Schedule C

What Tax Year?

Client Type?

NEW CLIENT
RETURNING CLIENT
REFERRAL CLIENT
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Who Referred You?

First Name

Last Name

Date of birth

Phone *

Email *

Social Security Number / EIN

Occupation/Business Niche

Are you filing with a spouse?

YES

NO

Please upload your 1099K + Profit/Loss Statement.

Number of Dependents

1
2
3
4
More then 4
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Does any of the following apply?

Full-Time Student

Blind

Permanently & Totally Disabled

Dependent of Someone Else

Healthcare.gov Insurance

Neither Applies

Do you owe student loans, taxes, or other entity that might offset your refund?

YES

NO

DISCLAIMER : Please understand if you are small business owner, independent contractor, or 1099 Gig Worker this is not a final estimate and final refunds amounts will be given after a Profit & Loss Statement is completed.

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