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Primary

Country
Choose a tax year (or type one)

Spouse

Dependents

Dependant 1

Dependent 2

Dependent 3

Real Estate

Select ‘Own’ if you have a mortgage or own your property. Select ‘Rent’ if you do not own your home.

Schedule A

Disabled

Income Statements

SELF EMPLOYMENT/SMALL BUSINESS QUESTIONNAIRE

Self Employed Definition: An Individual who operates a business or profession as a sole proprietor, partner in a business relationship, independent contractor, or consultant. He/she must report self-employment income on Schedule C or Form 1040.

Please put NA if this do not apply to you
Please put NA if this do not apply to you
Please put NA if this do not apply to you
Please visit , for the latest business codes for Schedule C https://www.irs.gov/pub/irs-pdf/i1040sc.pdf
Please put 00 if this do not apply to you

Business Expenses

Please put 00 if this do not apply to you
Please put 00 if this do not apply to you
If this do not apply to you, please put NA
If this do not apply to you, please put NA
Please put the name of Expense and the total amount. Example Phone $3,201.20

Affidavit for No Receipts OR Profit and Loss Statement

I declare that the above information is true and accurate to the best of my knowledge.

Bank Application

CLIENT NON PAYMENT/OFFSET CLAUSE

We strive to assist all of our clients in their tax needs, however we understand that situations arise. If your refund is offset by the IRS, student loans, child support or your check is mailed, you are still obligated to pay our company the fees associated with filing your tax return. By signing this agreement you acknowledge that if payment is not made in full with in 30 days legal actions will be sought to resolve payment. I am giving Taxes Made Simple LLC and/or associated affiliates permission to prepare all forms related to my tax return and I have signed all necessary forms to file my income tax return electronically. I take full responsibility for the accuracy of this client intake form and understand that Taxes Made Simple and/or associated affiliates hold no responsibility for any misrepresentation or false claims.

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