Tax Strategy Intake Form

Fill out the form below and click Submit. Your answers will be sent directly to our team for analysis. You will receive next-step instructions on screen immediately after submitting.

From Prior Return — We'll pull this from last year's return. Only update if this year is significantly different.
New / This Year — We need a current answer from you.
📋 How this works: For any field marked "From Prior Return," our system will automatically use the information from your most recent tax return. You can leave those fields blank if nothing has changed. We'll use last year's figures unless you enter something different here. Fields marked "New / This Year" always need a fresh answer since they can't be pulled from your return.
📄 Documents to send after submitting: You will be shown instructions for uploading your tax return and other documents immediately after you submit this form. These include your 1040, and if applicable: 1065/K-1, 1120-S, 1120, current year P&L, and payroll / W-2.
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Taxpayer Information

Basic info about you and your household.
Primary Taxpayer
Are you married? Prior Return
Has your filing status changed from last year? New Info
If your filing status is the same as last year, just select "No" and we'll use what's on your prior return.
New filing status for this year
Number of dependents (children or others you support) Prior Return
Include children under 17, college students under 24, and any other family members you financially support.
Ages of dependents New Info
Number of household members (children, parents, or others) earning under $20,000/year New Info
Includes dependents with part-time jobs, retired parents living with you, or anyone in your household with low income.
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Income & General Information

Your income picture — this year and last year.
Tax & Income Profile
State(s) where you live and/or operate a business Prior Return
Prior year Adjusted Gross Income (AGI) Prior Return
Leave blank if uploading your return — our system will extract it. AGI is the number at the bottom of page 1 of your 1040.
Projected current year gross income New Info
Your best estimate of total income this year (salary + business + investments, etc.) before deductions.
W-2 wages this year (if employed) New Info
Your salary/wages from an employer — the amount on your paystub before deductions. Leave blank if self-employed only.
Estimated tax payments made so far this year New Info
Quarterly payments you've sent directly to the IRS and/or your state this year (not paycheck withholding).
Any major life or business changes this year? New Info
Things like selling property, starting/closing a business, divorce, inheritance, retirement — anything that could affect your taxes.
Do you anticipate any low-income years ahead? New Info
For example: sabbatical, early retirement, career change, gap year, etc.
Do you have any foreign income, bank accounts, or financial assets held outside the U.S.? New Info
This includes overseas bank accounts, investment accounts, pensions, or income earned abroad — even small amounts require reporting.
Do you receive any alimony, trust income, or income from a legal settlement? New Info
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Business

If you own a business or do freelance/contract work — even a side hustle — this section is for you.
Business Profile
Do you own a business, freelance, or do any contract/1099 work? Prior Return
What type of business entity do you have? Prior Return
If you're not sure, no worries — we'll check your return.
How many employees (including yourself)? New Info
How many hours per week do you spend on the business? New Info
Your Roles & Duties in the Business
Check every role you perform — even if you only spend a small amount of time on it. Enter hours per week OR % of your time for each. This is critical for evaluating reasonable compensation.
Role / Duty Hrs/wk or %
CEO / Owner — overall strategy, vision, decision-making
CFO / Finance — bookkeeping, payroll, banking, budgets
Sales — closing deals, proposals, client relationships
Marketing — social media, ads, email campaigns, content
Operations — scheduling, vendor management, logistics
Service Delivery — performing the actual client work or service
HR — hiring, training, managing employees
IT / Tech — website, software, tech setup & troubleshooting
Admin — answering phones, emails, filing, data entry
Facilities / Janitorial — cleaning, maintenance, office setup
Customer Service — support, complaint resolution, follow-ups
Purchasing / Inventory — ordering supplies, managing stock
Legal / Compliance — contracts, licensing, regulatory
Approximate annual business net income (revenue minus expenses) New Info
If S-Corp: what salary do you currently pay yourself? Prior Return
Do you pay for your own health insurance through your business? New Info
If you're self-employed and pay for your own health insurance, the premiums may be deductible.
Hiring Family Members
Do any of your children (or dependents) help with your business in any way? New Info
This includes any tasks like filing, cleaning, social media, data entry, modeling, helping at events, etc.
Vehicle
Do you use (or could you use) a vehicle for business purposes? New Info
Estimated total miles driven per year (all purposes)
Estimated business miles driven per year
Have you purchased (or are you considering purchasing) a vehicle over 6,000 lbs? New Info
This includes many full-size SUVs and trucks. The vehicle's weight (GVWR) is on a sticker inside the driver-side door.
Business Meals & Entertainment
Approximate annual spending on business meals (with clients, employees, or prospects) New Info
Meals with a clear business purpose (discussing business, client meetings, team meals) are generally 50% deductible.
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Home & Real Estate

Your home, home office, rental properties, and related details.
Primary Residence
Do you own your primary residence? Prior Return
Home Office
Do you (or could you) use a dedicated space in your home regularly for business? New Info
It doesn't have to be a separate room — a consistent area used only for work qualifies.
Total square footage of your home
Square footage of your office / workspace area
Total number of rooms in your home
Number of rooms used for business
If rooms are similar size, we may use the room-count method — we'll determine which gives you the best result.
Direct Expenses (office area only)
Costs that apply only to your office space — not the rest of the house.
Office-specific repairs or improvements this year
e.g. painting the office, built-in shelving, dedicated office flooring, etc.
Office equipment or furniture purchased this year
Desk, chair, monitor, printer, etc. — items used exclusively for work.
Indirect Expenses (whole-home costs)
Costs for your entire home. A percentage based on office size will be allocated as a deduction.
Annual mortgage interest (or rent) Prior Return
Found on Form 1098 from your lender, or monthly rent × 12.
Annual property taxes Prior Return
Homeowner's / renter's insurance (annual)
Utilities — electric, gas, water, internet, phone (annual)
Home repairs & maintenance this year (whole home)
General repairs benefiting the whole home (roof, HVAC, plumbing, etc.).
House cleaning service (annual)
HOA dues (annual)
Pest control, lawn care, or security system (annual)
Any other whole-home expenses?
Renting Your Home for Business Use
Do you ever host business meetings, retreats, or events with employees at your home? New Info
If yes: what would a fair daily rental rate be for your home?
Look up comparable daily rates on Peerspace, Airbnb, VRBO, or nearby hotel conference room rates.
Rental & Investment Properties
Do you own any rental or investment properties? Prior Return
If yes: how many rental/investment properties?
Properties Purchased (or Expected) This Year
Add each property purchased or expected to be purchased this year. If none, skip this section.
Property #1
Property type
Purchase status
Total purchase price
If unsure how to split land vs building, leave blank — we can work with your closing documents.
Property address (city, state)
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Equity & Corporate Compensation

Stock options, RSUs, and equity compensation.
Equity Profile
Do you have stock options, RSUs, or other equity compensation? New Info
These are shares or the right to buy shares that your employer gives you as part of your compensation.
Which types do you have? (check all that apply)
Incentive Stock Options (ISOs)
Number of ISO shares granted
Strike (exercise) price per share
Current fair market value per share
Have you exercised any ISOs this year?
If exercised: number of shares exercised
Did you sell any ISO shares this year?
Non-Qualified Stock Options (NQSOs)
Number of NQSO shares granted
Strike (exercise) price per share
Current fair market value per share
Have you exercised any NQSOs this year?
If exercised: number of shares exercised
Restricted Stock Units (RSUs)
Total RSU shares granted (unvested + vested)
Shares vested this year (or expected to vest)
Approximate price per share at vesting
Have you sold any vested RSU shares?
Are you holding vested shares beyond the vesting date?
Employee Stock Purchase Plan (ESPP)
Are you currently enrolled and contributing?
ESPP discount rate
Did you sell any ESPP shares this year?
Other Equity / Not Sure
Please describe what you have:
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Charitable & Personal

Giving and personal deductions.
Charitable Giving
How much do you expect to give to charity this year? New Info
Your best estimate for this year. If unsure, leave blank and we'll use last year's amount from your return as a starting point.
Are you currently itemizing deductions or taking the standard deduction? Prior Return
The standard deduction is a flat amount everyone can take. You "itemize" when your individual deductions add up to more than the standard amount. If unsure, we'll check your return.
Total itemized deductions last year (if applicable) Prior Return
Do you hold appreciated stock or assets you'd consider donating? New Info
"Appreciated" means the stock or asset is worth more now than when you bought it.
Do you have a Donor-Advised Fund (DAF)? New Info
A DAF is like a charitable savings account — you contribute money, get the tax deduction upfront, and then distribute to charities over time.
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Investments & Retirement

