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Get Your Money Right: A Step By Step Guide To Finances For Small Businesses
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About us
Services
Business Process Outsourcing
Financial Management
Information Technology
Sales & Marketing Support
Forms
Cooperate Intake Form
Individual Intake Form
New Employee Form
Help
Contact Us
Get Your Money Right: A Step By Step Guide To Finances For Small Businesses
Sign in
Individual Intake Form
Message Subject
*
Email Address
*
First Name
*
Last Name
*
#Social Security
*
Occupation
*
Date of Birth
*
Cellphone Number
Home Number
Home Address
Marital Status
Single
Qualifying surviving spouse
Head of household
Married filing jointly
Active military duty?
Yes
No
Are you legally blind?
Yes
No
Bank Name
Account Name
Please identify child associated with dependent care expense
Qualifying Child Care expense incurred and paid
Education Expense Paid
Please identify child associated with education expense
(If applicable)
#1 Entity Name
Charitable contribution
#1 Amount
Charitable contribution
#2 Entity Name
Charitable contribution
#2 Amount
Charitable contribution
#3 Entity Name
Charitable contribution
#3 Amount
Charitable contribution
Do you own or rent?
Own
Rent
Please provide complete information to receive appropriate deductions.
For Homeowners, please provide appropriate documentatio - including Form(s) 1098
Did you file Sch. C last year?
Yes
No
Please provide copy of last year's Sch. C.
Landlords Name:
Landlords Address:
Annual Rent Paid:
Spouse First Name
Spouse Last Name
Spouse Social Security
Spouse Occupation
Spouse Date of Birth
Spouse Cellphone Number
Spouse Homephone Number
Spouse Email
1. Dependent's information
Yes
No
Dependent First Name
Dependent Last Name
Dependent Social Security Number
Dependent Relation
Dependent Date of Birth
Dependent Months in Home
Dependent Full-Time Student
Dependent Disable
2. Dependent's Information
Yes
No
Dependent First Name
Dependent Last Name
Dependent Social Security Number
Dependent Relation
Dependent Date of Birth
Dependent Months in Home
Dependent Full-Time Student
Dependent Disabled
3. Dependent's Information
Yes
No
Dependent First Name
Dependent Last Name
Dependent Social Security Number
Dependent Relation
Dependent Date of Birth
Dependent Months in Home
Dependent Full-Time Student
Dependent Disabled
4. Dependent's Information
Yes
No
Dependent First Name
Dependent Last Name
Dependent Social Security Number
Dependent Relation
Dependent Date of Birth
Dependent Months in Home
Dependent Full-Time Student
Dependent Disabled
Did you:
Move within the tax year?
Live in another State?
None of the above
DATE FROM:
DATE TO:
City
State
Income (W-2, 1099-R, 1099-G, 1099-SA, 1099-Misc.): Did you ...
Receive W-2 Forms from ALL employers you worked for last year?
Receive alimony payments?
Receive Social Security income (1099-SA)?
Receive pension, annuity, ROTH, IRA, or other retirement income (1099-R)?
Receive royalties?
Receive 1099-Misc. income (prizes, awards,jury duty, etc.)?
Own your own business or work as self-employed (1099-NEC)?
None
Upload W-2 Form
Upload Alimony Payments
Upload 1099-SA Form
Upload 1099-R Form
Upload Royalties
Upload 1099-Misc
Upload 1099-NEC
Did you receive unemployment compensation (1099-Ci)?
Yes
No
Which State?
Did you receive a State tax refund?
Yes
No
How much?
Did you take a distribution from any retirement account?
Yes
No
How much?
Did receive gambling winnings (W2-Ci)?
Yes
No
How much?
Do you own your own business or work as self-employed (1099-NEC)
Yes
No
Please submit Profit/Loss Statement
Investments (1099-B, 1099-INT and 1099-DIV): Did you ...
Receive interest on savings, cash, U.S. Bonds or stock dividends (1099-INT/1099-DIV)?
Sell stock, mutual funds, or other securities (1099-B)?
Receive interest on a Partnership, S-Corp, Estate, or Trust (Kl)?
None
Upload 1099-INT/1099-DIV
Upload 1099-B
Upload Kl
Contribute to a ROTH IRA $
Contribute to a Traditional IRA $
Contribute to a SEP $
Contribute to a Keogh $
Contribute to a Simple Retirement Plan $
Have a Health Savings Account (HSA)?
Yes
No
Sell your home or any other property (equipment, land, etc.)?
Yes
No
Did you have health insurance coverage?
Yes
No
Is your spouse covered by your plan?
Yes
No
Did you have coverage through the Marketplace?
Yes
No
Did you have coverage through your employer?
Yes
No
Were your dependents covered by your plan?
Yes
No
Please submit Sale of Property Intake form.
Please provide Form 1095-A
Did you have coverage through your employer?
Months of Coverage
JANUARY
FEBRUARY
MARCH
APRIL
MAY
JUNE
JULY
AUGUST
SEPTEMBER
OCTOBER
NOVEMBER
DECEMBER
Upload any supporting financial documents
Other Expenses
List and state the amount of any other expenses e.g Job Expenses, Vehicle Registration Expense, Home Mortgage Interest, Property Taxes, Tax Preparation Fees and Child Care Fees.
Submit