WELCOME, NEW CLIENTS. 


tAX FILING PREPARATION

The form below collects information to begin the tax return preparation for your individual or company return(s). Please contact Laura Allen if you have any questions. By email: laura @ pencil.team, or call: 972.863.1511 

 

Please complete the form below

Name *
Name
Phone *
Phone
Address *
Address
Type of Tax Return(s) *
(Check all that apply)
Do you have a copy of the last tax return that you filed (individual and/or company)? *
(Digital or physical copy acceptable.)
INDIVIDUAL RETURNS
If you selected individual, fill out this section of the form.
(Separate by commas for multiple individuals on joint return)
(Separate by commas for multiple years)
(Amount of income, before deducting direct costs and expenses. Separate amounts for multiple years by commas.)
$
Have you done your bookkeeping / bank reconciling for these year(s)?
(Separate multiple softwares by commas.)
Is this a joint return?
(For married couples filing together)
Type of Income
(Select all that apply)
(Separate by commas a list of your home(s), vehicle(s), investment accounts, and/or other depreciable assets.)
COMPANY RETURNS
If you selected company, fill out this section of the form.
(Separate with commas for multiple companies)
Is your company(s) address different from the one you entered, above?
(If only different from the one entered at the top of this form.)
Select the type of entity:
(Check all that apply, and check multiple if you are needing to file for multiple companies.)
(Separate by commas for multiple years)
(Amount of income, before deducting direct costs and expenses. Separate amounts for multiple years by commas.)
$
Have you done your bookkeeping / bank reconciling for these year(s)?
(Separate multiple softwares by commas.)
Enter your Company's Year End date
Enter your Company's Year End date
(Leave blank if you do not know, or if multiple companies have a different fiscal year end.)
What method of accounting are you using?
(Leave blank if you do not know)
(Separate by commas a list of your depreciable assets, including vehicle(s), equipment, etc.)