Tax Preparation Intake Form – Burley & Smith Management LLC
Please complete this form to start your tax preparation process. All information is secure and confidential.
Client Information
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Tax Situation
What type of income did you receive?
*
W-2 (employment income)
1099 (self-employed or contractor)
Both W-2 and 1099
Other
Other
Did you file taxes last year?
*
Yes
No
Do you have dependents?
*
Yes
No
Number of dependents
*
Ages of dependents
Number of W-2s
*
Are you self-employed?
*
Yes
No
Do you have business expenses?
*
Yes
No
Describe your income
Upload your tax documents
Upload a File
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Choose a file
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of
What documents are missing
When will you have them ready
-
Month
-
Day
Year
Date
Do any of these apply?
*
Business income
Rental income
Investments
None
This return may require additional review. We will follow up with next steps.
Do you have dependents?
*
Yes
No
Number of dependents
*
Document Status
Do you have your tax documents ready?
*
Yes, I have all documents
I have some documents
I still need to gather them
Additional Details
Briefly describe anything we should know about your tax situation
After submitting this form, we will review your information and begin preparing your return. You will be contacted with next steps shortly.
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