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Intake form

Please select whether you are a business or individual

Business

Individual

Please note our data privacy policy.

Business Company Information

Company Name: Name: Company Address: Phone: Email: EIN #: Total Tax Debt: Services seeking: *

Tax Resolution Tax Preparation

Book Keeping Incorporation Services

Payroll Services Sales and Use Tax

IRS Payment Plan What type of business entity have you formed? (Choose your company type) *

Sole Proprietorship Partnership

C-Corp S-Corp LLC

Other What is your business industry?(Choose your company type)*

Retail Healthcare

Construction Hospitality

Financial Services Manufacturing

Technology Other

Do you have any employees? If so, how many? *

How long have you been in business? *

Accounting and bookkeeping

What accounting system are you currently using? *

QuickBooks Desktop QuickBooks Online

Xero Wave Accounting FreshBooks

NetSuite Sage 50 Sage Intacct

Other How do you currently handle your bookkeeping and accounting? *

Select at least one option: In-house bookkeeper/accountant Outsourced bookkeeping/accounting firm I handle it myself using accounting software I don't currently handle my bookkeeping/accounting Combination of in-house and outsourced bookkeeping/accounting

Other How often are your financial records reconciled?

Monthly Quarterly Annually Not at all

Other How many vendor invoices do you process per month?

More than 500 Less than 505

0 – 100 100– 200 200 – 500

Do you have a professional accountant who reviews your financials?

Yes No

Are your financial records up to date?

Yes No

Are you required to report sales or use tax?

Yes No

Do you maintain an inventory of goods or materials, and if so, how is it tracked? Yes, we maintain an inventory and use specialized inventory tracking software Yes, we maintain an inventory, but it is currently tracked manually using spreadsheets Yes, we maintain an inventory, but we don't have a formal tracking system in place. No, we don't maintain an inventory

Financial Status

How many bank accounts do you have?

How many credit card accounts do you have?

What are your top expenses?

Are there any significant financial transactions that occurred during the year that I should be aware of? (e.g., loans, investments, major purchases, etc.) What is your annual revenue? *

Less than $50K $50K – $300K

$300K – $500K $500K – $1M

$1M - $2M Over 2M

Do you have any outstanding debts or loans? No debts or loans Credit card debt Business loan Personal loan Other

Current Issues:

Payroll tax issues Outstanding Back Taxes

Non-File Tax Returns IRS Liens

IRS Levies IRS Wage Garnishments IRS Seizures

Amend Income Tax Returns IRS Audit Representation

Tax-Related Information

Have you encountered any tax-related issues or concerns over the past year? * No, we have not encountered any tax-related issues or concerns over the past year Yes, we have encountered tax-related issues or concerns over the past year, and we would like to discuss them with you We are not sure if we have encountered any tax-related issues or concerns over the past year, and we would like your assistance in identifying them Have you had any issues in the past with meeting tax obligations or deadlines? * Yes, we have had issues in the past with meeting tax obligations or deadlines No, we have never had any issues in the past with meeting tax obligations or deadlines I'm not sure. Would you like assistance with tax planning and strategies to minimize the tax burden on your business?

Yes No

Who prepares your tax returns? I prepare my own tax returns I have an in-house accountant or bookkeeper who prepares my tax returns I hire an external tax professional, such as a Certified Public Accountant (CPA), to prepare my tax returns Other (please specify)

Payroll Information

Are you currently managing your payroll in-house, or are you relying on an external payroll service provider? Managing payroll in-house Relying on an external payroll service provider Not currently managing payroll (i.e., no employees) What payroll services provider are you currently using?

ADP Paychex

Gusto QuickBooks Payroll

Not currently managing payroll (i.e., no employees) Other (please specify)

Additional information

Are there any specific areas of financial management where you would like help or advice? Tax planning and preparation Financial analysis and forecasting Bookkeeping and accounting Audit and assurance Business consulting: Strategic planning, mergers, and acquisitions, and risk management Are there any other financial or accounting issues that you would like to discuss or address? How did you hear about our firm? *

Internet Referral Other

What’s your Goal? Ex. Scale, Exit, Multiply, Freedom, etc.:

Primary taxpayer information:

First Name: Middle Name: Last Name: Date of Birth: Social Security Number (SSN): Occupation: Email: Phone: Marital Status: *

Health Insurance:

Do you have health insurance through the marketplace? *

Yes No

Tax Return Preparation:

Who prepares your tax returns? *

I prepare my own tax returns I have an in-house accountant or bookkeeper who prepares my tax returns I hire an external tax professional, such as a Certified Public Accountant (CPA), to prepare my tax returns

Other (Please specify)

Tax History:

Do you have past tax due liability? *

Yes No

Have you encountered any tax-related issues or concerns over the past year? (Select one) *

No, we have not encountered any tax-related issues or concerns over the past year.

