ProAxis Tax & Accounting Services

Client Tax Intake

Select the intake form that matches your tax situation. Each form is tailored to capture the specific information your CPA needs to prepare your return and identify every available deduction.

Form 1040

Individual (1040)

For individuals and households — W-2 earners, investors, rental income, retirement distributions, and all personal tax situations.

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Schedule C

Sole Proprietor (Sch C)

For self-employed individuals, freelancers, and single-member LLC owners filing Schedule C with their personal return.

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Form 1120-S / 1065

Pass-Through (S-Corp / Partnership)

For S-Corporations, partnerships, multi-member LLCs, and other pass-through entities that issue K-1s to owners.

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Form 1120

C-Corporation (1120)

For C-Corporations filing Form 1120 — includes Schedule L balance sheet, officer compensation, R&D credits, and corporate deductions.

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Not sure which form to use?

Call us and we'll point you in the right direction — no obligation.

(201) 800-2330