top of page

Client Interview Spreadsheet

This form is the first step for you client to carry out your individual and/or corporate income tax return. He says about a short interview so that we can better understand your fiscal reality

FORMS

rental properties
Real estate - royalties

This form is used ONLY to report income or loss from rental real estate, royalties, partnerships, S corporations, estates and trusts. This form is commonly used to report income or loss from rental real activities both residential real estate and commercial real estate.

self employed
tax return - schedule C

This form is designated to self employed who are a contractor or subcontractor with either W9 / 1099 NEC form. If you do not have neither forms and or need to attach you professional deductions, please click on the link below.  

Click here  to download the Standard Deduction spreadsheet here.

business 
tax return - 1065/1120/1120s

This form is designated only to businesses that needs to do their taxes. 

Click here  to Business Financial Statements PDF Spreadsheet

extension tax
return form

Business Tax Return

To apply for an IRS business Tax Return Extension if you need more time to file. 

extension tax
return form

Individual Tax Return

To apply for an IRS individual Tax Return Extension if you need more time to file. 

ITIN number
w7 form request

Use Form W-7 to apply for an IRS individual taxpayer identification number (ITIN). You can also use this form to renew an existing ITIN that is expiring or that has already expired.

Not sure which one applies to you?
Give us a call or chat.
 

Deductions download spreadsheet
  • Whatsapp
bottom of page