What is Biz Pro Advisory Group?

Biz Pro Advisory Group offers business assessments, tax dashboards, case updates, resources, and property details across 69 pages for clients and staff.

Tax Preparation Intake

Tax Preparation Intake & Document Upload

A secure, step-by-step intake for your tax preparation engagement. Save and resume anytime.

Your information is stored in private, authenticated storage and is visible only to you and authorized Biz Pro Advisory Group staff. We never email sensitive documents or taxpayer IDs — those stay inside your secure dashboard. Submission of this intake is not e-file authorization.

What type of return are we preparing?

Select one. Sections will adapt to your choice — nothing is preselected for you.

Individual Form 1040Personal income tax, no business schedule.Individual Form 1040 with Schedule CPersonal return with self-employment / business activity.S Corporation Form 1120-SS-corporation income tax return.C Corporation Form 1120C-corporation income tax return.Trust / Estate Form 1041Fiduciary income tax return.Nonprofit Form 990 seriesTax-exempt organization return.Unsure — professional review neededWe'll help determine the right return type.