Yes, we have encountered tax-related issues or concerns over the past year, and we would like to discuss them with you.

We are not sure if we have encountered any tax-related issues or concerns over the past year, and we would like your assistance in identifying them.

Have you had any issue in the past with meeting tax obligations or deadlines? (Select one) *

Yes, we have had issues in the past meeting tax obligations or deadlines.

No, we have never had any issues in the past with meeting tax obligations or deadlines.

I'm not sure.

Are there any specific areas where you would like help or advice? (Select all that apply)

Tax planning Tax preparation/compliance

Amended Income Tax Returns IRS Audit Representation

Non-Filed Tax Returns Back Taxes Owed

IRS Liens IRS Levies IRS Wage Garnishment

IRS Seizures Offer in Compromise

IRS Payment Plan Innocent Spouse Relief

Get Your IRS Transcripts Incorporation Services

Credits:

Did you pay for childcare expenses (child care credit)?

Yes No

Did you have any educational expenses that may qualify for education credits (e.g., American Opportunity Credit, Lifetime Learning Credit)?

Yes No

If yes, please provide details:

Have you paid student loan interest? Yes or No?

Yes No

Did you, your spouse, or a dependent incur any tuition expenses that are required to attend a college, university, or vocational school?

Yes No

Did you purchase any energy-efficient home improvements (e.g., solar panels, energy-efficient windows, solar water heaters, solar electricity equipment, fuel cells, insulation, heat pumps, furnaces, central AC)?

Yes No

If so, please provide receipts, invoices along with the tax credit certificate received:

Did you or your spouse purchase a new alternative technology vehicle, including a qualified plug-in electric drive motor vehicle? Please provide a copy of the bill of sale.

Yes No

Upload bill of sale:

Spouse information (if applicable):

First Name: Middle Name: Last Name: Date of Birth: Social Security Number (SSN): Email: Phone:

Dependents (if applicable):

Do you have dependents that you claim that are 17 and younger? *

Yes No

Do you want us to prepare a tax return for your dependent if required? *

Yes No

Dependents Name:

Dependent Name: Date of Birth: Social Security Number (SSN): Age: Did the dependent live with you for more than half of the year?

Yes No

Add more Dependents

Employment Status: * Please indicate all sources of income for the return we are filling: *

Wages/ salary Self-employment income

Rental income Retirement income (IRA, 401(k), pensions, etc.)

Investment income (interest, dividends, capital gains)

Prior Tax Information:

Are you current with your income tax filing? If not, why not? *

Yes No

If not, please provide your reason:

If applicable, were there any issues or concerns with your previous year's tax return? *

Yes No

Were you notified or audited by either the IRS or a State taxing agency? Please provide us details. *

Yes No

Please provide details:

Homeownership and Property deductions:

Do you itemize or take the standard deduction? *

Itemize Standard Deduction

Do you own your primary residence? *

Yes No

Was your home rented out for more than 14 days? *

Yes No

If self-employed - did you use a portion of your home regularly and exclusively as a home office?

Yes No

Do you pay mortgage interest? *

Yes No

Do you own rental property? *

Yes No

Have you sold any real property? *

Yes No

Investments:

Did you sell stock? *

Yes No

Did you receive, sell, send, exchange, or acquire any financial interest in any virtual currency? *

Yes No

Did you take money out of your 401K or other tax deferrals? *

Yes No

Did you transfer or roll over any amount from one retirement plan to another? *

Yes No

Did you convert part or all of your traditional/SEP/SIMPLE IRS to a Roth IRA? *

Yes No

Did you withdraw any amounts from your IRA to pay for higher education expenses or acquire a principal residence? *

Yes No

Did you have any transactions pertaining to a health savings account (HSA) or medical savings account (MSA)? *

Yes No

Foreign Financial Accounts:

Did the taxpayer have a financial interest in or signature authority over a financial account (such as a bank account, securities account, or brokerage account) located in a foreign country? *

Yes No

Identity Theft:

Have you recently been a victim of identity theft in the last 5 years? *

Yes No

Please ensure that you have all relevant documents, including W-2s, 1099s, receipts, and other tax-related documents, to assist us in preparing your tax return accurately. You can upload them here:

Upload relevant documents: