Individual Tax Return Intake Please enter your details below for your individual tax return. Name(Required) First Last Email(Required) Phone(Required)Service Option Selected(Required)The Base option gets you both Federal and State (where applicable) Individual Tax Return filings and support. The Standard upgrade includes additional SBS Tax Team access and one annual tax planning session (Spring or Fall). The Premium option includes 2 tax planning meetings (Spring and Fall) and full IRS representation. Please email brent@sbstandard.com if you have any questions about these options. Base – $950 Standard – $1,350 Premium – $1,600 Schedule C Add-On(Required)If you have a business that is reported on Schedule C of your personal return, please select “yes” below. Note: This additional portion of your personal return is not referring to your main business return or investor K-1s, which would be filed separately. We will ask you to provide copies of previously filed return schedules.NoYes – $500Schedule E Add-On(Required)If you report real estate rental activity on Schedule E of your return, please select “yes” below. We will ask you to provide copies of previously filed return schedules.NoYes – $500Estimated PricingBased on the information above, we’ll be able to file your estimated individual return fee is as follows. Once you hit “Submit” below we will confirm any additional details needed and send out an engagement agreement before beginning work. Thank you! CompanySo that we can link your personal and business tax return if applicable.Personal Address(Required) Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Date of Birth(Required) MM slash DD slash YYYY Will you be filing jointly with your spouse?(Required) Yes No Spouse's Name(Required) First Last Spouse's Email(Required) Spouse's Phone(Required)Spouse's Address(Required) Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Spouse's Date of Birth(Required) MM slash DD slash YYYY How many dependents will you be claiming?(Required)012345Dependent 1 Name(Required) First Last Dependent 1 Date of Birth(Required) MM slash DD slash YYYY Dependent 2 Name(Required) First Last Dependent 2 Date of Birth(Required) MM slash DD slash YYYY Dependent 3 Name(Required) First Last Dependent 3 Date of Birth(Required) MM slash DD slash YYYY Dependent 4 Name(Required) First Last Dependent 4 Date of Birth(Required) MM slash DD slash YYYY Dependent 5 Name(Required) First Last Dependent 5 Date of Birth(Required) MM slash DD slash YYYY Δ
