Schedule C

  • Schedule C

  • Business Income & Expenses

    This form is for clients reporting self-employment or small business income. Please complete all sections accurately and upload supporting documents where applicable. All information provided must be true, complete, and supported by records if requested by the IRS.

  • Identity

    Please upload your ID and SSN card before completing the rest of this form. The IRS requires identification before any tax preparation can begin. Thank you for your cooperation.
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  • Business Income

    Report all income received from your business during the tax year, even if you did not receive a 1099.
  • Did you receive any 1099s?*
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  • Business Expenses

    Business expenses must be ordinary, necessary, and directly related to your business. Please upload documentation where available. Do not include personal expenses. Only enter amounts you can reasonably support.
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  • Vehicle Expenses

  • Did you use a vehicle for business purposes during the tax year?*
  • Date Placed in Service
     - -
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  • Home Office (if Applicable)

  • Do you use part of your home exclusively for business?*

  • Personal Tax Situations

    Please complete this section if any of the following apply to you.
  • Do you have any W2 income?*
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  • Do you have any dependents?*

  • IRS Compliance & Due Diligance

    Please read confirm the statement below.

  • Recordkeeping Acknowledgement

    Please read and confirm the statement below.

  • Business expenses must be ordinary, necessary, and directly related to your business. If documentation is requested by the IRS, you are responsible for providing it

  • Final Certification

    Please read and confirm below.
  • Date*
     - -
  • Should be Empty: