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954 228-7260
kbgtaxservice@gmail.com
License Number NMLS 1634099
kbgtaxservice
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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
*
2023
2022
2021
2020
2019
2018
2017
2016
2015
First time client?
*
Yes
No
Who's your tax preparer?
*
Karrif G.
Lawrence L.
Marcus F.
Other
Tax preparer's name
*
Circle filling status
*
Single
Married Filling Jointly
Married Filling Separately
Widowed
Head of Household
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?
*
Rent
Own
Live with Parents/Relatives
Type of Rent
*
House
Apartment
Address
*
Street Address
Address Line 2
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
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?
*
None
1
2
3
4
5
Dependent 1
Name
*
First
Last
Age
*
Date of Birth
*
MM slash DD slash YYYY
Relationship
*
Son
Daughter
Nephew
Niece
Parent
Grandparent
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
*
Son
Daughter
Nephew
Niece
Parent
Grandparent
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
*
Son
Daughter
Nephew
Niece
Parent
Grandparent
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
*
Son
Daughter
Nephew
Niece
Parent
Grandparent
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
*
Son
Daughter
Nephew
Niece
Parent
Grandparent
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
*
1120
1120s
1065
Schedule C
I don't know
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
*
3 Months
6 Months
12 Months
2 Years
Do you need assistance with financial planning?
*
Yes
No
How did you hear about us?
*
Yard sign
Social media
Friend/family member
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
Select files
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
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