• Tax Services Intake Form

    This brief intake form helps us understand your tax situation, determine the scope of services needed, and prepare an appropriate fee estimate. Questions are tailored based on the services selected.
  • Which tax return(s) or services do you need help with? Select all that apply.*
  • Please do not enter Social Security numbers, tax identification numbers, banking information, or other highly sensitive information on this form. Tax documents will be requested separately through our secure client portal if we determine that we may be able to assist you.
  • Format: (000) 000-0000.
  • Which tax year(s) do you need help with?*
  • Providing your email address does not obligate you to use our services, and you will not be added to a marketing list.
  • What is your desired timeline?*

  • Individual income tax return

  • Filing status*
  • Is a spouse's return included?*
  • Income types*
  • Are you claiming dependents?*
  • Could another taxpayer also claim any of these dependents?
  • If self-employment or business income applies, was net self-employment income at least $400?
  • Was real estate sold?*
  • Was there cryptocurrency or other digital-asset activity?*
  • Were foreign financial accounts or assets owned?*
  • Was an extension filed?*
  • Are prior-year or amended returns needed?*
  • Are any tax years still unfiled?*
  • Was an IRS or state tax notice received?*
  • Are tax documents gathered?*
  • Are prior returns available?*

  • Sole proprietorship or single-member LLC

  • Is the business active?*
  • Federal tax classification*
  • Approximate annual gross revenue*
  • Bookkeeping method / software*
  • Are books reconciled through year-end?*
  • Are business and personal transactions mixed?*
  • Employees?*
  • Independent contractors?*
  • Were required payroll and information returns filed?*
  • Inventory?*
  • Is bookkeeping cleanup likely needed before tax preparation?*
  • Extension filed?*
  • IRS or state notices?*
  • Tax documents gathered?*
  • Prior returns available*

  • Partnership or multi-member LLC

  • Number of partners or members*
  • Federal tax classification*
  • Ownership changes during the year?*
  • Any owners that are businesses, trusts, or estates?*
  • Any non-U.S. owners?*
  • Is there a written partnership or operating agreement?*
  • Accounting method used for tax reporting*
  • Were there any changes in accounting method during the year?
  • Did the business start or end during the year?
  • Is there inventory or cost of goods sold activity?
  • Were there any owner contributions during the year?
  • Were there any owner distributions during the year?
  • Were any owners involved in guaranteed payments?
  • Were there any loans to or from owners?
  • Were there any related-party transactions?
  • Were there any assets purchased during the year?
  • Were any assets sold, traded, or disposed of during the year?
  • Were there any employee wages or payroll taxes?
  • Did the business make estimated tax payments?
  • Did the business make any state or local tax payments?
  • Are there any foreign financial accounts or foreign business activities?
  • Were there any new partners or members admitted during the year?
  • Were any partners or members actively involved in day-to-day operations?

  • S corporation

  • Did the business operate as an S corporation for the tax year?*
  • Were there any ownership changes during the year?*
  • What type of ownership changes occurred?
  • Were there any non-U.S. shareholders?*
  • Which non-U.S. shareholder details apply?
  • Did every shareholder who worked in the business receive wages through payroll?*
  • Were payroll returns filed for the year?*
  • Were Forms W-2 filed for the year?*
  • Did the corporation have employees other than shareholder-employees?*
  • Were payroll taxes deposited on time?*
  • Was a corporate bank account maintained separately from personal funds?*
  • Were business records and accounting books kept during the year?*
  • Did the corporation have any business loans or lines of credit?*
  • Did the corporation own business vehicles?*
  • Did the corporation use a home office?*
  • Did the corporation have any meals or entertainment expenses?*
  • Did the corporation make any charitable contributions?*
  • Did the corporation purchase any equipment or other fixed assets during the year?*
  • Did the corporation have any foreign bank or financial accounts?*
  • Did the corporation issue any shareholder distributions during the year?*

  • C corporation

  • Number of shareholders*
  • Did ownership change during the year?*
  • Any non-U.S. shareholders?*
  • Were officer wages and payroll filings completed when applicable?*
  • Did the corporation have gross receipts for the year?*
  • Did the corporation have deductible expenses for the year?*
  • Did the corporation own business vehicles during the year?
  • Did the corporation own business property or equipment during the year?
  • Did the corporation have inventory at any time during the year?
  • Did the corporation make estimated tax payments during the year?
  • Did the corporation have a net operating loss carryforward?
  • Did the corporation make any charitable contributions?
  • Did the corporation pay interest expense?
  • Did the corporation pay rent or lease expense?
  • Did the corporation pay payroll taxes or employment taxes?
  • Did the corporation issue Forms W-2 or Forms 1099?
  • Did the corporation have loans or debt outstanding during the year?
  • Did the corporation pay dividends or make distributions to shareholders?
  • Did the corporation receive or pay any loans to shareholders?

  • Trust or estate

  • Is this an estate or a trust?*
  • If this is an estate: was probate opened?
  • Date of death
     - -
    2 digit month, 2 digit day, 4 digit year
  • If this is a trust: trust classification
  • Is this the first fiduciary return?*
  • Is administration still ongoing?*
  • Income types received*
  • Asset types involved*
  • Were assets sold?*
  • Were distributions made to beneficiaries?*
  • Any dispute or litigation?*
  • Extension filed?*
  • Prior or amended returns needed and years?

  • Nonprofit organization

  • Exempt organization type*
  • IRS tax-exempt approval received?*
  • Primary activities*
  • Revenue sources*
  • Filing believed needed*
  • Unrelated business income?*
  • Employees?*
  • Paid independent contractors?*
  • Applicable payroll and information returns filed?*
  • Solicits contributions in more than one state?*
  • Active board of directors?*
  • Board meeting records maintained?*
  • Compensation paid to officers or directors?*
  • Activities outside exempt purpose?*
  • Financial records condition*
  • Extension filed?*
  • Prior returns or notices
  • Have you been working with another accountant or tax professional?*
  • Submitting this form does not create a client relationship or obligate you to engage our services. A client relationship begins only after an engagement letter has been accepted.

  • Thank you for completing this intake form. I'll review the information provided to evaluate the scope and complexity of the services requested. You will be contacted regarding availability, anticipated pricing, and next steps. Additional information may be requested before an estimate can be provided.

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