CLIENT INTAKE CHECKLIST
Before you begin the form below, please have these ready:
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W-2 / INDIVIDUAL
✓ All W-2 Forms (All Employers)
✓ Photo ID & SSNs for Dependents
✓ Student Loan/Tuition (1098-T)
✓ Charitable Donation Records
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SCHEDULE C / BUSINESS
✓ All 1099-NEC & W-2 Forms
✓ Total Gross Income/Receipts
✓ Expense Totals (Advertising, Supplies, etc.)
✓ Business Mileage & Home Office Sq Ft
READY TO FILE?
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