What tax year are we preparing?

What is your anticipated filing status?

Did your marital status change during the tax year?

Do you have any dependents you expect to claim?

Did you file a federal income tax return for the prior year?

What is the legal name of the LLC being reported on this return?

Does the LLC use a different business or DBA name?

What type of business does the LLC operate?

Briefly describe the primary products or services provided by the business.

Is this LLC owned only by you?

Has the LLC elected to be taxed as an S corporation or C corporation?

Did the business start, close, or substantially change its operations during this tax year?

Did the LLC receive business income during the tax year?

Did the LLC receive one or more Forms 1099 related to its business activity?

Do you have records showing the LLC's total gross income for the year?

How are the LLC's income and expenses currently tracked?

Do you need bookkeeping, cleanup or reconstruction before the business income and expenses can be properly reported?

Did the LLC have ordinary business expenses during the year?

Did you use a vehicle for business purposes?

Did you maintain records of your business mileage or vehicle use?

Did the business purchase equipment, furniture, computers, machinery, vehicles or other assets during the year?

Did you use part of your home regularly for business?

Did the LLC pay independent contractors or other nonemployees?

Did the LLC have employees during the tax year?

Did the LLC maintain inventory or sell physical products?

. Did you receive W-2 wages?

Did you receive interest, dividends or other 1099 income outside this LLC?

Did you receive any other income that may need to be reported? If yes, briefly describe it.

Did you own a home during the tax year?

Did you make charitable contributions?

Did you pay qualifying education or student-loan expenses?

Did you pay childcare or dependent-care expenses so you could work or look for work?

Did you contribute to an IRA, HSA or other account that may affect your tax return?

Did you purchase health insurance through the Health Insurance Marketplace?

Did you make federal or state estimated-tax payments during the year?

Did you receive an IRS or state tax notice that could affect this return?

Is there currently a tax filing, payment or notice-response deadline we should know about?

Is there anything about your individual or business tax return that particularly concerns you?

What questions would you like us to address while preparing your return?

Is there anything else we should know before beginning preparation?

I understand that bookkeeping, cleanup or reconstruction of business records is not automatically included in the $475 starting fee.

I understand that I am responsible for providing complete and accurate information and documentation needed to prepare my tax return.

I understand that I am responsible for providing complete and accurate individual and business information and documentation needed to prepare my tax return.

I understand that tax preparation does not guarantee a particular refund, tax liability, tax savings or taxing-authority outcome.

I understand that purchasing this service or completing this intake does not extend, suspend or satisfy any federal or state filing, payment or other tax deadline.

I understand that tax returns, Social Security numbers, bank information and other sensitive taxpayer documents should only be provided through the designated secure client process.