Business Personal Tax Client Intake Form
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  • Business Personal Tax Client Intake Form

    347-380-0439 | www.belliardtaxpro.com | info@belliardtaxpro.com

  • Dear Clients, 

    Small business tax returns are handled based on complexity. After reviewing your intake information, including the number of 1099s, dependents, and business activity, an invoice will be issued with the preparation fee. A retainer fee is required before work begins.

    Once your return is ready, it will be available in our secure portal for review and electronic signature. After approval and final payment, the return will be electronically filed (e-filed).

    This form is for evaluation purposes only and does not constitute tax preparation or filing.

  • Business Owner Information

  • Format: (000) 000-0000.

  • Business Information

  • Is the business currently active?*
  • Business start date*
     - -
  • What is your business structure?*
  • If in a partnership, Did the business have any of the following?
  • Which tax forms apply to your business? Please select those that apply.*

  • Payroll & Contractors

  • Do you have employees?*
  • Do you issue 1099s?*
  • Were Forms 941 filed?*
  • Were W-2 / W-3 issued?*
  • Payroll handled by a service?*

  • Accounting & Records

  • Do you keep accounting records?
  • Accounting Method:*
  • Software used:*

  • Prior Year Filings & Estimated Payments

  • Were all required tax returns filed last year?*
  • Are there any IRS or state notices received*
  • Were estimated tax payments made during the year??*

  • Acknoledgemente

  • I understand that the type of tax return required (Schedule C, Form 1120-S, or Form 1065) will be determined after review of my intake information.*

  • Thank you for choosing Belliard TaxPro Services.
    Submission of this form does not guarantee service. All work begins after review, acceptance, and receipt of the required retainer.

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