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954 228-7260
kbgtaxservice@gmail.com

License Number NMLS 1634099
kbgtaxservice
kbgtaxservice

Home
About
Bio
Services
Reviews
Credit Restoration
Start A Business
Tax Online Preparation
Apply For Mortgage
FAQs
Contact

Menu

Home
About
Bio
Services
Reviews
Credit Restoration
Start A Business
Tax Online Preparation
Apply For Mortgage
FAQs
Contact

954 228-7260
kbgtaxservice@gmail.com

License Number NMLS 1634099
kbgtaxservice
kbgtaxservice

Home
About
Bio
Services
Reviews
Credit Restoration
Start A Business
Tax Online Preparation
Apply For Mortgage
FAQs
Contact

Menu

Home
About
Bio
Services
Reviews
Credit Restoration
Start A Business
Tax Online Preparation
Apply For Mortgage
FAQs
Contact

Tax Online Preparation

Step 1 of 3 - Basic Details

33%

Date*
MM slash DD slash YYYY
Tax Year*
First time client?*
- Yes
- No
Who's your tax preparer?*
Tax preparer's name*
Circle filling status*
Form of Income*
- W2
- 1099
- Self-employed
Name*
First Last
Date of Birth*
MM slash DD slash YYYY
Social Security Number*
Phone Number*
Email*
Spouse's Name*
First Last
Spouse's Date of Birth*
MM slash DD slash YYYY
Spouse's Social Security Number*
Spouse's Phone Number*
Spouse's Email*
Rent, Own or Others?*
Type of Rent*
- House
- Apartment
Address*
Street Address Address Line 2 City State ZIP Code
Do you own more than one property?*
- Yes
- No
How many do you own?*
Please enter a number greater than or equal to 2.
Include the property where you currently reside
Properties full address*
Enter the full address of each property you own. One address per line.
Do you collect rental income?*
- Yes
- No
How much per month?*
Did you sell any property this year?*
- Yes
- No
How much did it sell for?*
How much did it cost?*
Date of Sale*
MM slash DD slash YYYY

Do you have health care coverage?*
- Yes
- No
Through which of the following?*
- Work
- Private Insurance
- Marketplace
Can someone else claim you or your spouse as a dependent on their tax return?*
- Yes
- No
Did you get help financially from family members?*
- Yes
- No
Do you pay the utility bill and rent?*
- Yes
- No
Do you have receipt?*
- Yes
- No
How many dependents are you claiming on this return?*
Dependent 1
Name*
First Last
Age*
Date of Birth*
MM slash DD slash YYYY
Relationship*
Social Security Number*
Do you pay for child care?*
- Yes
- No
Child care provider or school*
Address*
EIN or SSN*
Amount Paid*
Dependent 2
Name*
First Last
Age*
Date of Birth*
MM slash DD slash YYYY
Relationship*
Social Security Number*
Do you pay for child care?*
- Yes
- No
Child care provider or school*
Address*
EIN or SSN*
Amount Paid*
Dependent 3
Name*
First Last
Age*
Date of Birth*
MM slash DD slash YYYY
Relationship*
Social Security Number*
Do you pay for child care?*
- Yes
- No
Child care provider or school*
Address*
EIN or SSN*
Amount Paid*
Dependent 4
Name*
First Last
Age*
Date of Birth*
MM slash DD slash YYYY
Relationship*
Social Security Number*
Do you pay for child care?*
- Yes
- No
Child care provider or school*
Address*
EIN or SSN*
Amount Paid*
Dependent 5
Name*
First Last
Age*
Date of Birth*
MM slash DD slash YYYY
Relationship*
Social Security Number*
Do you pay for child care?*
- Yes
- No
Child care provider or school*
Address*
EIN or SSN*
Amount Paid*
Hidden
Continuation...
Own a Business and/or Self-employed?*
- Yes
- No
Type of Business*
Name of your business*
Do you have a Tax ID for the business?*
- Yes
- No
Do you have the Tax ID?*
- Yes
- Not available right now
Business Tax ID*
Do you have business bank account?*
- Yes
- No
Do you have business partner?*
- Yes
- No
Business partner's name*
First Last
Business partner's phone number*
Business partner's email*
Percentage of Ownership*

Your business partner's percentage of ownership
Do you file Business Tax Returns?*
- Yes
- No
Type of Business Tax Returns*
Do you have Record of Income?*
- Yes
- No
Who does your bookkeeping?*
- I do
- I have a bookkeeper
How do you pay yourself?*
- Direct Deposit
- Cash
- Electronic transfer
- 1099

Do you need assistance with credit repair?*
- Yes
- No
What's your credit score?*
What would you like to bump it up to?*
Would you be purchasing a Home in the next 6 to 18 months?*
- Yes
- No
Expected time frame of purchase*
Do you need assistance with financial planning?*
- Yes
- No
How did you hear about us?*
Yard sign location*
Which social network site?*
- Instagram
- Facebook
- Twitter
Instagram handle*
Facebook page/profile*
Twitter handle*
Friend/Family member's name*
Friend's/Family member's contact number*
Do you have a friend or family that could need of tax assistance?*
- Yes
- No
Friend/Family member's name*
Friend's/Family member's contact number*
Did you scheduled an appointment?*
- Yes
- No
Where did you scheduled your appointment?*
- Book Now (Calendly)
- In Office or Virtual Appointment
In office or virtual appointment*
- In office
- Virtual appointment
In which way?*
- Desktop
- Mobile phone
Which service?*
- Zoom
- Google Hangouts
Which app?*
- Google Hangouts
- Facebook Messenger
- Instagram video
- FaceTime
Instagram handle*
Checklist to file documents that you brought today*
- ID (Driver’s license, Passport, Social Security Card)
- Dependent SSN & ID + Child care expenses
- Last year's tax return
- Last pay stub
- W2
- 1099s
- 1098-MA Mortgage Tax Statement
- 1099 IRA and Retirement
- IRS Letters
- Business Log Book
- Balance sheets
- Profit and Loss Statement
Tax document upload
Drop files here or

Accepted file types: doc, docx, xls, xlsx, pdf, zip, jpg, jpeg, png, Max. file size: 5 MB, Max. files: 10.
Maximum of 10 files per submission, 5MB on each file.
If you have multiple files to upload, compress them in zip file with maximum file size of 5MB
Allowed files: doc, docx, xls, xlsx, pdf,jpg, jpeg, png and zip
Please confirm*
- I/We attest that all information supplied and contained in this tax return is true, correct, to the best of my/our knowledge.
Signature*
- Electronic signature
- Typed signature
Electronic signature*
Typed signature*

Input your full name for validation

Contact Us Now

Tax Online Preparation

Step 1 of 3 - Basic Details

Dependent 1

Dependent 2

Dependent 3

Dependent 4

Dependent 5

Continuation...