• Diverse Tax Gem 💎 – Business Tax Services Intake Form

    Share your business and tax details, return status, income/expenses, and upload key documents securely for tax preparation.

  • Business & Contact Information

  • Business start date
     - -
    2 digit month, 2 digit day, 4 digit year
  • Accounting method
  • States where business operates
  • Format: (000) 000-0000.

  • Ownership / Entity Details

  • Owners / partners / shareholders*
  • Does the business have multiple owners?*

  • Return History & Notices

  • Type of Return*
  • Prior-Year Return Available?*
  • Extensions Filed
  • Estimated Tax Payments Made
  • Notices Received

  • Income

  • Forms received
  • Available records*

  • Expenses

  • Which expense categories do you have to report?*

  • Vehicle Use

  • Vehicle placed in service date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Mileage log available?*
  • Vehicle-related expenses

  • Home Office

  • Is the home office used exclusively and regularly for business?*

  • Assets / Equipment

  • Asset / Equipment Details*
  • Transaction Type*
  • Date Acquired or Sold*
     - -
    2 digit month, 2 digit day, 4 digit year

  • Employees & Contractors

  • Do you have any W-2 employees?*
  • Which payroll tax filings do you handle?
  • Have you issued Forms 1099 to contractors?*

  • Inventory & Cost of Goods Sold

  • Does your business sell products?*
  • Other cost of goods sold items

  • Partnership / Corporation Details

  • Business entity type*
  • Owners / Shareholders / Partners*
  • Shareholder health insurance paid by the business
  • Loans to or from owners
  • Basis / K-1 records available

  • Rental / Business Property

  • Property Type*

  • Documents & Secure Uploads

  • Documents to Upload
  • Secure Upload Notice
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof

  • Client Authorization & Signature

  • Preferred contact method*
  • Authorization for Diverse Tax Gem to contact me regarding tax preparation*
  • Client certification*
  • Date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Should be Empty: