New Clients | Entity
IMPORTANT: Anyone that did not come to us last year for their tax preparation has to be inputted as a new client. Please read ALL the following information, so all appropriate forms are completed.
Single-member LLC’s and Sole Proprietors must use the Individual Client Page
Start Here
IRS requires that we obtain certain information for each client. This section will help you and us ensure we are meeting those requirements.
Step 1
Please complete the correct Intake Form(s) as they apply to your tax situation.
IMPORTANT NOTE: Single Member Limited Liability Companies (LLCs) that have not received permission from IRS to be taxed as a partnership or corporation do not use this section or the following intake forms. You must go to the tab for individual clients. Your business is filed on your personal return.
Intake Form for Partnerships and Corporations
Intake Form for Decedent Estate
Step 2
Please complete the following form:
Step 3
Please fill out the short questionnaire below that applies to your entity:
Business Questionnaire (This questionnaire also is for non-profits & HOA’s and only applies to the 2023 tax year, please contact the office if you need one for a different year)
Step 4
A copy of last year’s tax return.
Step 5
A Profit and Loss Statement for the filing year.
(A Profit and Loss lists income and then expenses broken down by categories. There should be at least ten categories. If printing from QuickBooks, then print the standard Profit and Loss rather than the detailed).
Step 6
A breakdown of equipment, assets, furniture, and vehicles by date, cost, and description.
Step 8
A Statement of Cash Flows.
Step 9
The W-3 and W-2’s – if applicable.
Step 10
Form 1096 (summary of 1099’s) – if applicable
Step 11
If your entity has one or more rental properties, please click below and fill out the profit & loss form.
Rental Property Income & Expense
If you have an Estate (Form 1041), please click on the form below.
Estate (Form 1041) Income & Expense
If you have a Trust, please click on the form below.
Step 12
Please complete the form listed below, in order for us to correspond via email or fax.
Consent to Release Information of Tax Return Information This form is required for us to respond via email or fax. Additionally, we need a new consent form for each third party you would like information released to.
PDF Forms: If you would like to digitally send us your information, we only take PDF format files. We prefer PDF files that have been originally scanned and saved as PDFs, meaning not converted to a PDF from a picture file. If you have a smartphone or an all-in-one printer, scanner, & copier, the apps or scanner software often times take a picture then convert it to a PDF. When it converts it to a PDF from a picture, in most cases, we cannot print out your information nor will IRS accept that format. If at all possible, please scan them into a computer and save them as a PDF to your desktop rather than a smartphone.
Tax Portal: We have a portal option where you information can be stored all in one place. We can get information from you and securely put information into your portal for you. It is the best and most secure way of sharing information with each other. Each client needs to have their own email in order to use the portal. Another words, if you have a corporation and an individual return, you will need 2 emails in order to get a portal for each account. We do not suggest or encourage using e-mail, but instead using our portal to share information with us and get information from us.
More than 5 PDF Documents: If you need to send more than 5 PDF documents for your taxes, we have to put your documents in a holding bin until someone can merge them. It will speed up the processing of your return if you merge them into 5 or fewer documents before sending them to us. Sending more than 5 documents will slow down the processing of your taxes. Due to that fact, we ask you to merge them into one or two files. See how to merge files below.
How to Merge Files: On a computer, open one of the files in your PDF viewer and go to “insert file” and select it. The PDF app will ask you what you want to insert, then select the various pages you want to insert and insert them into the file you have open. Just hit save once you are completed or you will lose everything you inserted.