TAX SMARTERMO - Bookkeeping Intake Form

Email Address*

Phone Number*

Business Phone Number

Please choose which one do you want to be contacted by: *

Phone

Does Not Matter

Business Information:

DBA Name

DBA (doing business as) Name if different from business name

Business Address (Include City, State and Zip Code)*

Business Website

Industry/Niche:*

Please briefly explain what your company does

What are your primary goals for tax planning? (Check all that apply)

Employment Information

Are you currently employed?

Yes

Expected Annual Income

Do you receive any of the following?

Bonuses

Commissions

Stock Options / RSUs

Restricted Stock

Pension Income

Social Security Benefits

Other

Real Estate Information:

Do you own real estate?

Primary Residence

Rental Properties

Vacation Home

Commercial Property

Number of Properties

Approximate Annual Rental Income

Approximate Annual Rental Expenses

Investment Information:

Do you currently have

Brokerage Accounts

Traditional IRA

Roth IRA

401(k)

SEP IRA

SIMPLE IRA

HSA

Cryptocurrency Investments

Other Investments

Approximate Total Investment Assets

Do you claim dependents?

Yes

Number of Dependents

Dependent #1: Name, Age and Relationship

Dependent #2: Name, Age and Relationship

Dependent #3: Name, Age and Relationship

Dependent #4: Name, Age and Relationship

Dependent #5: Name, Age and Relationship

Tax Information:

Have you filed all required tax returns?

Yes

Do you currently owe the IRS or state tax agency?

Yes

If yes, estimated balance owed:

Have you received any IRS notices within the last 3 years?

Yes

If yes, please explain:

Estimated Annual Income Sources:

Wages (W-2)

(Estimated Amount)

Self-Employment

(Estimated Amount)

Rental Income

(Estimated Amount)

Investment Income

(Estimated Amount)

Retirement Income

(Estimated Amount)

Other Income

(Estimated Amount)

Tax Deductions & Credits:

Check any that apply

Home Office

Business Vehicle

Health Insurance Premiums

Childcare Expenses

Educational Expenses

Charitable Contributions

HSA Contributions

Retirement Contributions

Energy Credits

Other:

Tax Planning Opportunities:

Are you interested in discussing:

Entity Structure Review

S-Corp Election Analysis

Retirement Planning

Cost Segregation

Real Estate Professional Status

Tax Credits & Incentives

Wealth Building Strategies

Succession Planning

Exit Planning

Advanced Tax Strategies

Required Documents:

Please upload the following (if available):

Prior 2 Years Tax Returns

Most Recent Pay Stub

Business Profit & Loss Statement

Balance Sheet

Current Year Financial Statements

Investment Statements

Rental Property Income & Expense Reports

IRS Notices (if applicable)

Upload Require Documents here

Additional Information:

How did you hear about us?

Please share any concerns, upcoming life changes, major purchases, business growth plans, or tax questions you would like us to address:

Tax Planning Intake Form

Tax Planning Client Intake Form