROLL & REPORTING SECTION

LLC / BUSINESS SETUP SECTION

GOALS & EXPECTATIONS

10. FINAL ACKNOWLEDGEMENTS