Fill out Self-Employed & Business Data Form

Upload or email your documents to TriangleTaxGroup@gmail.com

Having Problems? We’re here to help!
Click to Call (919) 870-1099

1 Step 1

Self-Employed and Business Data Form

First NameFirst Name

Middle NameMiddle Name

Last NameLast Name

Date of Birth (month/day/year)Date of Birth

Social Security Numberyour full name

Filing Statusyour full name

Email AddressEmail Address

Phone NumberPhone Number

Addressyour full name

Cityyour full name

Stateyour full name

Zip Codeyour full name

Occupationyour full name

Enter the name of the person who referred youyour full name

ID NumberId Number

ID Issue Date (mmddyyyy)ID Issue Date

ID Expiration Date (mmddyyyy)ID Expiration date

Spouse Information

First NameFirst Name

Middle NameMiddle Name

Last NameLast Name

OccupationOccupation

Emaila valid email

Spouse Date of Birth (mmddyyyy)Spouse Date of Birth

Spouse SSNSpouse SSN

Dependents

List dependents name, date of birth, social security number, relationship, and months lived in your home below.

Dependents name, DOB, SSN, Relationship, and months lived in your home belowmore details

0 /

Bank Information (For Direct Deposit Only)

Name of BankName of Bank

Account NumberAccount Number

Routing NumberRouting Number

Business Information

Business NameBusiness Name

Primary Product/ServicePrimary Product/Service

Company EIN NumberCompany EIN Number

Income

Total Gross Receipt for year: $Total Gross Receipt for year: $

Self- Employed Business Expenses (yearly totals)

Rent or Lease Payments

AdvertisingAdvertising

Car & Trucking ExpensesCar & Trucking Expenses

SuppliesSupplies

Legal & Professional ServicesLegal & Professional Services

Taxes & LicensesTaxes & Licenses

Repairs & Maintenance

Office Expenses

Travel

Meals

Utilities

Telephonetotal mileage

Contract Laborfull name

Insurance (other than health)Insurance

Total MileageTotal Mileage

Cell Phonecell phone

If yes,

Square feet used for business?business ft2

square feet used for home?full name

Notesnotes

0 /

Fileupload

Upload your documents here

reCaptcha v3

Fill out Self-Employed & Business Data Form

Having Problems? We’re here to help! Click to Call (919) 870-1099

Wait on Email or Call from us Shortly!

Having Problems? We’re here to help!
Click to Call (919) 870-1099