22 Small Biz Tax Plan (Internal)
Business Name
*
Owner(s)
*
Tax Year
*
Gross Revenue or Sales
*
Interest or Portfolio Income
*
Operating Expenses
*
Net Operating Income
*
Recommended Salary
*
Comments
Asset Purchases
Health Insurance Premiums
*
Included in expenses above?
*
Yes
No
Long Term Care Premiums
*
Included in expenses above?
*
Yes
No
Health Savings Account
*
Included in expenses above?
*
Yes
No
Health Reimbursement Arrangement
*
Included in expenses above?
*
Yes
No
Accountable Plan Expenses
*
Included in expenses above?
*
Yes
No
Do you plan to make SEP IRA or 401k plan contributions?
*
Yes
No
Do you have amounts to enter or do you want us to compute the maximum?
*
Yes, I have specific amounts I intend to contribute.
I have bags of cash lying around. Please compute the maximum and let me know, and then I will decide.
You
Spouse
You
Spouse
You
Spouse
You
Spouse
Do you have a SIMPLE, defined benefits pension, cash balance plan or some other retirement plan that we should be aware of? If so, please explain-
Any other retirement comments?
Do you have cash restrictions?
*
Yes, I have some unusual things this year.
No, not really.
Please explain-
*
Ownership Mix
Life Changes
Did you (or do you) have W-2 income that is separate from your business?
*
Yes
No
Does your spouse have W-2 income that is separate from your business?
*
Yes
No
Not married
Do you have pension or retirement income?
*
Yes, and it is similar as last year.
Yes, and it is different than last year.
No.
Do you have rental income?
*
Yes, and it is similar to last year.
Yes, and it is different than last year.
No.
Do you have interest, dividend or capital gains income?
*
Yes, and it is similar to last year.
Yes, and it is different than last year.
No.
Please explain your changes in income-
*
Estimated Tax Payments
Is there anything else you would like to add to or clarify on this digital form?
Amazing Accountant
*
First Name
Last Name
Accountant Email
*
example@example.com
Submit
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