Business Expenses Business Expenses Select your Preparer * Any Nicholas Lackey Anastasia Stancil Brandon Miller Stephen Hampton Yari Ramos Name * First Name Last Name Business Name? No Yes Email * Phone * (###) ### #### Tax Year 2025 2024 2023 2022 EIN ENTER YOUR EXPENSES Advertising/marketing Car & Truck Contract Labor Commissions & Fees Depreciation Employee benefits Insurance (not health) Interest - mortgage Interest - other Legal & professional Office Expense Pension/Profit-sharing Rent - vehicles/machinery Repairs & maintenance Supplies Taxes & Licenses Travel Meals (50%) Utilities Wages Other Expenses (describe) Thanks—your form was submitted securely.Your information and uploads are now with your tax preparer. We’ll review everything and reach out soon with next steps.Need anything sooner? Use our Contact Us form and we’ll call you back. Returning Client Returning Client Select Your Preparer * Nicholas Lackey Anastasia Stancil Brandon Miller Stephen Hampton Yari Ramos Name * First Name Last Name Date of Birth * MM DD YYYY Phone (###) ### #### Address Change? No Yes You’re all set.We received your documents safely and assigned them to your preparer. A specialist will review your file and contact you with an update.If you have a time-sensitive question, send a note through Contact Us and we’ll prioritize your call. START YOUR RETURN Select Your Preparer Any Quinn Lackey Anastasia Stancil Brandon Miller Stephen Hampton Yari Ramos Full Name * First Name Last Name Email * First Name Last Name Phone * (###) ### #### Current Address Address 1 Address 2 City State/Province Zip/Postal Code Country SSN * Filing Status * Not sure? Pick your best guess — we’ll confirm. Single Head of household Married filing jointly Married filing separate Qualifying surviving spouse Number of dependents * None 1 2 3 4 5+ Income sources Check all that apply W2 1099/Contract Self-employment Investments Rental Other Interested in an Advance? Advances can be anywhere from $500-$9500. This depends on history of taxpayers returns being paid out prior years. This option will not run your credit. Yes No Primary State of Residence Any major changes or potential deductions/credits? Your Privacy & Security Matter * We use encrypted forms and secure Microsoft 365 email delivery to protect your data. All uploaded files are transmitted through SSL/TLS encryption and are never stored on public servers. Your information is reviewed only by licensed tax professionals within Global Financial Investments. We do not share or sell your data—ever. I consent to be contacted about tax preparation and to share this information for an initial review. Thanks—your form was submitted securely.Your information and uploads are now with your tax preparer. We’ll review everything and reach out soon with next steps.Need anything sooner? Use our Contact Us form and we’ll call you back.
