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  • *What type of submission are we preparing?

    • Select OptionIndividualBusiness

    *What type of business will we assist in filing?

    • Sole ProprietorshipLimited Liability CompanyS-CorporationC-CorporationNon-Profit Corporation

    *How many partners?

    • 1-33-6

    *What is the gross income of the business?

    • $0 – $49,999$50,000- $99,999$100,000- $149,999$150,000- $199,999$200,000- $299,999$300,000-$399,999$400,000- $499,999$500,000 and upI need assistance in preparing financial statements ( Bookkeeping is a separate quoted service)

  • *What is your filing status for this year?

    • SingleHead Of HouseholdMarried Filing JointlyMarried Filing Seperately

    *How many dependents are you claiming?

    • 01-23-45-78 or more

    *How many W2s have you received?

    • 1-23-55-78 or more

    *Have you receieved any 1095-A marketplace healthforms? (Commonly known as Obamacare)

    • Yes
    • No

    *Did you, a spouse or dependents attend a university? (The university will issue a 1098-T form)

    • Yes
    • No

    *Did you trade stocks or crypto?

    • Yes
    • No

    *Did you win any money gambling and were issued a form?

    • Yes
    • No

    *Do you have rental income?

    • Yes
    • No

    *Any social security income?

    • Yes
    • No

    *Will we be incorporating a Schedule C (Business income) form in your submissison?

    • Yes
    • No

    *Do you have financial documentations for the business ready? (We can assist you in getting the business's financial documentation in order but it is a separate service)

    • YesNo (Please contact us if assistance is needed in preparing)N/A – No business income
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