Clone of All Seasons Finance & Business Intake form

Self-Employed Tax Filing Intake Form

Please complete this form to provide the information needed to prepare your self-employed tax return. All information is confidential.
Taxpayer Information
Full Name

First NameLast Name
Date of Birth

MonthDayYear
Date
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email Address
example@example.com
Address Information
Street Address, City, ZIP Code (State is Florida)

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Filing Status
Filing Status
Business Name
Business Start Date

MonthDayYear
Date
Business Information
Types of Income Received

Other
Do you have an EIN (Employer Identification Number)?
EIN Number (if applicable)
Total Gross Income for the Year
Upload Income Documents (multiple files allowed)

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Business Expenses
Select all business expense categories that apply

Other
Total Business Expenses
Upload Receipts / Proof of Expenses

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Vehicle & Mileage
Did you use a vehicle for business?
Total Business Miles Driven
Vehicle Make & Model
Tax Payments & Insurance
Did you make any estimated tax payments?
Total Amount of Estimated Tax Payments Made
Upload Proof of Tax Payments (if any)

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Did you have Marketplace Health Insurance?
Additional Information we should know
Taxpayer Authorization
Signature
Date

MonthDayYear
Date
Should be Empty:

Self-Employed Tax Filing Intake Form