Do Not Use K&R Strategic Partners LLC New Client Application

Today's Date* This field is required.

Date

Will your annual combined sources of revenue (W2, interest, alimony, dividend, retirement, business) be less than $250,000?* This field is required.

YESNO

Please note. If your income does not exceed 250k, our fees may cause you discomfort. We are priced fairly for revenue that is at 250k or higher.

The lowest price to prepare a simple personal tax return (Form 1040) is $750. Fees increase from this amount depending on the forms, complexity, organization, and time it takes to prepare your return(s). You can expect to pay at least $2500 for one business + your personal return.

If you are not comfortable paying that amount for our fee, we can recommend a tax firm that is taking on smaller clients who would be happy to assist you. Please email klowry@krtaxes.com to get this referral started and stop filling out this application.

Who/What is your referral source? * This field is required.List person's name that told you about us OR where you found out about our company

Personal Information

We will use the data from the following questions to build your profile in our software systems.

Your Name* This field is required.

First Name

Last Name

Your Date of Birth* This field is required.

Your Phone Number* This field is required.

Area Code

Phone Number

Your Email* This field is required.

example@example.com

Your Address* This field is required.

Street Address

Street Address Line 2

City

State / Province

Postal / Zip Code

Country

Your Occupation* This field is required.

Are you married?* This field is required.

YESNO

Spouses Name* This field is required.

First Name

Last Name

Spouse's Date of Birth* This field is required.

Spouse's Phone Number* This field is required.

Area Code

Phone Number

Spouse's Email* This field is required.

example@example.com

Spouse's Occupation* This field is required.

Needs Assessment

The following questions will help us determine your needs and outline the services you are seeking. This list encompasses the majority of the different services we provide. Please check all that apply.

What services are you seeking?* This field is required.Please check all that apply:

Annual income tax preparation

LLC formation OR changes to an existing LLC

Trust and Estate formation and planning

Retirement Plans (401k, IRA, SEP, free benchmark study of existing plan)

Life Insurance (starting a new plan, analyzing a current plan, needs assessment)

Real Estate (LLC formation, Quit Claim Deed, Tracking real estate expenses, etc.)

Strategic Tax Planning (a customized plan specific to your situation that will save $ on income taxes)

Business Services (budgeting, monthly financial statements, entity structure advice, goal setting, benchmarking, KPIs, monthly accounting, cash flow analysis)

Help with Payroll Tax filing and Officer Compensation Analysis

Advice on purchasing or selling a personal home

Advice on purchasing or selling a rental property

Something else that is not on this list

Other

IRS STATUS

We need to know a few things about the status of your income tax filings.

Are you currently in an IRS/state audit?* This field is required.We are currently not accepting clients who need assistance with tax resolutions. If you are seeking help resolving a past issue, please email klowry@krtaxes.com for a referral to another company who can help you and discontinue filling out this form.

Yes

Do you have any current IRS letters, liens, or levies that need resolution?* This field is required.We are not currently offering assistance resolving these letters. Pleas re-apply once all issues are resolved.

Yes

Stop!

We are not accepting clients who need assistance resolving a prior or unresolved issue. If your issue is unresolved, discontinue filling out this form and then reapply once all issues are resolved.

Have you ever received a letter from the IRS regarding a tax filing? * This field is required.

YESNO

Is this issue resolved?* This field is required.If no, please describe the circumstances surrounding this and the year in which this pertains. If yes, write "issue resolved"

Do you have an outstanding debt with the IRS and/or State? * This field is required.This includes being on a payment plan with the IRS or State

YESNO

Please describe the circumstances surrounding this, the amount due, and the year for which this pertains.* This field is required.

Have you ever filed a tax return (business or personal) AFTER the extension deadline?* This field is required.

YESNO

Please describe the circumstances surrounding this and the year in which this pertains* This field is required.

Income Tax Questions

We have a few questions about your specific income tax filings.

Year(s) of tax prep needed* This field is required.For what year do you want us to prepare your tax return (I.E., 2023) ?

What are your expectations from a tax preparation standpoint?* This field is required.

Will your tax filing list any dependents (typically children but sometimes parents)?* This field is required.

YESNO

List the name and birthdate of all of your dependents who will appear on your tax return* This field is required.

Are you a business owner or planning to become a business owner in the near future?* This field is required.You are a business owner if you receive any income that is not from a w2. This includes income from 1099 and "under the table" sources.

YESNO

Let's get some details about your business(s)* This field is required.Business #1. There is space to enter up to three businesses. If you do not need all three sections, just skip ahead. If your business is not yet formed, simply type "NA" for the business name and EIN

Let's get some details about your business(s)Business #2 Leave the next pages blank if you have less than 3 businesses.

Let's get some details about your business(s)Business #3. If you have more than three businesses, mention this in the final comments before submitting.

Payroll Tax Questions

Because you are a business owner, we have a few questions about how you pay yourself, your employees, and your contractors.

What is your expected annual gross business revenue?* This field is required.Only include estimate of business income - do not calculate w2 income or any other sources of income

Do you have employees other than yourself or your spouse?* This field is required.

YESNO

Please list the professional company (if any) that is managing your payroll reports and payments?* This field is required.i.e., Paychex, Quickbooks, Bookkeeper, ADP, yourself or none

Do you pay any 1099 contractors?* This field is required.

YESNO

Please list the professional company (if any) that is managing your 1099 filings with the IRS?* This field is required.i.e., Paychex, Quickbooks, Bookkeeper, ADP, yourself or none

Expense Organization Questions

Because you are a business owner, we have a few questions about how you organize your numbers and track expenses.

What product or system do you use to track and organize expenses?* This field is required.i.e., QuickBooks Desktop, QuickBooks Online, Excel, Pencil and Paper, Quicken, Mint, Wave Annual Organizer etc.

Do you use a separate bank account for your business expenses?* This field is required.

YESNO

Wealth Management Questions

Please answer a few questions about life insurance, retirement planning, and trust and estate planning.

Do you have an estate and trust plan established that is current?* This field is required.

YESNO

Do you currently have a retirement savings plan?* This field is required.This could include but is not limited to a 401k, Simple, SEP, IRA etc.

YESNO

What type (if any) of retirement services are you seeking?* This field is required.

Brand new plan

Free benchmark study to analyze my current plan's performance

Long term investments like oil and gas or real estate

Other

None

Do you have life insurance on yourself?* This field is required.

YESNO

Do you have life insurance on your spouse?* This field is required.

YESNO

What type of life insurance services (if any) are you seeking?* This field is required.Adequate coverage is typically between 8-15 times annual income. Items to consider for covering in the event of an unexpected death are debt, education, and income replacement.

New policy

Current policy amounts

How much insurance do I really need?

Other

None

Real Estate Questions

We have a few questions regarding real estate investing and management.

Do you currently own real estate or have plans to purchase real estate in the next year?* This field is required.

YESNO

Have you formed an LLC formed to protect your personal assets from the business of the rental property?* This field is required.

YESNO

Have you filed a Quit Claim Deed to move the ownership of the rental into your LLC?* This field is required.

YESNO

The final question!!!!

Is there anything else you would like us to know when considering your application?* This field is required.

Please submit the most recently filed business and personal tax return(s) in PDF format. Failure to provide the copies will result in at least one one-week delay in the processing of your application. * This field is required.You must submit a copy of your personal 1040 and all applicable business tax returns for your application to be considered.

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

Do Not Use K&R Strategic Partners LLC New Client Application