Start My Tax Return

This is a planning and intake form—not a request to upload sensitive tax documents. Do not enter Social Security numbers, bank information, or full tax-document images here.

No account is required before submitting this form. After your request is received, the system will connect it to your existing Greatest Business Solution LLC secure portal or send you a one-time activation link for the same portal. You will not create a second account or a separate tax-preparation login.

Your Contact & Filing Information

Enter the basic information first. Do not enter Social Security numbers, bank information, or tax-document images.

Full name Email Phone Tax year Defaults to the current filing season. Use the arrows to change the year. Filing status Primary state Number of states involved Approximate number of income documents Count W-2s, 1099s, K-1s, retirement forms, and other income documents. Bookkeeping condition

1099 or 1099-NEC Information

Many clients simply know that they received a 1099. Answer this here before moving through the rest of the form.

Did you receive a 1099 or 1099-NEC for contractor or self-employment income?

Business Information for Tax Year the selected year

Complete this section when the return includes a 1099 or 1099-NEC, gig work, freelance or self-employment income, an LLC, a business or entity return, rental activity, or Schedule K-1 income.

The complete section includes:

Business or trade name and business address
EIN status and LLC status
Business structure
Principal business or profession
Accounting method
Business expenses and 1099 count
Year the business started
Whether required business tax filings and payments are current
Contractor payments and required Forms 1099
Business vehicle use and the first business-use date
Whether the client operated or managed the business during the selected tax year

Business Information for Tax Year the selected year

Answer the basic business questions you normally discuss with the office. If information is already available from the connected client record, it will be filled in automatically; review it and change anything that is not correct. Do not enter an actual EIN. Enter the business address only when it is different from your home address.

Number of 1099 or 1099-NEC forms Did you have business expenses related to this income or business? Business or trade name Do not enter an EIN here. Do you have an EIN? Only tell us whether you have one. Do not enter the EIN on this public form. Do you have an LLC? Business structure Principal business or profession Is the business address the same as your home address? Accounting method During the selected tax year, did you regularly work in, manage, or make day-to-day decisions for this business? What year did you start this business? Type the year directly or use the arrows. Choose your best answer if you are not certain. Are all required federal, state, and local business tax returns filed and payments current through the selected tax year? During the selected tax year, did the business make payments to contractors or other nonemployees that may require filing Forms 1099?

Need Greatest Business Solution LLC to prepare and file the contractor forms? Open the separate Contractor Forms 1099 Service .

Did you use a car, truck, or van for this business during the selected tax year? Was this business or 1099 income connected to more than one state?

What Do You Need Prepared?

Choose everything that applies.

Individual tax return — W-2 and/or 1099 income Prior-year or multiple-year return Multi-state return Business or entity return Partnership return S corporation return C corporation return Nonprofit return

Income and Tax Situations

Choose all sources and situations that may appear on the return.

The exact 1099 or 1099-NEC choice also appears above. Selecting it in either location keeps both answers synchronized and opens the Business Information section.

Additional Return Information

Anything else we should know?

Your Contact & Filing Information

1099 or 1099-NEC Information

Business Information for Tax Year the selected year

Business Information for Tax Year the selected year

IRS Schedule C Business Code Research & Suggestion Center

What Do You Need Prepared?

Income and Tax Situations

Additional Return Information