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Intake Form

Full Name

*

Are you and your spouse filing jointly or separately?

*

Are you and your spouse filing jointly or separately?

A

Jointly

B

Separately

Do you have children or dependents?

*

Do you have children or dependents?

A

Yes

B

No

Describe what you do (job title/business activity)

*

How long have you been self-employed?

*

Do you have a registered business entity?

*

Do you have a registered business entity?

No

Sole Proprietor

Single Member LLC

Multi-Member LLC

Partnership

S Corporation

Corporation

Do you have bookkeeping in place?

*

Do you have bookkeeping in place?

A

Yes

B

No