2024 Major Bizness Tax Preparation

2026 Major Bizness Tax Preparation Client Portal

The filing of your 2025 Taxes
- Name*
  
  First NameM.I.Last Name
- Social Security #*
- Date of birth*
  
  MonthDayYear
- Gender*
- Occupation*
- Cell Phone Number*
- Identity Protection Pin (IP PIN if applicable)
- Drivers License/State ID*
  
  Cancelof
- Email*
  example@example.com
- Address*
  
  Street Address (include suite/apartment #)
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip CodeCountry
- Can you be claimed by anyone else on their tax return?*
- Other Information (check whatever applies)
  
  DisabledDeceasedStudentUS Armed ForcesValid SNN for EICBlind
- If the primary taxpayer was disabled, select the number of months.
- If the primary taxpayer was a part-time or full-time student, select the number of months
- Filing Status
  
  SingleHead of HouseholdMarried Filing SeparateMarried Filing Joint (MFJ)Qualifying Widow/Widower
- Name*
  
  First NameM.I.Last Name
- Social Security #*
- Date of birth*
  
  MonthDayYear
- Occupation*
- Cell Phone Number*
- Identity Protection Pin (IP PIN if applicable)
- Drivers License/State ID*
  
  Cancelof
- Email*
  example@example.com
- Other Information (check whatever applies)
  
  DisabledDeceasedStudentUS Armed ForcesValid SNN for EICBlind
- If the primary tax payer spouse was a part-time or full-time student, select the number of months
- Did the primary taxpayer receive a Form 1095-A Health Insurance Marketplace Statement? (If you received a form 1095-B, 1095-C or had Medicare, it is not required to be entered in 2024)
  
  YesNo
- If you have selected Head of Household as your filing status, is there anyone else living in your residence that may file Head of Household as well? (i.e. Parents, Sibling, Roommate)
- Are you interested in credit repair services? This includes a full credit sweep. (bankruptcies, collections, charge offs, repossessions, student loans, medical bills, child support, negative accounts, inquires)
  
  YesNo
- List the dependents you are claiming on your 2024 tax return. If your qualifying dependent/relative is over 19 and/or not your child, you must indicate if they were a full-time student or disabled.
- Are you claiming a dependent this tax year?
  
  YesNo
- Dependent #1
  
  First NameLast Name
- Date of birth*
  
  MonthDayYear
- Social Security #*
- Gender*
- Relationship*
- Last year, was this dependent a student?
  
  YesNo
- Is this dependent disabled?
  
  YesNo
- Are you claiming another dependent?
  
  YesNo
- Dependent #2
  
  First NameLast Name
- Date of birth
  
  MonthDayYear
- Social Security #
- Gender
- Relationship
- Last year, was this dependent a student?
  
  YesNo
- Is this dependent disabled?
  
  YesNo
- Are you claiming another dependent?
  
  YesNo
- Dependent #3
  
  First NameLast Name
- Date of birth
  
  MonthDayYear
- Social Security #
- Gender
- Relationship
- Last year, was this dependent a student?
  
  YesNo
- Is this dependent disabled?
  
  YesNo
- Please include all of your household income
- Do you have a W2 or W2(s) to add?
  
  YESNO
- Please upload your W2(s) *Please include your spouses W2 if you are filing MFJ*
  
  You may upload multiple files
  Cancelof
- Did you receive income from payment apps or online marketplaces (e.g., PayPal, Venmo, Etsy, etc.)?
  
  YesNo
- If yes to the above question, please list platforms and upload any related statements below.
- Please upload your form 1099-K or similar reporting forms
  
  You may upload multiple files
  Cancelof
- Did you receive overtime income during 2025? If yes, approximate amount of overtime compensation.
- Did you receive any additional 1099 (MISC, DIV, OID, INT, NEC, SSA, R, G, B, K), IRS Tax Form or Form(s) for additional/ miscellaneous income? (stocks, bonds, crypto currency, contracting, gambling)
  
  YesNo
- Please upload your 1099 Form(s) *Please include your spouses 1099 if you are filing MFJ*
  
  You may upload multiple files
  Cancelof
- Did you receive Other Income i.e. (1099A, 1099C, 1099Q, w2-G, 2555, 1042-S, Schedule E, Form 4835, Schedule K-1, Schedule F,) IRS Tax Form or Form(s):
  
  YesNo
- Please upload your Other Income Form(s) *Please include your spouses Other Income Forms if you are filing MFJ*
  
  You may upload multiple files
  Cancelof
- Are you filing taxes for your business?
  
  YesNo
- Business Names as filed with the state: (please indicate if the business is and LLC, S-Corp, C-Corp, etc.)*
- Business Activity:*
- EIN*
- Formation Date:*
  
  MonthDayYear
  Date
- Business Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Phone Number
- Email
  example@example.com
- Type of documentation to support your business invoice and expenses.
  
  Quickbooks Software/ Quicken file or ReportsReceipts and Sales BookSales InvoicesMilage logs and Oil Change ReceiptsExcel SpreadsheetBank Statement Copy of ChecksPayroll JournalsHandwritten Transaction JournalsIRS Designation Letter
- Please provide any and all files to support your business related expenses. (i.e. Financial Statements, Receipts, Expense Log etc.)*
  
  Cancelof
- Please provide any verifying income that you received on behalf of your business. (i.e. 1099-MISC)
  
  Cancelof
- Are you claiming Business Vehicle Expenses?
  
  YESNO
- Description of Vehicle: i.e. (Year, Make, and Model)
- Date
  
  MonthDayYear
  Date
- Business miles driven:
- Commuting miles driven:
- Other personal miles driven:
- Are you interested in monthly bookkeeping services?
- Do you have another business to report?
  
  YESNO
- Business Names as filed with the state: (please indicate if the business is and LLC, S-Corp, C-Corp, etc.)*
- Business Activity:*
- EIN*
- Formation Date:*
  
  MonthDayYear
  Date
- Business Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Phone Number
- Email
  example@example.com
- Type of documentation to support your business invoice and expenses.
  
  Quickbooks Software/ Quicken file or ReportsReceipts and Sales BookSales InvoicesMilage logs and Oil Change ReceiptsExcel SpreadsheetBank Statement Copy of ChecksPayroll JournalsHandwritten Transaction JournalsIRS Designation Letter
- Please provide any and all files to support your business related expenses. (i.e. Financial Statements, Receipts, Expense Log etc.)*
  
  Cancelof
- Please provide any verifying income that you received on behalf of your business. (i.e. 1099-MISC)
  
  Cancelof
- Are you claiming Business Vehicle Expenses?
  
  YESNO
- Description of Vehicle: i.e. (Year, Make, and Model)
- Date
  
  MonthDayYear
  Date
- Business miles driven:
- Commuting miles driven:
- Other personal miles driven:
- Are you interested in monthly bookkeeping services?
- Do you have any Child Care Expenses to report?
  
  YESNO
- Provider Name
- SSN or EIN
- Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip CodeCountry
- Child Name
- Amount Paid
- Child Name
- Amount Paid
- Child Name
- Amount Paid
- Upload supporting Child Care documents
  
  You may upload multiple files
  Cancelof
- Please Check All That Applies*
  
  Medical and Dental ExpensesReal Estate Taxes PaidHome Mortgage Interest PaidPoints Paid (on purchase of residence)Personal Property Taxes (i.e. vehicle reg)Charity (Cash)Charity (Non Cash)CryptoStocks/BondsJob Expenses (out of pocket - not reimbursed, but required by employer)Student Loan Interest PaidGambling Profits/LostOtherNone of the above
- Please provide verifying documentation for any deductions you are claiming on your 2024 Tax Return. Items to consider are:
  - Mortgage Interest Statement received from your bank (Homeowners i.e. 1098)
  - Property tax statement
  - Invoice for Medical/Dental Expenses not covered by insurance
  - Statement from Place of worship for Tithes/Offerings
  - Statement from Charitable Organization for donation
  - Receipts for Job Expenses
  - Student Loan Interest Statement from Federal Student Aid (i.e. 1098-E, 1098-T)
  - Health Insurance / Coverage (i.e. 1095-A, 1095-B, 1099-SA, 1099-HSA, 1099-MSA)
- Itemized Deduction Files
  
  Please uplaod all Itemized Deductions files here
  Cancelof
- Please provide your 2024 Annual Gross Income amount (AGI) and your 2024 refund amount below. (If your 2024 taxes were filed by Major Bizness Consulting Services last year please skip)
  2024 Annual Gross Income (AGI)
- 2023 Refund Amount
- Please Upload a copy of your 2024 1040 Tax Form. (If your 2024 taxes were filed by Major Bizness Consulting Services last year please skip)
  
  Cancelof
- Are you interested in our 50% off credit repair services and have it come straight out of your refund?*
- If you are due a refund, would you like your tax preparation fee deducted? (fees may apply)*
  
  YESNO
- YOU WILL BE REQUIRED TO PAY YOUR TAX PREPARATION FEES IN ADVANCE.
- Are you interested in advance refunding? (fees may apply)*
  
  YESNO
- Please indicate how you would like to receive your 2024 Tax Refund:
- Refund Options*
  
  Direct DepositCheck sent to you (fee will apply)
- Bank Name*
- Routing Number
- Account Number
- Please Verify Your Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Banking fees may apply*
- By submitting this intake form, I (“the Taxpayer”) acknowledge, understand, and agree to the following:
  
  Authorization to Prepare Tax Returns
  I authorize Major Bizness Consulting Services, LLC (“the Firm”) to prepare my federal, state, and/or local tax returns for the 2025 tax year (filed in 2026) based on the information and documentation I provide. This authorization includes any necessary schedules, forms, and electronic filing submissions.
  
  Accuracy of Information
  I certify that all information, statements, and documents I have provided are true, correct, and complete to the best of my knowledge. I understand that I am ultimately responsible for the accuracy of my tax return, even if it is prepared by a tax professional.
  
  I agree to promptly notify the Firm if I discover any errors, omissions, or changes to my tax information before my return is filed.
  
  Client Responsibility
  I understand that:
  - The Firm relies solely on the information I provide and does not audit or independently verify that information.
  - I am responsible for maintaining records and documentation to support income, deductions, credits, and other items reported on my tax return.
  - Failure to provide complete or accurate information may result in delays, amended returns, penalties, interest, or audits.
  Electronic Filing Authorization
  I authorize Major Bizness Consulting Services, LLC to electronically file my tax return(s) once I have reviewed and approved the final version. I understand that no return will be electronically filed without my consent.
  
  Use and Disclosure of Information
  I authorize the Firm to use my personal and financial information solely for the purpose of preparing and filing my tax returns and providing related tax services. My information will be kept confidential in accordance with applicable federal and state privacy laws and IRS regulations.
  
  Information may be disclosed only as required by law, IRS inquiry, or with my explicit permission.
  
  No Legal or Investment Advice
  I understand that tax preparation services provided by the Firm do not constitute legal or investment advice. Any tax planning or advisory services outside standard tax preparation may require a separate agreement.
  
  Fees and Services
  I understand that tax preparation fees are based on the complexity of my return and the information provided. Additional forms, corrections, or post-filing services may result in additional fees.
  
  Acknowledgment
  By submitting this form and/or signing electronically, I acknowledge that I have read, understood, and agreed to the terms above and that this consent applies to services provided by Major Bizness Consulting Services, LLC.
- E-Signature*
  
  First NameLast Name
- Spouse E-Signature if you are filing MFJ
  
  First NameLast Name
- DateTime*
- Major Bizness Consulting Services, LLC recognizes Confidential Information to be any information or personal data that it receives from the Client in the process of tax preparation or planning. Major Bizness Consulting Services, LLC pledges not to disclose any information to which it has access in the process of the performance of a Client engagement. Major Bizness Consulting Services, LLC also agrees to only request the Client information necessary to carry out services requested by the Client.
  
  Major Bizness Consulting Services, LLC shall process information and data provided in accordance with the instructions given by the Client and under no circumstances may it disclose such data to third parties without written authorization from the Client, even merely for safekeeping. Major Bizness Consulting Services, LLC recognizes that the duties of secrecy and non-disclosure continues to apply indefinitely even after all service engagements have terminated.
  
  Major Bizness Consulting Services, LLC undertakes to take and maintain the technical and organizational steps required to guarantee data security and prevent their alteration, loss and unauthorized processing or access, according to the security level required pursuant to the aforementioned legislation. These steps refer to the files, processing centers, premises, equipment, systems, programs and people involved in processing.
  
  Major Bizness Consulting Services, LLC shall notify the Client immediately upon discovery of any unauthorized use or disclosure of Confidential Information or any other breach of this Agreement by an employee of Major Bizness Consulting Services, LLC, and will cooperate with the Disclosing Party in every reasonable way to help the Disclosing Party to regain possession of the Confidential Information and prevent its further unauthorized use or disclosure.
  
  Major Bizness Consulting Services, LLC shall bear the burden of any damages arising from negligence and/or lack of confidentiality, improper use, processing or communication of personal data, or any other infringement of data protection rules. The full extent of these damages shall be determined by a court of competent jurisdiction.
- Please check the box below if you have read the Confidentiality Notice and agree with terms.*
- You will be notified by email once your return has been processed. May peace and blessings be upon you!!!
  
  -Saledeem Major, Tax Advisor
- Should be Empty:

2026 Major Bizness Tax Preparation Client Portal

List the dependents you are claiming on your 2024 tax return. If your qualifying dependent/relative is over 19 and/or not your child, you must indicate if they were a full-time student or disabled.

Please include all of your household income

You will be notified by email once your return has been processed. May peace and blessings be upon you!!!