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Business & Individual Tax Intake Form

Important Use link if the following applies to you You need to file Form 1040, U.S. Individual Income Tax Return, to report your personal income and you operate a business as a sole proprietor or single-member LLC, and need to complete and attach Schedule C, Profit or Loss from Business, to report your business income, expenses, and net profit or loss.

Please complete this form with as much detail as possible to help us accurately file your business income taxes. If you have any questions while completing this form, please don’t hesitate to contact our office.

Adding a Spouse? Fill Out the Section Below
Home Address Address (If Different From Spouse)
If you have dependents you would like to claim, please complete the section below. If you do not have any dependents to claim, please skip to the next section.
Requirements to Claim Dependents on Your Tax Return

To claim someone as a dependent on your tax return, you must meet certain IRS requirements based on the person’s relationship to you, age, residency, and financial support. Relationship – Must be your child, stepchild, foster child, sibling, stepsibling, or a descendant of any of them. Must be under 19 at the end of the year, or under 24 if a full-time student. No age limit if permanently disabled. Must have lived with you for more than half of the year. The child must not have provided more than half of their own support. The child cannot file a joint return with another person unless it’s to claim a refund. No Double Claims – Only one taxpayer can claim a dependent per tax year. The dependent must be a U.S. citizen, U.S. resident alien, U.S. national, or a resident of Canada or Mexico..

Please Add Each Dependent Here
Additional Dependents
Additional Dependents
Information About Your Business
Location & State Business Formed In *
How is your business incorporated?

Quick Tip: Use your state’s Secretary of State website to verify your company’s legal structure (e.g., LLC, Corporation). This is often done by searching your business name or requesting an official document (e.g., Articles of Organization or Certificate of Formation), which confirms exactly how your business is set up.

Business Physical Address – Skip this section if the location and state where your business was formed is the same as your business's physical address.

Skip this section if the location and state where your business was formed is the same as your business’s physical address.

Check here if your business PHYSICAL ADDRESS is the same as above.
Business Physical Address
How is your business incorporated?

Quick Tip: Use your state’s Secretary of State website to verify your company’s legal structure (e.g., LLC, Corporation). This is often done by searching your business name or requesting an official document (e.g., Articles of Organization or Certificate of Formation), which confirms exactly how your business is set up.

Business Mailing Address – Skip this section if the mailing if your mailing address is the same as your physical address.

Check here if your MAILING ADDRESS is the same as above.

State and Local Tax Information
Changes in a business’s ownership or structure can significantly affect its tax obligations, legal requirements, and financial reporting.
Document Submission Message!!!!!

Ensure you have your documents ready in one of the following formats: Scanned Copy, JPEG, or PDF format for upload. If any documents are missing, a member of our team will notify you promptly to assist in completing the submission process.