Mandatory Intake Form for Business

Taxpayer's First Name *

Taxpayer's Middle Name

Taxpayer's Last Name *

Phone *

Email *

Business Name

Tax Year *

Employer ID #

Income *

Business Activity

Advertising

Bank Debts/ Loans

Commissions and Fees

Contract Labor

Depletion

Depreciation

Dues and Subscriptions

Employee Benefits

Programs and Software

Business Insurance

Mortgage Interest

Interest - Other

Legal and Professional Services

Office Expenses

Miscellaneous

Pension / Profit Share

Payroll Taxes

Postage

Rent - Other

Rent Machinery/ Vehicle

Repairs and Maintenance

Supplies

Telephone or Internet

Taxes & Licenses

Travel

Meals

Uniforms

Utilities

Wages

Taxpayer's Signature *

Clear

Taxpayer's Signed date

Vehicle Date placed in service

Taxpayer/Spouse has another vehicle for personal use:

Yes

No

Taxpayer has vehicle available for use during off duty hours:

Yes

No

Taxpayer has evidence to support this deduction:

Yes

No

If “yes” the evidence is written:

Yes

No

Business Miles

Commuting Miles

Please enter the total amount for 12 months (USD) only.

• Monthly expense → multiply by 12
• Weekly expense → multiply by 48

Example:
$200 per month × 12 = $2,400

✅ Enter: $2,400

Garage Rent

Gas

Car Insurance

Licenses

Oil

Parking Fees

Rental Fees

Interest

Property Tax

Repairs

Tires

Tolls

Lease

Other 1

Other 2

Other 3

Other 4

Prior Years Business Mileage:

Total:

Taxpayer Signature *

Clear

Signed Date

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