Business Tax Intake Form

Business Name: Business Type (LLC, Sole Proprietor, Corporation, etc.): Employer Identification Number (EIN): Business Owner's Full Name: Phone Number: Email Address: Business Start Date: Total Business Income (Gross Receipts): List of Business Expenses (Rent, Utilities, Supplies, Travel, etc.): Upload Business Expense Documents (PDF, JPG, PNG, etc.): Do you use a vehicle for business purposes? If so, provide details (miles driven, expenses): Do you claim a home office deduction? Describe the space and percentage used: Did you pay any independent contractors? If yes, provide names and amounts paid: List any major purchases or assets acquired for business use (equipment, property, etc.): Other Deductions or Credits You Believe You May Qualify For: Authorized Representative Signature: Do you authorize tax preparation based on this information? (Yes/No):