Tax Preparation Form

Tax Preparation

Intake Form
Full Name *

First Name Middle Name Last Name
Current Address

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code Country
Date of Birth
Occupation
Doing business as name
Business entity type
How many dependents; include full names, DOB & socials
Any other income received other then W2 or 1099 income?
Did you have health insurance all year?
Mortgage interest paid?
Student loan interest paid?
Did you attend any college classes?
Did you contribute to a 401K or IRA account?
Do you own a home or plan to?
Did you pay for any child care?
How many bank or credit card accounts do you run business transactions through?
Provide the following list of documents:

(Via drive link or email to capillaaudrey@gmail.com)
1. Last tax return filed

2. All 1099's ad W2's received

3. Business expenses (highlighted bank/CC statements or an excel file)

4. Copy of ID
Should be Empty:

Tax Preparation