Professional Tax & Business Services

Your Finances Deserve Royal Treatment.

Professional tax solutions, tax planning, and business support for individuals, entrepreneurs, and businesses—delivered with personal attention and a commitment to excellence.

GET STARTED EXPLORE SERVICES

Tax preparation • Business tax services • Planning • Year-round support

Personalized ServiceSolutions built around your needs.

Individuals & BusinessesTax support across a range of situations.

Year-Round GuidancePlanning beyond tax season.

Our Services

Comprehensive Tax Solutions

From individual returns to business tax needs, Princess Enterprises LLC is positioned to help you stay organized, informed, and prepared.

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Individual Tax Services

Professional preparation and support for individuals and families.

Federal & state returns
W-2 & 1099 income
Self-employed returns
Prior-year & amended returns

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Business Tax Services

Tax support for entrepreneurs and established small businesses.

LLC & partnership returns
S-Corporation & corporate returns
Estimated tax planning
Business tax organization

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Tax Planning

Proactive planning to help you understand your tax position before filing.

Year-round planning
Business structure considerations
Expense organization
Owner planning discussions

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Tax Notices & Compliance

Help organizing and responding to tax-related correspondence, as appropriate.

IRS/state notices
Document organization
Amended filing support
Compliance planning

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Self-Employed & Entrepreneurs

Tax services designed around the realities of running your own business.

Business income & expenses
Record organization
Quarterly planning
Business tax preparation

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Personalized Tax Support

When your situation doesn't fit a simple category, start with a consultation.

Complex tax situations
Multi-income households
Business owners
Customized service plans

Business Services

More Than Tax Preparation.

Business owners often need help organizing the financial and tax side of their operation—not just filing a return. Our business-support services are designed to help you build a stronger foundation.

DISCUSS YOUR BUSINESS

01
Business formation guidance

02
Business structure review

03
Tax planning strategies

04
P&L & sales report organization

05
Business documentation support

06
Funding & grant-readiness guidance

Princess Enterprises Client Tax Intake

Client Tax Intake Form

This online intake follows the first page of our office intake form. For security, Social Security numbers and bank account/routing numbers are not collected on this public page.

PERSONAL INFORMATION

TAXPAYER FULL NAME

SPOUSE FULL NAME

TAXPAYER DATE OF BIRTH

SPOUSE DATE OF BIRTH

STREET ADDRESS, CITY, STATE & ZIP

TAXPAYER OCCUPATION

SPOUSE OCCUPATION

PHONE

FILING STATUS

FIRST YEAR WITH PRINCESS ENTERPRISES?

HAVE THERE BEEN ANY SIGNIFICANT CHANGES DURING THE YEAR?

TAX PAYMENTS / REFUND PREFERENCE

HOW WOULD YOU LIKE ANY REFUND RETURNED?

HOW WOULD YOU LIKE TO PAY ANY BALANCE DUE?

DID YOU MAKE ESTIMATED TAX PAYMENTS?

DEPENDENTS — UP TO 5

Dependent Name	Relationship	Lived With You More Than Half the Year?	Date of Birth	Disabled?	Full-Time Student?

IS IT POSSIBLE ANOTHER ADULT MAY CLAIM ANY OF THESE DEPENDENTS?

DAYCARE / DEPENDENT CARE

DID YOU PAY DAYCARE / DEPENDENT-CARE EXPENSES?

CHILD / DEPENDENT NAME

DAYCARE PROVIDER NAME

PROVIDER EIN / TAX ID

DAYCARE PROVIDER ADDRESS

AMOUNT PAID

HEALTH INSURANCE / HSA

DID ANYONE IN YOUR HOUSEHOLD HAVE MARKETPLACE HEALTH INSURANCE?

DID YOU HAVE A HEALTH SAVINGS ACCOUNT (HSA) DURING THE YEAR?

ENERGY / CLEAN VEHICLE

DID YOU MAKE ENERGY IMPROVEMENTS TO YOUR HOME?

TYPE OF IMPROVEMENT

DATE OF INSTALLATION

PURCHASE / INSTALLATION AMOUNT

DID YOU PURCHASE A QUALIFIED ELECTRIC VEHICLE?

VEHICLE MAKE / MODEL / YEAR

VEHICLE PURCHASE DATE

VEHICLE PURCHASE PRICE

EDUCATION

STUDENT LOAN INTEREST PAID — TAXPAYER

STUDENT LOAN INTEREST PAID — SPOUSE

TUITION / SCHOOL EXPENSES PAID

BOOKS / SUPPLIES PAID

STUDENT NAME(S) / SCHOOL NOTES

INCOME

NUMBER OF W-2 FORMS

NUMBER OF 1099-R RETIREMENT FORMS

DID YOU RECEIVE SOCIAL SECURITY INCOME?

DID YOU RECEIVE UNEMPLOYMENT INCOME?

DID YOU SELL STOCKS OR OTHER INVESTMENTS?

DID YOU RECEIVE INTEREST OR DIVIDENDS?

DID YOU HAVE SELF-EMPLOYMENT / BUSINESS INCOME?

DID YOU HAVE RENTAL INCOME?

DID YOU BUY OR SELL DIGITAL ASSETS / CRYPTO?

DID YOU RECEIVE $600+ THROUGH THIRD-PARTY PAYMENT APPS?

OTHER INCOME NOT LISTED ABOVE

ITEMIZED DEDUCTIONS

MONETARY CHARITABLE DONATIONS

NON-CASH / MATERIAL DONATIONS

PROPERTY TAX PAID ON PERSONAL HOME(S)

MORTGAGE INTEREST PAID ON PERSONAL HOME(S)

MEDICAL / DENTAL INSURANCE PREMIUMS PAID OUT OF POCKET

OTHER OUT-OF-POCKET MEDICAL / DENTAL EXPENSES

MEDICAL MILES DRIVEN — TAXPAYER

MEDICAL MILES DRIVEN — SPOUSE

SIGNATURE / DATE

TAXPAYER SIGNATURE — TYPE FULL LEGAL NAME

DATE

SPOUSE SIGNATURE — IF APPLICABLE

DATE

By signing below, I/we certify that the information provided is true and complete to the best of my/our knowledge. I/we authorize Princess Enterprises LLC to use this information in preparing my/our tax return(s). I/we also authorize Princess Enterprises LLC to electronically file (e-file) my/our Federal and State tax returns.

Security: Do not enter Social Security numbers, bank account/routing numbers, or upload tax documents here. Those items should be provided only through an approved secure method or in person.

Specialized Business Intake Forms

Choose the form that best matches your business or income activity.

These forms are based on the expense categories and layouts in the business intake samples you provided, redesigned for Princess Enterprises LLC.

Truck Driver Tax Intake Form

Princess Enterprises LLC

Tax Year

Taxpayer / Company Name

Phone

Business Name

Occupation

Business / Mailing Address

Income

Total Gross Income for the Year

1099 Income Included

Truck Driver Expense Items

Expense Category	Amount
Loan and Other Capital
Miles Driven for the Year
Driver Training
Casual Labor Pay
Truck Rental
Tolls
Lodging Expenses
Fuel or Diesel
Meals and Entertainment
Scale Station Fees
Equipment Repairs
Tires
Communications
Licenses and Fees
Tag and Ad Valorem
Truck Insurance
Health Insurance
Tax Preparation
Operator Occupational Tax
Federal Highway Tax
Performance Bond
Interest on Business Loan
Real Estate Property Tax
Deferred Payments
Logs
Wire Charges
FICA Taxes
Medicare Taxes
Bonuses
Truck Lease
Advertisement
State Fuel Tax
Administrative Fee
Broker Fees
Parts and Repairs Cost
Tractor Fuel
DOT Permit
Equipment Purchase
Tractor Oil
Mileage
Dental Insurance
Truck Wash Expenses
State Income Tax
Cargo Losses and Claims
Other Accident Claims
Interest on Truck Loan
Depreciation
Uniforms
Other Expenses

Security: Do not enter Social Security numbers, bank account numbers, or upload identity documents through this public form.

Uber / Lyft Driver Tax Intake Form

Princess Enterprises LLC

Tax Year

Driver Name

Phone

Platform(s)

Total Gross Platform Income

Vehicle Information

Vehicle Year / Make / Model

Date Placed in Service

Total Annual Mileage

Business Mileage

Commuting Mileage

Personal Mileage

Common Uber / Lyft Expenses

Expense Category	Amount
Mileage Driven
Platform Fees
Service Fees
Third Party / Airport Fees
Express Pay Fees
Food & Snacks for Passengers
Incorporation / Renewal
Car Insurance
Health Insurance
Parking & Tolls
Passenger Treats
AAA / Roadside Membership
Cleaning Supplies
Car Wash
Car Accessories
Subscriptions
Wireless Phone Plan
Phone & Accessories
Gas
Tires
Depreciation
Repairs
Oil Changes
Maintenance
Vehicle Registration & Licenses
Lease Payments
Interest on Car Payments
Annual Bank Charges
Tax Prep Fees
Car Maintenance Tools
First-Aid Kits
Mileage Tracking Apps
Dashboard Mounts / Chargers

Security: Do not enter Social Security numbers, bank account numbers, or sensitive identity information here.

Small Business Owner Tax Intake Form

Princess Enterprises LLC

General Business Information

Tax Year

Business Name

Owner Name

Type of Business / Industry

Phone

Business Address

Entity Type

Accounting Method

Start Date

Income & Cost of Goods Sold

Total Income (1099s plus other revenue)

Returns and Allowances

Product Purchased for Resale

Materials and Supplies

Contract Labor

Ending Inventory

Business Expenses

Expense Category	Amount
Advertising
Automobile Expense
Bank Service Charges
Cleaning & Janitorial
Commissions / Independent Contractors
Computer & Internet Expenses
Dues & Publications
Education & Seminars
Employee Benefit Programs
Fines & Penalties (Non-Deductible)
Insurance (Fire, Liability, Workers Comp)
Health Insurance
Life & Disability Insurance
Interest (Business Related)
Legal & Professional Fees
Licenses & Permits
Office Supplies & Expenses
Postage & Freight
Rent / Lease Business Property
Repairs & Maintenance
Supplies
Taxes (not Income Tax or Sales Tax)
Travel & Lodging
Meals & Entertainment
Telephone
Tools Replacement
Uniforms
Utilities
Wages & Salaries Paid Out
Payroll Taxes
Other Expenses

Business Use of Vehicle

Vehicle Description

Date Placed in Service

Original Cost / Basis

Business Miles

Commuting Miles

Other Personal Miles

Home Office Expenses

Business Area (sq. ft.)

Total Home Area (sq. ft.)

Mortgage Interest / Rent

Property Taxes

Home Insurance

Utilities

Security: Do not enter EIN/SSN or banking information on this public web form. Provide those only through the secure upload process.

Rental Property Owner Tax Intake Form

Princess Enterprises LLC

Tax Year

Owner Name

Property Information

Property	Property A	Property B	Property C
Location
Property Type
Date Placed in Service
Rents Received
Personal Use Days
Fair Rental Days

Rental Income & Expenses

Expense Category	Property A	Property B	Property C
Advertising
Auto and Travel
Cleaning and Maintenance
Commissions
Insurance
Legal and Professional Fees
Management Fees
Mortgage Interest Paid to Banks
Other Interest
Repairs
Supplies
Taxes
Utilities
Other

Assets Purchased / Improvements

Asset / Improvement	Date Purchased	Cost	Date Placed in Service

Property Sold or Taken Out of Service

Asset / Property	Date Sold / Removed	Selling Price	Trade-In?

Security: Do not enter Social Security numbers, bank information, or sensitive identity documents on this public form.

Tax Return Status Tracker

Know Where Your Return Stands

Use the private reference provided by Princess Enterprises together with the email address on your client record to view your current return stage.

● LIVE STATUS LOOKUP

Check My Return Status

For your privacy, both your return reference and matching email address are required.

CLIENT / RETURN REFERENCE

EMAIL ADDRESS

This lookup only displays workflow progress. It does not display Social Security numbers, banking information, tax figures, or uploaded documents.

Return Progress

Intake StartedClient information and service needs are being collected.

Documents ReceivedRequired tax documents have been received through the approved secure method.

In ReviewDocuments and organizer information are being reviewed for completeness.

Return PreparationYour tax return is being prepared and tax issues are being evaluated.

Client ReviewReturn results and any outstanding questions are ready for client review.

Ready to FileRequired approvals/signatures have been received and the return is ready for filing.

E-filedThe return has been electronically submitted; acceptance status will be monitored.

CompletedFiling workflow is complete and final records are available through the secure process.

Premium Service Options

Choose the Level of Support You Need

Package names and pricing can be customized to match your actual service scope and fees.

