MKG Tax Consultants

MKG Tax Consultants

Client Data Sheet
This form is to assist you in gathering your income tax information.

TAXPAYER NAMESPOUSE NAME(Please include a copy of your last year’s return)
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TAXPAYER OCCUPATION
TAXPAYER NAME, FIRST, LAST
TAXPAYER SSN
TAXPAYER BIRTH DATE

MonthDayYear
Date
Taxpayer Wages and Income

Wage Statement – W2s How many Tips/Other Income Interest Including savings bonds Dividends Commissions – 1099s Social Security/Railroad Retirement Pension, Retirement Income/Annuities/401K Unemployment Self-Employed Income Income From Rentals or Royalities Stock SalesLottery or Gambling Winning Farm Income Partnership/S Corporation (K-1) Buy or sell a personal personal residence Cancellation of Debt Installment Sale Estates/Trusts Moving Expense Alimony Received Sale of Real Estate Alimony Paid
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SPOUSE NAME, FIRST LAST
SPOUSE OCCUPATION
SPOUSE SSN
SPOUSE BIRTH DATE

MonthDayYear
Date
Spouse Wages and Income

Wage Statement – W2s How many Tips/Other Income Interest Including savings bonds Dividends Commissions – 1099s Social Security/Railroad Retirement Pension, Retirement Income/Annuities/401K Unemployment Self-Employed Income Income From Rentals or Royalities Stock SalesLottery or Gambling Winning Farm Income Partnership/S Corporation (K-1) Buy or sell a personal personal residence Cancellation of Debt Installment Sale Estates/Trusts Moving Expense Alimony Received Sale of Real Estate Alimony Paid
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Current Residence

Enter residence lived at for more than 6-12 months during the tax year
ADDRESS
APT
CITY
STATE
ZIP
EMAIL
example@example.com
CELL PHONE
PHONE (EVE)
SPOUSE PHONE (CELL)
SPOUSE PHONE (EVE)
#1 Dependents: (List youngest first) Name (first, initial and last name)
#2 Dependents: (List youngest first) Name (first, initial and last name)
#3 Dependents: (List youngest first) Name (first, initial and last name)
#4 Dependents: (List youngest first) Name (first, initial and last name)

#1 Dependent’s

	Month, Day & Year of Birth	SSN	Relationship to you	Months lived in your home this tax year?

#2 Dependent’s

	Month, Day & Year of Birth	SSN	Relationship to you	Months lived in your home this tax year?

#3 Dependent’s

	Month, Day & Year of Birth	SSN	Relationship to you	Months lived in your home this tax year?

#4 Dependent’s

	Month, Day & Year of Birth	SSN	Relationship to you	Months lived in your home this tax year?

CHECK ALL THAT APPLY

Dependents: (List youngest first) Name (first, initial and last name)You were a student, had education expenses, or made student loan payments
You and, if applicable, your dependents have medical insurance*

You and, if applicable, your dependents have medical insurance
You and, if applicable, your dependents have medical insurance

Someone else can claim you as a dependent.
You and, if applicable, your dependents have medical insurance

YOU HAVE ANY IRS or FTB TAX OBLIGATIONS in default - Including but not limited to child support, back taxes, student loansCHECK THE INCOME ITEMS THAT PERTAIN TO YOU (Attach Documentation)
Someone else can claim you as a dependent.

You and your spouse lived apart during the year. If yes, did you live together at any time after June 30? □ Yes □ No You paid estimated Federal (Form 1040ES) or State taxes last year. Federal $ State $ You itemized last year. If yes, amount of Refund from / Balance Due to State $ You are self employed (Please fill out the Self Employed Income Data Sheet) You sold a Business or Business Equipment/Vehicles You purchased a home in 2008 or 2009 and received the up to $8000 First-time Home Buyers credit.
You and your spouse lived apart during the year. If yes, did you live together at any time after June 30? □ Yes □ No You paid estimated Federal (Form 1040ES) or State taxes last year. Federal $ State $ You itemized last year. If yes, amount of Refund from / Balance Due to State $ You are self employed (Please fill out the Self Employed Income Data Sheet) You sold a Business or Business Equipment/Vehicles You purchased a home in 2008 or 2009 and received the up to $8000 First-time Home Buyers credit.
Traditional IRA Contribution $
Keogh Retirement/ SEP $
Alimony Paid $
Recipient's SSN
W2s (How Many)
1099s (How Many)
FIRST STIMULUS CK AMOUNT*
SECOND STIMULUS CK AMOUNT*
CHECK THE INCOME ITEMS THAT PERTAIN TO YOU (attach Documentation)

