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Home
About
Services
Accounting & Bookkeeping
Full charge Bookkeeping
General ledger cleanup
Bank reconciliation
Financial statement generation
Accounts receivable & payable setup & submissions
Monthly & Quarterly Reports
Invoice setup & submissions
QuickBooks Setup
Tax Services
Business Tax Return Preparation (LLC, Corporation, sole proprietor)
Nonprofits Tax Return (File 990 EZ or 990)
Individual Return Preparation
Amended return & Filing of Back Taxes
Income Tax Planning
Sales Tax Filling
Payroll Services
Complete Payroll Services
Payroll Tax Filing (Quarterly & Annually)
Employee Time Tracking
1099 & W-2 Preparation
Prevailing Wage Payroll
Certified Payroll Reporting (California)
Business Consultation & Registration
Consultation & administration for business startup
LLC (Limited Liability Company) formation
Corporation (C/S Corporation) formation
DBA (Doing Business As) registration – Partnership formation
Sole proprietorships registration
QuickBooks ProAdvisor Consultation
Resources & Links
IRS Resources
Business Checklist
Individual checklist
Payment
Forms
Client Tax Return Information Form
Appointment
Blog
Contact
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Client Tax Return Information Form
Client Tax Return Information Form
Personal Information:
Full Name:
Social Security Number (SSN):
Date of Birth:
MM slash DD slash YYYY
Marital Status:
Single
Married
Divorced
Widowed
Other
Spouse's Name (if applicable):
Spouse's SSN (if applicable):
Spouse's Date of Birth:
MM slash DD slash YYYY
Contact Information:
Address:
City: State: Zip Code:
Email: Phone:
Employment Information:
Occupation:
Annual Income: $
Spouse's occupation:
Annual Income: $
Income Sources:
Income Sources:
Wages/Salary
Rental Income
Business Income
Investment Income
Other (Specify):
Deductions and Credits:
Home Mortgage Interest: $
Medical Expenses: $
Charitable Contributions: $
Education Expenses: $
Other Deductions: $
Dependents:
Number of Dependents:
1
2
3
4
5
6
7
8
9
10
11
12
Child 1:
Full Name:
Date of Birth:
MM slash DD slash YYYY
Social Security Number (SSN):
Child 2:
Full Name:
Date of Birth:
MM slash DD slash YYYY
Social Security Number (SSN):
Child 3:
Full Name:
Date of Birth:
MM slash DD slash YYYY
Social Security Number (SSN):
Child 4:
Full Name:
Date of Birth:
MM slash DD slash YYYY
Social Security Number (SSN):
Other Dependents:
Name:
Relationship:
Date of Birth:
MM slash DD slash YYYY
Social Security Number (SSN):
Additional Information:
Did you have any significant life events in the past year (e.g., marriage, birth, divorce)?
Yes
No
(If yes, please provide details):
Any other relevant information or special considerations:
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