MMM Schedule C Questionnaire Form

Mindful Money Moves Schedule C Questionnaire Form
Taxpayer Name

First NameLast Name
Taxpayer Email
example@example.com
Taxpayer Phone Number
Format: (000) 000-0000.
INDEPENDENT CONTRACTOR SECTION ONLY ... BUSINESS OWNERS SCROLL DOWN TO YOUR SECTION
What is the name of the company affiliated with the income on the 1099? (This should match the company name provided on the 1099).
OCCUPATION/(Job title) RELATED TO THE 1099
Confirm the income amount on Box 1 OR the nonemployee compensation box of your 1099.

IF YOU HAVE MULTIPLE 1099S WITH DIFFERENT EMPLOYERS PLEASE FILL THIS FORM OUT FOR EACH 1099 TO ENSURE THE EXPENSES ARE ACCURATELY REPORTED FOR THE 1099 IT IS INTENDED FOR.

IF YOU DRIVE UBER, LYFT, DOORDASH, INSTACART ETC YOU MAY INPUT YOUR EXPENSES ON ONE FORM!

Also, if you are a truck driver you may input all of your 1099 expenses on one form if the 1099s are all related to trucking THIS IS THE ONLY EXCEPTION.
BUSINESS OWNER SECTION
Name of your Business
Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
EIN for your business
Business Entity
Business Occupation
Hairstylist, Lash tech, Barber, etc
Do you have any proof of business actively existing during 2025 such as but not limited to list of appointments/ link to scheduling, services your business offer, prices of services, business social media etc?

INDEPENDENT CONTRACTORS AND BUSINESS OWNERS PROCEED TO ANSWER BELOW QUESTIONS
INPUT THE TOTAL AMOUNT OF EXPENSES USED FOR BUSINESS FOR THE YEAR OF 2025 RELATED TO YOUR 1099 or business. (This is the expenses/ write offs you paid 100% out of pocket in order for the business effectiveness)
Gas
Phone Bill (phone MUST be used for business)
Advertising
Supplies
License
Vehicle Maintenance
Business Booth Rent
Input additional expenses AND TOTAL AMOUNT FOR THE YEAR not listed above.
Did your occupation require you to use machinery, equipment, etc to function
Did your occupation require you to use your personal vehicle?
IF YES to the above question how was the vehicle purchased?

What year did you begin using the vehicle for income related to the occupation listed above? SKIP QUESTION IF THIS DOES NOT APPLY TO YOU
How often did you use the vehicle for business? You can advise hours a day to simplify this response. SKIP QUESTION IF THIS DOES NOT APPLY TO YOU
Anything not mentioned above please feel free to provide additonal details here
Important Notice for Independent Contractors & Business Owners
This form is critical for independent contractors and business owners. Reporting your out-of-pocket business expenses is the primary way to accurately calculate your tax liability and ensure your return is prepared correctly. Please complete this form as thoroughly as possible, including all business expenses paid during the year.
If additional clarification is needed or your expenses require further review, you may be asked to schedule a consultation.
IF you have questions please use the link below to book a call with Morgan
10min Discovery Call
Date

MonthDayYear
MMM TAX SERVICES REP ONLY
Should be Empty:

Mindful Money Moves Schedule C Questionnaire Form