Do not proceed to completing this form. Do the following:

1. Create an account
2. Once you've created your account, take a screenshot of your dashboard showing the balance section even if it is $0
3. Submit screenshot LATER with your other tax documents. Your tax return will not be processed without this
4. Proceed to completing the form

PRIOR YEARS TAX RETURNS

• You must complete an intake form for each tax year as the information entered on the form must be related to that specific tax year. For ex: you are filing current year 2025, 2024 & 2023, three separate intake forms must be completed.
  • Additionally, you must complete the latest year first so in this case you will complete 2023 first then indicate that you are a new client. The others, you will be considered a returning client

• Payment for past years return must be made upfront as there is no way to be paid for these type of returns from your refund (if one is due) because our partnering banks are only processing tax returns for the current year

• Do not withhold any information.

Documentation is required and non-negotiable.

Please note that in order for Wealth Builder Consulting to prepare and file your tax return, we MUST receive all required documents listed in this checklist. These documents allow us to verify your identity, income, dependents and eligibility for any credits or deductions, in keeping with IRS rules and due diligence requirements.

If your documents are incomplete, unclear or not provided, we will not be able to begin or submit your tax return. This policy is in place to protect you from errors, audits and delays and to ensure we are operating in full compliance with IRS regulations.

You must provide all PERSONAL INFORMATION DOCUMENTS.

OTHER DOCUMENTS

Use checklist and check all documents that applies to your tax situation.

Business Description

A detailed description of your business is necessary so we can clearly communicate to the IRS to eliminate any confusion which can cause an audit in your business.

Here are some key points to help with describing your business:

• Type of business activity (What does your business do?)
• Primary service offered or product sold
• How does your business operate? What are your business hours?
• Does your business operate all year round or seasonal?
• Do you drive to clients? If so, why?
• Who are your primary client? Example: You're a therapist, which kind of clients do you serve? Families? Children in foster care? Etc.
• Do you have employees? What are their job responsibilities? Are they part-time or full time?
• How was business for you during the tax year? Were you fully operating or was business slow?

BUSINESS EXPENSES

Whether your business is a side hustle or LLC, the IRS allows you to write off expenses that were ORDINARY & NECESSARY. Meaning, you couldn't have operated your business without it. 

On the next page, please list each expense that your business incur during operation.

You must enter the name of the expense, how often it is charged and what is the cost.

EX: Internet-$50 monthly

Add Row for each expense

Do not worry about the calculations for the year, just the payment frequency.

If you operate your business out of your home, do you have a home office? You will then need to measure your home office in SQ FT. 

Let's get started.