BISCAYNE BAY ADVISORY
Client Intake Form
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Your Information

All information is kept strictly confidential and used only for tax preparation.

Document Checklist

Check all documents you have available. You will upload them separately via Intuit Link, our secure encrypted portal.

Income
W-2(s) from all employers
1099-NEC / 1099-MISC (freelance or contract income)
1099-INT / 1099-DIV (interest and dividends)
1099-B (stock or investment sales)
1099-R (retirement distributions)
K-1(s) from partnerships, S-Corps, or trusts
Rental property income and expenses
Business income and expenses (self-employed)
Crypto / digital asset transactions
Deductions
Mortgage interest (Form 1098)
Property tax bills
Charitable donation receipts
Medical and dental expenses
Student loan interest (Form 1098-E)
Childcare / dependent care expenses
Business
Profit and loss / QuickBooks reports
Equipment or vehicle purchases
Vehicle mileage log
Home office measurements
Health insurance premiums (self-employed)
Retirement plan contributions
Other
Prior year tax return (new clients)
IRS notices received
Estimated tax payments made
Health insurance (Form 1095-A/B/C)
IRS Identity Protection PIN

Tax Planning Questions

These help us find tax savings. Tap yes or no for each.

Business & Entity
Are you self-employed, a freelancer, or do you own a business?
Is your business a sole proprietorship or single-member LLC?
Did business net income exceed $50,000?
Is your business in a service field (law, medicine, consulting, accounting)?
Household income expected to exceed $200K (single) or $400K (married)?
Equipment & Vehicles
Did you purchase business equipment, technology, or furniture?
Did you purchase or lease a vehicle used for business?
Real Estate
Do you own rental property?
Do you or your spouse spend 750+ hours/year on real estate?
Did you buy or sell any real estate this year?
Retirement
Do you contribute to a retirement plan (401k, SEP, IRA)?
Are you age 50 or older?
Interested in sheltering $100K+ per year in retirement savings?
Charitable
Did you make charitable donations?
Do you hold appreciated stock with large unrealized gains?
Are you age 70.5+ with a traditional IRA?
Family & Home
Do you have children under 18?
Do you use a dedicated home space exclusively for business?
Did you pay for childcare or dependent care?
Healthcare
Do you pay your own health insurance (not through an employer)?
Enrolled in a high-deductible health plan (HDHP)?
State Taxes
Do you pay more than $10,000 in state/local taxes?
Do you file in more than one state?
Major Events
Selling or planning to sell a business, property, or large investment?
Did you realize capital gains this year?
Major life changes (marriage, divorce, birth, job change, move)?
Do you have any foreign income, accounts, assets, or business interests?

Review & Submit

Add any notes, then submit. We will follow up within 1-2 business days.

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Your information is submitted securely. We review your form, send a flat-fee quote, and schedule a free 15-minute call within one business day.

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Thank You

Your intake form has been received. We will review your information, send a flat-fee quote, and schedule a free 15-minute introductory call within one business day. You will also receive an Intuit Link invitation to securely upload your documents.