Schedule C – Self-Employed Tax Intake Form

Please complete the form below to provide the information needed to prepare your Schedule C self-employed tax return.

This secure intake form helps us gather your personal, business, income, and expense details accurately. If you do not have all documents available at the time of submission, you may submit the form now and provide additional information later upon request.

All information submitted is kept confidential and used solely for tax preparation purposes.

Schedule C Self-Employed Tax Intake Form

1. Personal Information

Full Legal Name
Full Legal Name
First Name
Middle Name
Last Name
Address
Address
City
State/Province
Zip/Postal
Filing Status (Select One)

2. Dependents (If Applicable)

Do you have any dependents?

Full Name
Full Name
First Name
Middle Name
Last Name
Lived with You in 2025?
Claimed by Another Taxpayer?

3. Business Information

Was the business active all year?
Business Address (if different)
Business Address (if different)
City
State/Province
Zip/Postal
Do you have bookkeeping records?

4. Income

Check all that apply

Maximum file size: 5MB

$

5. Expenses & Deductions

Check all Applicable Categories

Maximum file size: 5MB

6. Mileage & Vehicles

Did You Use a Vehicle for Business?
Do You Have Mileage Logs?
Actual Expenses (fuel, repairs, insurance) Uploaded?

Maximum file size: 5MB

7. Home Office (If Applicable)

Was a home office used exclusively for business?

Maximum file size: 5MB

Maximum file size: 5MB

Maximum file size: 5MB

Maximum file size: 5MB

Maximum file size: 5MB

8. Please Upload (If Applicable)

Maximum file size: 5MB

Maximum file size: 5MB

Maximum file size: 5MB

Maximum file size: 5MB

Maximum file size: 5MB

Maximum file size: 5MB

Maximum file size: 5MB

Maximum file size: 5MB

Maximum file size: 5MB

Maximum file size: 5MB

Maximum file size: 5MB

Maximum file size: 5MB

9. Tax Benefits & Credits Review (Optional)

Check (If Applicable)

10. Banking Info for Refund

Account Type

11. IRS Due Diligence & Compliance Questions

Did You Materially Participate in the Business?
Is this Income From Illegal Activity?
Is this Business Expected to Continue in 2026?

12. Acknowledgment

By Submitting this Form You Certify