Investment income, retirement accounts, and savings.
Investments & Capital Gains
Capital gains realized this year New Info
Profits from selling stocks, crypto, property, or other assets. Leave blank if none.
Capital loss carryforward from prior years Prior Return
If you had more losses than gains in a prior year, the unused portion carries forward. We can check your return for this.
Do you have unrealized losses in any brokerage accounts? New Info
"Unrealized losses" means you own investments currently worth less than what you paid, but haven't sold them yet.
Did you buy, sell, or trade any cryptocurrency this year? New Info
What cryptocurrency activity did you have? (check all that apply)
Approximate total crypto gains (or losses) this year
Which exchange(s) or platform(s) do you use?
Health Savings Account (HSA)
Are you enrolled in a High-Deductible Health Plan (HDHP)? New Info
An HDHP has a higher deductible but lower premiums than a traditional health plan. Check your plan documents or ask HR if you're unsure.
Did you change health insurance plans this year compared to last year? New Info
HSA contributions this year New Info
An HSA lets you save pre-tax dollars for medical expenses. Only available if you have an HDHP.
Retirement Accounts
Roth IRA balance (approximate) New Info
A Roth IRA grows tax-free and withdrawals in retirement are tax-free. Check your brokerage statement.
Traditional IRA balance (approximate) New Info
Your current balance in any traditional (pre-tax) IRA accounts.
Are you contributing to a Traditional IRA, Roth IRA, or both? New Info
A Traditional IRA gives you a tax deduction now; a Roth IRA grows tax-free and withdrawals in retirement are tax-free.
Are you maxing out your IRA contributions? New Info
The 2024 IRA limit is $7,000 (or $8,000 if you're 50 or older). This applies to Traditional and Roth combined.
401(k) balance (approximate) New Info
Check your most recent statement or your plan's website.
Are you contributing to a 401(k)? If so, are you maxing it out? New Info
A 401(k) is an employer-sponsored retirement plan. "Maxing out" means contributing the annual limit — $23,000 if under 50, or $30,500 if 50+.
Cash Balance / Defined Benefit Plan
A cash balance plan is a type of pension that allows business owners to make large tax-deductible contributions — often $100,000 to $300,000+ per year — on top of a 401(k). The contribution amount depends on your age, income, and a few other factors. Answer the questions below so we can estimate whether this could work for you.
Are you interested in potentially sheltering a large amount of income in a retirement plan? New Info
Your age (or date of birth if not already provided above)
Age is the single biggest factor — older owners can contribute significantly more.
Your W-2 salary from the business (or projected salary)
Contributions are based on your W-2 compensation from the business, not total business income.
How many years do you expect to continue running this business?
The plan must stay open for at least a few years. Longer time horizons allow larger annual contributions.
Number of W-2 employees (other than yourself)
You may need to contribute for eligible employees too. More employees increases the cost but doesn't disqualify you.
Ages of other W-2 employees (approximate)
Younger employees cost less to cover. This helps us estimate total plan cost.
Do you already have a 401(k) or profit-sharing plan for the business?
A cash balance plan is often paired with a 401(k) to maximize total contributions.
Is your business income expected to be consistent for the next 3–5 years?
Cash balance plans require annual contributions. Consistent income makes them easier to maintain.
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Energy Credits, Education & Other

Additional credits and deductions.
Energy & Home Improvements
Have you purchased (or are you considering) an EV, solar panels, or home energy upgrades? New Info
Energy-efficient upgrades include electric vehicles, solar panels, heat pumps, insulation, and energy-efficient windows/doors.
Education
Do you contribute to a 529 college savings plan? New Info
A 529 plan is a tax-advantaged savings account for education expenses. Some states give you a state tax deduction for contributions.
Are you or a dependent currently in college or paying tuition? New Info
Insurance & Other
Do you pay student loan interest? New Info
Do you pay for childcare or dependent care? New Info
This includes daycare, after-school programs, summer camps, or care for a dependent adult while you work.
Do you pay alimony? New Info
Alimony from divorce agreements finalized before 2019 is deductible.
Do you have a whole life insurance policy with cash value? New Info
Did you receive any large gifts or inheritances this year? New Info
Did you make any large gifts to anyone this year (over $18,000 per person)? New Info
Gifts over $18,000 to a single person in a year may require a gift tax return (Form 709), even though you likely won't owe gift tax.
Have you ever been subject to the Alternative Minimum Tax (AMT)? Prior Return
AMT is a separate tax calculation that limits certain deductions. We'll check your return.
Is there anything else you'd like us to know about your tax situation? New Info

Your answers will be sent securely to our team. After submitting, you will see step-by-step instructions for uploading your tax documents.