Wage Statement- W2s (How Many)Tips/Other IncomeInterest (Including saving bonds)DividendsCommissions 1099sSocial Security/Rail Road RetirementPension, Retirement Income/ Annuities/401KUnemploymentSelf-Employed IncomeIncome From Rentals or RoyaltoesStock SalesLottery or gambling WinningFarm IncomePartnership/S Corporation (K-1)Buy or Sell a personal residence 1099-S, FTB Form 593Cancellation of Debt 1099-CHSA 5498SA, 1099SAInstallment SaleEstate/TrustMoving ExpenseCrypto tradesUber/ Lyft DriverAlimony ReceivedSale of Real Estate
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Would you like your refund deposited into your bank account?*

YesNoCheckingSaving
Account Number
Routing Number
Lottery or Gambling Winning Farm Income Partnership/S Corporation (K-1) Buy or sell a personal personal residence Cancellation of Debt Installment Sale Estates/Trusts Moving Expense Alimony Received Sale of Real Estate Alimony Paid
CHILD CARE INFORMATION
Provider’s Name: Provider’s Address:
Note: This information is required for each provider. Use the back of this sheet if more space is needed Provider’s SSN/EIN Amount Paid to Provider
Recipient’s SSN
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Disclaimer: In accordance with applicable civil codes, I understand and agree to release and hold harmless MKG Tax Consultants, its tax preparers, and Enrolled Agents from any liability if the information I provided is inaccurate and results in fines or penalties. I certify that I would like my taxes prepared based on the information I have supplied above.*

Clear
Disclaimer: In accordance with applicable civil codes, I understand and agree to release and hold harmless MKG Tax Consultants, its tax preparers, and Enrolled Agents from any liability if the information I provided is inaccurate and results in fines or penalties. I certify that I would like my taxes prepared based on the information I have supplied above.

MonthDayYear
Date
Spouse’s Signature*

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Date

MonthDayYear
Date
Appointment
Please verify that you are human*

My Products

1040 Tax PreparationPrepare and File W-2 Forms (State and Federal Included) Our full-service package ensures accurate preparation and filing of two W-2 forms, covering both state and federal requirements. This service includes audit assistance and is backed by a written money-back guarantee for your peace of mind.

$0.50 Quantity

Schedule C Self-Employed Tax Filing ServiceOur self-employed tax filing service includes both State and Federal filings along with basic data entry for your income and expenses. To streamline the process, we provide a detailed worksheet to help you organize and gather expense details with ease. This service is backed by audit assistance and a written money-back guarantee for your peace of mind.Additional benefits include:EIN obtainment for your business.A free, FDIC-insured business bank account setup.30-day access to QuickBooks Ledger accounting software, with optional upgrades available for an additional fee.Simplify your State and Federal tax filings with our comprehensive and reliable support!

$300.00 Quantity

3 Day 2 Night Vacation Enjoy a Free 3-Day, 2-Night Nationwide Getaway! Experience an unforgettable vacation with a complimentary 3-day, 2-night getaway to some of the most popular destinations across the nation. Explore breathtaking locations such as Ft. Lauderdale, Orlando, Daytona Beach, Williamsburg, Massanutten Virgina, Branson, Cape Cod, Hilton Head, Lake Tahoe, Sedona, Las Vegas, the Big Island of Hawaii, and Puerto Vallarta. Plan your escape and create lasting memories at your dream destination!

$50.00 Quantity

Living Trust Get a Free Living Trust When You File Your Taxes – A $250 Value!A Living Trust is a revocable trust created during your lifetime to manage your assets and ensure a seamless transfer of wealth to your beneficiaries. This valuable estate planning tool allows you to retain full control of your assets while simplifying the estate settlement process after your passing. Key Benefits: A living trust offers flexibility to modify or revoke it anytime during your lifetime, helps you avoid the delays and costs of probate, keeps your estate details confidential through privacy protection, allows you to specify how and when your assets are distributed to beneficiaries, and provides incapacity protection by enabling you to appoint a successor trustee to manage your affairs if needed.Take advantage of this free living trust offer and secure your financial legacy when you file your taxes!

$250.00 Quantity

Total

$0.00

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MKG Tax Consultants

Current Residence

CHILD CARE INFORMATION