Personal Identity

Taxpayer & Spouse — contact info, address, filing status, and dependents

Taxpayer (Primary)

Full Legal Name

Date of Birth

Last 4 of SSN / ITIN

Email Address

Phone Number

Spouse / Partner (if applicable)

Full Legal Name

Date of Birth

Last 4 of SSN / ITIN

Occupation

Employer

Home Address

Street Address

City

State

ZIP Code

County

Filing Status

Dependents (list all you are claiming)

Full Legal Name

Date of Birth

SSN Last 4

Relationship

More than 4 dependents? Add details in the Additional Notes section.

Business Overview

Schedule C — Profit or Loss from Business (Sole Proprietorship)

Business Identity

Legal Business Name

EIN (last 4 digits only)

Industry / Business Type

Tax Year

Business Address (if different from home address)

Street Address

City

State

ZIP Code

Accounting Method

How does your business recognize income and expenses?

Cash Basis

Income when received, expenses when paid

Accrual Basis

Income when earned, expenses when incurred

Not Sure / Ask CPA

Material Participation

Do you actively work in this business on a regular, continuous, and substantial basis?

Yes — I actively run this business No — Passive / Investment role Not Sure / Ask CPA

Gross Revenue & Returns

Gross Receipts / Sales

$

Returns & Allowances

$

Cost of Goods Sold (COGS)

$

Other Business Income

$

Operating Expenses

Enter approximate annual amounts — exact totals are confirmed from your records. Leave blank if not applicable.

Advertising & Marketing

$

Car & Truck Expenses

$

Commissions & Fees

$

Contract Labor (1099 workers)

$

Depletion

$

Depreciation (Form 4562)

$

Business Insurance

$

Mortgage Interest (business property)

$

Other Business Interest

$

Legal & Professional Fees

$

Office Supplies & Expenses

$

Pension / Profit-Sharing Plans

$

Rent / Lease — Vehicles & Equipment

$

Rent / Lease — Business Property

$

Repairs & Maintenance

$

Supplies

$

Taxes & Licenses

$

Travel (airfare, hotels, etc.)

$

Meals (50% deductible)

$

Utilities

$

Wages Paid to Employees

$

Other Expenses (describe in notes)

$

Expense Notes (optional)

Home Office & Vehicle Use

Form 8829 (Home Office) and Schedule C Part IV / Form 4562 (Vehicle)

Home Office

Do you use part of your home exclusively and regularly for business?

Yes No Not Sure

Office Square Footage (sq ft)

Total Home Square Footage (sq ft)

Annual Mortgage Interest or Rent

$

Annual Property Tax

$

Annual Utilities

$

Annual Homeowners / Renters Insurance

$

Vehicle Use

Vehicle Make & Model

Vehicle Year

Business Miles Driven

Total Miles Driven (all purposes)

Original Purchase Price

$

Do you maintain a written mileage log?

The IRS requires contemporaneous records for vehicle deductions.

Yes — written or app-based log Partial records No

Preferred deduction method

Standard Mileage Rate Actual Expense Method Let CPA Decide

Additional vehicles used for business?

Yes No

If yes, please describe in the Additional Notes section.

Assets & Equipment Purchases

List business property or equipment purchased this year with a cost of $2,500 or more — Section 179 / Bonus Depreciation eligible

Description

Date Placed in Service

Cost ($)

Business Use %

$

%

$

%

$

%

More than 3 items? List additional assets in the Additional Notes section.

Did you dispose of (sell, trade, or scrap) any business assets this year?

Yes No

Healthcare & Retirement

Two of the most powerful above-the-line deductions available to self-employed individuals

Self-Employed Health Insurance

If you paid health insurance premiums for yourself and your family and were not eligible for employer-sponsored coverage, 100% of those premiums may be deductible as an adjustment to income.

Annual Premiums Paid (medical + dental + vision)

$

HSA Contributions (your own, not employer)

$

Were you eligible for health coverage through a spouse's employer at any point during the year?

Yes No Part of the year

Retirement Plan Contributions

Self-employed retirement plans offer some of the largest available deductions. Contributions to a SEP-IRA, Solo 401(k), or SIMPLE IRA reduce both federal and NJ taxable income.

SEP-IRA Contributions

$

Solo 401(k) — Employee Deferrals

$

Solo 401(k) — Employer Contributions

$

SIMPLE IRA Contributions

$

Traditional IRA Contributions

$

IRS Compliance & Disclosures

Required disclosures — answer honestly to ensure your return is complete and accurate

Digital Assets & Cryptocurrency

Did you receive, sell, exchange, stake, mine, or otherwise dispose of any digital asset — including cryptocurrency, NFTs, or stablecoin — at any point during the tax year?

Yes No Not Sure

Foreign Bank & Financial Accounts (FBAR / FinCEN 114)

Did you have a financial interest in or signature authority over any foreign bank, securities, or other financial account with an aggregate value exceeding $10,000 at any point during the year?

Yes No Not Sure

Foreign Trusts or Foreign Entities

Were you a grantor of, or transferor to, a foreign trust? Did you receive a distribution from a foreign trust, or were you treated as an owner of a foreign trust under IRC §671–679?

Yes No Not Sure

1099-NEC / 1099-MISC Filing (Issued to Contractors)

Did you pay any individual, partnership, or LLC $600 or more for services during the year? If so, you are generally required to issue Form 1099-NEC to each such payee.

Yes No Not Sure

IRS or State Tax Notice Received

Did you receive any notices, letters, or audit communications from the IRS or any state tax authority (including NJ Division of Taxation) during the year?

Yes No Not Sure

Additional Notes & Questions

Anything else your CPA should know before the consultation

Who prepared your prior year return?

Prior year result (approximate)

Additional Notes or Questions

Individual & Small Business Tax Intake

Personal Identity

Business Overview

Operating Expenses

Home Office & Vehicle Use

Assets & Equipment Purchases

Healthcare & Retirement

IRS Compliance & Disclosures

Additional Notes & Questions