Strictly Financial Business Tax Preparation Client Intake Form

Strictly Financial Business Tax Preparation Client Intake Form

Please complete this form to help us prepare your business tax return accurately. This information is essential for all business entity types.
Business Information

Enter your business details as registered.
Legal Business Name
DBA ( if applicable)
Business Type / Entity Structure
Federal Employer Identification Number (EIN)
Business Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Business Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Business Email Address
example@example.com
Date Business Established

MonthDayYear
Date
Primary Contact Person

First NameLast Name
Primary Contact Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Primary Contact Email Address
example@example.com
Fiscal Year End (Month and Day)
Ownership Structure / List of Owners, Partners, or Members
If yes, please upload your prior year tax return(s)

Cancelof
What tax year do you need to file?
Is this an amendment?
Which services do you require?

Other
Books & Accounting
Accounting Method

Other
Fiscal Year End (Month and Day)
Do you use bookkeeping software?
Which software do you use?

Other
Are your books complete and reconciled for the year?
If books are not complete, bookkeeping cleanup may be required before tax filing can begin.
Business Income
What types of income did the business receive?
Please upload any relevant income statements

Cancelof
Business Expenses

Select ALL business expense categories that apply to your business during the tax year
COST OF GOODS SOLD/ INVENTORY
VEHICLE, TRANSPORTATION & TRAVEL
MARKETING, ADVERTISING & SALES
OFFICE TECHNOLOGY & ADMINISTRATIVE
RENT, FACILITIES & UTILITIES
PAYROLL, LABOR & CONTRACTORS
PROFESSIONAL, LEGAL & CONSULTING
INSURANCE
BANKING, FINANCING & PAYMENT FEES
MEALS, ENTERTAINMENT & CLIENT RELATIONS
EDUCATION, TRAINING & DEVELOPMENT
LICENSES, TAXES & REGULATORY FEES
HOME OFFICE DEDUCTION)
TOOLS, EQUIPMENT & SMALL ASSETS
OTHER BUSINESS EXPENSES
Other business expenses
Please upload supporting documents

Cancelof
TAX & COMPLIANCE INFORMATION
Has the business received any IRS or state tax notices?
If yes please upload them here

Cancelof
Does the business operate in more than one state?
PAYMENT POLICY
Business tax returns must be paid upfront unless the business income is reported on Schedule C and the return results in a refund.
ACKNOWLEDGEMENT & SIGNATURE
I certify that all information provided in this intake form is true, complete, and accurate to the best of my knowledge.
Date

MonthDayYear
Date
Signature
Should be Empty:

Strictly Financial Business Tax Preparation Client Intake Form

Business Information

Books & Accounting

Business Income

Business Expenses

TAX & COMPLIANCE INFORMATION

PAYMENT POLICY

ACKNOWLEDGEMENT & SIGNATURE