Our Services

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Over the years, 100's of small business Federal and State tax returns have been prepared for both service and manufacturing company clients.

2024 Tax Client Intake Form

Personal Information:

Full Name_____________________________________________________DOB____/____/_______SSN_____-____-_______

Spouse’s Full Name____________________________________________DOB____/____/_______SSN_____-____-_______

Mailing Address__________________________________________________________________________________________

Best Contact Phone_(_____)________________2^nd Contact Phone__(_____)________________

Best Contact Email________________________________2^nd Contact Email___________________________________

Initial here _______ to receive text messages from Dimensions Accounting. Standard message rates apply.  You can opt out at any time by replying “STOP”.

In 2024 did you/your spouse receive, sell, exchange, or dispose of any digital asset? Yes/No

At any time during 2024 did you/your spouse have assets in a foreign bank account? Yes/No

Marital Status – As of December 31^st, 2024  were you:

• Single
• Married
• Legally Separated in 2024
• Widowed                                   Year of spouse’s death____________

List everyone who lived with you, or you supported but did not live with you, other than your spouse:

****The return cannot be e-filed without proof of residency for each person listed below – Did you provide that today? Yes/No

Income from 2024 – Please check all that apply:

• Wages from Employer          Employer Name________________________________Did you bring in your W2? Yes/No

                                                                 Employer Name________________________________Did you bring in your W2? Yes/No

                                                                 Employer Name________________________________Did you bring in your W2? Yes/No

                                                                 Employer Name________________________________Did you bring in your W2? Yes/No

• Self-Employment Income                          Did you provide 1099-MISC, 1000-NEC, 1099-K, or cash amount? Yes/No
• Unemployment Compensation                                                                                        Did you provide form1099-G? Yes/No
• Retirement income from a pension, annuity, or IRA?                                          Did you provide form 1099-R? Yes/No
• Social Security or Retired Railroad Benefit                                          Did you provide for 1099-SSA or 1099-B? Yes/No
• Interest on your checking/savings accounts or investments                           Did you bring in your 1099-DIV? Yes/No
• Dividends or capitol gains on your investments                                                          Did you bring your 1099-DIV? Yes/No
• Income or loss from the sale or exchange of stocks, bonds, or sale of assets including your home

Did you bring in your 1099-B or 1099-S? Yes/No

• Transactions through Venmo, PayPal, or Cash App

Did you bring in your 1099-K and annual statement of details? Yes/No

• Other income – gambling, jury duty, schedule K-1, rental property            Did you provide forms/amounts? Yes/No
•  

Expenses from 2024 – Please check all that apply:

• Interest on your personal home                                                                                              Did you provide form 1098? Yes/No
• Property Taxes on your personal home                                   Did you provide form 1098 or proof of payment? Yes/No
• Charitable contributions                                                                                         Did you provide proof of payment? Yes/No
• Medical Expenses                                                                                                     Did you provide proof of payment? Yes/No
• Vehicle Registration payments                                                                            Did you provide proof of payment? Yes/No
• Child or Dependent care expenses                                                                    Did you provide proof of payment? Yes/No
• Contributions to a retirement account                                                              Did you provide proof of payment? Yes/No
• College or post-secondary educational expenses for yourself, spouse, or dependents 

                Did you provide form 1098-T and record of payment? Yes/No

• Student loan interest                                                                                                       Did you provide form 1098-E? Yes/No
• Supplies for your classroom as an educator                                                   Did you provide proof of payment? Yes/No
• Expenses related to self-employment                                                              Did you provide proof of payment? Yes/No
• Alimony payments                                                                                                   Did you provide proof of payment? Yes/No

Life Events from 2024 – Please check all that apply:

• Divorce        Date of Divorce_____/_____/________     Did you bring in your divorce decree? (Yes/No)
• Have a Health Saving Account?

If so, did you provide forms 5498-SA, 1099-SA, and W-2 with code W in box 12? (Yes/No)

• Have credit card, student loan or mortgage debt cancelled or forgiven by a lender or have a home foreclosure?       

If so, did you provide forms 1099-C, 1099-A? (Yes/No)

• Adopt a child?
• Have Earned Income Credit, Child Tax Credit or American Opportunity Credit disallowed in a prior year?

If yes, for which tax year? ________

• Purchased and installed energy-efficient home items such as windows, furnace, insulation, etc?

Did you provide signed proof of installation by the power company? (Yes/No)

• Receive the First Time Homebuyers Credit in 2008?
• Make estimated federal tax payments or apply last year’s refund to this year’s tax? How much and when?

1. Date:_____/_____/________$____________    3)  Date:_____/_____/________$____________
2. Date:_____/_____/________$____________    4)  Date:_____/_____/________$____________

• Make estimated state tax payments or apply last year’s refund to this year’s tax? How much and when?

1. Date:_____/_____/________$____________    3)  Date:_____/_____/________$____________
2. Date:_____/_____/________$____________    4)  Date:_____/_____/________$____________

• File a federal return last year containing a “capital loss carryover” on Form 1040 Schedule D?
• Have health coverage through the Marketplace (Exchange, Obamacare)? Did you provide form 1095-A? Yes/No

Refund/Tax Due:

• If you are eligible for a refund, would you like a check or direct deposit? (Circle one).
  • If direct deposit, complete the following:

Bank Name _________________ Routing______________Account_____________________(checking/savings -circle one)

• If you owe taxes, will you mail a check or have the payment automatically withdrawn? (Circle one).
  • If automatically withdrawn, complete the following:

Bank Name _________________ Routing______________Account_____________________(checking/savings -circle one)

By signing this document, I certify that the information in this form is true and accurate and will be used in the preparation of my 2024 tax filings and direct deposit/tax payment if applicable.

Signature________________________________________________________________Date______/______/_________

Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. We support all major accounting programs including Quickbooks and Peachtree.

Financial Statement preparation for small business clients is a long-standing service of this firm. Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.