Royal Essential

For individuals who primarily need professional tax preparation.

Tax preparation
Document checklist
Filing support
Basic follow-up

Starting at a customized fee

POPULAR

Royal Business

For entrepreneurs and small-business owners who want tax preparation plus business support.

Business tax preparation
Tax planning discussion
Business organization support
Consultation time

Starting at a customized fee

Royalty Premier

For clients seeking year-round tax and business advisory support.

Year-round planning
Business strategy consultations
Financial organization support
Priority service options

Custom quote based on needs

Why Princess Enterprises

Professional. Personal. Prepared.

Our approach combines professional tax services with practical business support, giving clients a place to start when they need clarity around their taxes and business responsibilities.

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Attention to Detail

We focus on organized documentation and careful preparation.

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Client-Focused

Your goals and circumstances guide the conversation.

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Year-Round Mindset

Good tax planning starts before the filing deadline.

Questions

Frequently Asked Questions

Helpful answers before you schedule your consultation.

What should I bring to my tax consultation?

Bring the tax documents relevant to your situation, prior-year returns when useful, and a list of questions or changes that occurred during the year. Sensitive documents should be exchanged only through an approved secure method.

Do you work with self-employed clients and business owners?

Yes. The website includes services for self-employed individuals, entrepreneurs, LLCs, partnerships, S corporations, corporations, and business tax planning.

Can you help with an amended return or tax notice?

Yes. Prior-year and amended return support and help organizing tax-notice responses are included among the listed services. The exact scope should be confirmed during consultation.

Is the Tax Opportunity Check a tax return or refund estimator?

No. It is an educational intake tool that flags topics worth discussing. Actual tax results depend on complete facts, records, applicable law, and professional review.

Can I upload my tax documents through this page?

Yes. Use the Secure Upload page to send tax documents directly to Princess Enterprises. Do not send sensitive tax documents through the public consultation form. Open Secure Upload.

Appointments & Client Intake

Start Your Princess Enterprises Consultation

Request a convenient consultation time and tell us what type of assistance you need. Please keep sensitive tax data and documents out of this public form.

CLIENT PORTAL DASHBOARD READY

Client Portal

The Princess Enterprises Client Portal is live. Clients can securely upload documents, complete the tax organizer, check return status, and request appointments.

Secure client sign-in
Tax organizer / questionnaire
Encrypted document upload
Return-status tracking
Private client messages
Appointment and document reminders

OPEN CLIENT PORTAL UPLOAD DOCUMENTS

Sensitive tax documents should be submitted only through the Secure Upload page. Documents are stored in Princess Enterprises private document storage.

Ready to Take Control of Your Taxes?

Start with a consultation and let's identify the right service for your situation.

BOOK YOUR CONSULTATION

Let's Talk.

Tell us what you need and we'll help you determine the next step.

Phone404-317-9134

Email[email protected]

Office Address2140 McGee Rd, Suite C-125B, Snellville, GA 30078

Client PortalComing soon — secure document exchange should be added before collecting tax documents online.

Your Finances Deserve Royal Treatment.

Comprehensive Tax Solutions

Individual Tax Services

Business Tax Services

Tax Planning

Tax Notices & Compliance

Self-Employed & Entrepreneurs

Personalized Tax Support

More Than Tax Preparation.

Find Areas Worth a Closer Look

1. What best describes you?

2. Do you have business or side-gig income?

3. Do you own rental real estate?

4. Did you make major business purchases or buy a business-use vehicle/equipment?

5. Do you contribute to retirement, education, or other tax-advantaged accounts?

6. Have you received an IRS or state tax notice, or do you need to correct a prior return?

7. When do you normally think about tax planning?

Client Tax Intake Form

Specialized Business Intake Forms

Truck Driver Tax Intake Form

Uber / Lyft Driver Tax Intake Form

Small Business Owner Tax Intake Form

Rental Property Owner Tax Intake Form

Know Where Your Return Stands

Check My Return Status

Return Progress

Choose the Level of Support You Need

Royal Essential

Royal Business

Royalty Premier

Professional. Personal. Prepared.

Attention to Detail

Client-Focused

Year-Round Mindset

Frequently Asked Questions

Start Your Princess Enterprises Consultation

Request an Appointment

Client Portal

Ready to Take Control of Your Taxes?

Let's Talk.

Request a Consultation