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CLIENT INTAKE FORM
Fill out the form to the best of your ability, you can also download any of the documents below.
Including:
- IDs
- Social Security Numbers
- Address
- Phone Numbers
- Emails
Forms or documents you may need:
Personal Returns
- Income from employment (salary, wages, bonuses)
- Self-employment income (business income etc.)
- Invesment income (Interest, dividends, capital gains)
- Other sources of income (pensions, annuities, etc.)
Documents:
- W-2
- 1099-MISC or 1099-NEC
- 1099-INT & 1099-DIV
- 1098-E & 1099-T
- 1095-A
Corporate Returns
- Business income (revenue minus expenses)
- Capital gains (profits from selling assets)
- Dividends received from other companies
Documents:
- 1120
- Scheduled C
- Scheduled K (if there are any shareholders)