Prospect Tax Strategy Intake – RC Jones & Associates
Please complete the questions below. Check boxes where applicable; attach documents separately as noted.
Full Name
First Name
Last Name
Email Address
example@example.com
Phone Number
Format: (000) 000-0000.
Marital Status
Single
Divorced
Married
Widowed
Separated
Do you have any dependents?
Yes
No
How many dependents?
Do you own a business or earn self-employed income?
Yes
No
Business Name
Back
Next
Prospect Tax Strategy Intake - RC Jones & Associates
Entity Type
Sole Proprietor
S-Corporation
Single-Member LLC
C-Corporation
Multi-Member LLC
Not sure
Estimated Gross Revenue (Last Year)
Estimated Net Income (Last Year)
Do you have employees or contractors? Select all that apply.
W-2 Employees
1099 Contractors
No
Did you owe taxes or receive a refund last year? Select one (check one box).
Owed
Refund
Not sure
Have you made estimated tax payments this year? Select one (check one box).
Yes
No
Not sure
Which of the following do you currently track? Select all that apply.
Business mileage
Home office expenses
Travel expenses
None of the above
Are you currently taking a salary through payroll? Select one (check one box).
Yes - S-Corp payroll
No - income reported on Schedule C or K-1
Not sure
Back
Next
Prospect Tax Strategy Intake - RC Jones & Associates
Are you contributing to any retirement plans? Select one (check one box).
Yes
No
Not sure
What type of plan?
Top Priorities (Next 12-24 months)
Select all that apply
Reduce taxes
Build retirement savings
Buy a home or property
Plan for a business exit
Clean up bookkeeping
Simplify and reduce stress
Hire or grow my business
Other
Other goal (if selected)
Current frustrations around taxes or finances
Have there been any major changes in the last year?
Yes
No
If yes, what changed?
Have you worked with a CPA before?
Yes - but it felt reactive
Yes - and it went well
No - I've done it myself or used a preparer
Upload your most recent tax return (1040 + schedules)
File Upload
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Back
Next
Prospect Tax Strategy Intake - RC Jones & Associates
Anything else we should know?
Note: This intake supports tax strategy planning. If a question does not apply, leave it blank.
Preview PDF
Submit
Should be Empty: