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Secure Client Tax Intake Forms

All information submitted is encrypted and protected in accordance with IRS privacy standards 

Self Employed Form

For contractors, 1099 earners, small business owners, and schedule C filers.

Secure Self Employed/Home Base Businesses Client Intake

Birthday
Month
Day
Year
Please upload ALL income documents you received for the tax year, including: W-2 | 1099 | Self-Employment | Military | Unemployment | Social Security, Ect.

Expenses ( Enter Amount Spent Throught The Tax Year )

CLIENT DECLARATION


I certify that the information provided is true and complete to the best of my knowledge. I understand that The Burgess Firm LLC will prepare my return based solely on information i provide.


I acknowledge that I am responsible for reviewing my completed tax return before signing and filing.


I understand that The Burgess Firm LLC is not responsible for penalties, interest, or additional taxes resulting from incomplete or inaccurate information provided by me.


I consent to the electronic preparation and filing of my tax return.

Date
Month
Day
Year
Drawing mode selected. Drawing requires a mouse or touchpad. For keyboard accessibility, select Type or Upload.

I verify that all documentation uploaded and submitted is accurate to the best of my knowledge.

Thank you for choosing The Burgess Firm LLC

Location
274 W Depot Street
Angier, NC 27501
United States
Office
(984) 397-6555
(910) 651-0651

 
Business Hours
Monday: 9am - 5pm
Tuesday: 9am - 5pm
Wednesday: 9am - 5pm
Thursday:  9am - 5pm
Friday:  9am - 5pm 

Saturdays are appointment 
ONLY

Sunday - CLOSED 

 
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