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)

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What tax year do you need to file?
Is this an amendment?
Federal Tax PreparationState Tax PreparationPayroll Tax FilingsSales Tax FilingsBookkeeping/AccountingOther
Books & Accounting
Cash BasisAccrual BasisOther
Fiscal Year End (Month and Day)
Do you use bookkeeping software?
Quickbooks OnlineQuickbooks DesktopWaveExcelNoneOther
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
Sales of productsSales of services1099-NEC income1099-K income (Square, Cash App, Stripe, PayPal, etc.)Cash IncomeOnline SalesRental or Lease incomeCommissions or referral incomeRoyalties or licensing incomeGrants or other non-loan assistanceInterest income(business bank accounts)Other business income
Please upload any relevant income statements

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Business Expenses

Select ALL business expense categories that apply to your business during the tax year
Inventory purchasesRaw materialsWholesale suppliesCost of materials used in servicesProduct packagingLabels and tagsShipping suppliesFreight and inbound shippingProduct samples/ testersManufacturing or production costs
Business mileageVehicle fuelVehicle repairs and maintenanceVehicle insuranceVehicle registration, tags, inspectionsVehicle lease paymentsCommercial vehicle expensesParking feesTollsAirfareHotels/ lodgingBusiness travel transportation (UBer. Lyft, taxi , rentals)Business travel meals
Online advertisingWebsite hostingDomain registrationWebsite design or maintenanceSEO servicesBranding, logos, graphic designPhotographyVedeographyPrinted marketing materialsSigns and bannersPromotional items or giveawaysLead generation servicesreferral fees paid
Office suppliesComputer, tablets, phonesPrinters and peripheralsSoftware subscriptionsAccounting softwareCRM or booking systemsInternet serviceBusiness phone serviceVirtual office servicesCloud storageData security servicesEmail servicesPostage and shippingPrinting and copying
Office rentRetail or commercial rentBooth rentWarehouse rentStorage unit feesUtilitiesTrash servicesInternet for business locationJanitorial or cleaning servicesRepairs and maintenanceSecurity systems or monitoringProperty management fees
Employee wagesPayroll taxesPayroll processing feesEmployee benefitsIndependent contractor paymentsSubcontractor laborCommissions paidTemporary laborStaffing agency fees
Accounting servicesBookkeeping servicesTax preparationTax planning or advisoryLegal feesBusiness consultingCoaching or mentoringProfessional association duesIndustry memberships
General liability insuranceProfessional liability/ E&OWorkers' compensation insuranceCommercial auto insuranceBusiness property insuranceHealth insurance (self-employed)Disability insurance (business related)
Bank service feesMerchant processing feesPayment processor fees ( Square , Cashapp, Steipe)Chargebacks and refundsInterest on business loansInterest on business credit cardsLoan origination fees
Business meals (50% deductible)Client mealsNetworking eventsBusiness entertainmentBusiness giftsClient appreciation events
Continuing educationCertifications and licensesOnline coursesWorkshops and seminarsConferences and conventionsTrade showsProfessional books or materials
Business licenses and permitsProfessional licensesState or local filing feesFranchise taxesSales tax paidRegulatory or inspection fees
Home office expensesBusiness portion of utilitiesBusiness portion of internetBusiness portion of rent or mortgage
ToolsEquipment under capitalization thresholdSafety gearUniforms or branded apparelWork-specific clothing
Startup CostsBad debts/ uncollectible incomeBusiness-related subscriptionsResearch and developmentOther business expenses
Other business expenses
Please upload supporting documents

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TAX & COMPLIANCE INFORMATION
YesNo
If yes please upload them here

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YesNo
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

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Strictly Financial Business Tax Preparation Client Intake Form

Business Information

Books & Accounting

Business Income

Business Expenses

TAX & COMPLIANCE INFORMATION

PAYMENT POLICY

ACKNOWLEDGEMENT & SIGNATURE