top of page

B Enterprises

Home
Services
Start Here
Shop
More

Use tab to navigate through the menu items.

B Enterprises

Home
Services
Start Here
Shop
More

Use tab to navigate through the menu items.

(323) 991 - 2226

Taxes Intake Form

THANK YOU FOR YOUR INTEREST IN WORK WITH B ENTERPRISES

Full Name

Select an Address

SSN / TIN

Date of Birth * required

Occupation

Filling Status

Dependents

Sim

Choose an option

If yes, please list their names, date of birth and relationship to you:

Income Information

Specify Other Income

What are your sources of income? (Select all that apply)

W-2 Wages

Self-Employment Income

Interest and Dividends

Capital Gains

Retirement Income

Other

Please provide your W-2 forms and/or 1099 forms for the current tax year.

Do you have health insurance? (Form 1095)

Yes

Do you have any business/self-employment income or expenses?

Yes

If yes, please provide a brief description of your business and estimated income and expenses:

Deductions and Credits

Do you have any of the following deductions? (Select all that apply)

Mortgage Interest

Charitable Donations

Medical Expenses

Business use of home

Business use of car

Other

Specify Other Deduction/Credit

Do you have any of the following Credits? (Select all that apply)

Earned Income Tax Credit (EITC)

Child Tax Credit

Education Credits

Other Credit

Additional Informations

Do you have any tax-related questions or concerns? Please describe:

Terms and Conditions*

I understand the the terms and considtions related to tax preparation.

Terms and Conditions

B Enterprises

Please, fill out the form below with your details and service requests. We'll be in touch soon to schedule your appointment and answer any questions you may have.

Finance & Bookkeeping

Start Here

BE Academy

Tax Intake Form

Info

(323) 991-2226

info@benterprises.biz

Shop

bottom of page