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TAX PREPARATION

All Tax preparation meetings will be virtual via Zoom or phone.
 

Welcome! We are Accepting New Clients!

Complete the engagement letter above and email to jasmine@square1accounting.com to get started. Email us or Request a new client call with any questions HERE.

Returning Clients:

WELCOME BACK!
Looking forward to catching up with you! Once you are ready to prepare your taxes, upload all documents to the portal link below.

 

Please include your completed intake form(s). Blank forms are below. See you soon! See Tax Notice above for detailed information!

Actor Expense Sheet (updated)

Download this sheet to assist in organizing your entertainment expenses.

Download

Upload tax documents HERE

Click here to upload your documents for tax preparation

Go to Site

Rental Property Intake Form 

If you have rental properties that you will claim on your taxes, complete this form.  Checklist included.

Download

Business Intake 
form

If you are classified as a S Corporation, need direction on LLC deductions, or have a Partnership, complete this intake form.

Download

Individual Intake 
form

Every client must complete one!

For individual 1040 tax preparation and LLC taxes for Schedule C, Complete this intake form.

Download
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