KINGS FINANCIAL SOLUTIONS Client Intake Form

  • KINGS FINANCIAL SOLUTIONS Client Intake Form

    Tax Year 2025
  • Filing Status
  • Employment Status
    • Taxpayer Information 
    • Date of Birth
       - -
    • Format: (000) 000-0000.
    • Are you a full-time student?
    • Are you totally and permanently disabled?
    • Are you legally blind?
    • Spouse Information 
    • Date of Birth
       - -
    • Format: (000) 000-0000.
    • Are you a full-time student?
    • Are you disabled?
    • Are you legally blind?
    • Dependents 
    • Rows
    • Does the dependents attend any higher education institution *college, university or military academy,etc*
    • Tax Related Questions 
    • Are you contributing to 401k or other pre-tax account?
    • Will you be filing a state tax return?
    • Do you have any expenses for child care?
    • Are you currently renting?
    • Do you have your own home?
    • Do you have documents that shows you paid for property taxes?
    • Do you have mortgage interest?
    • Do you have real estate tax?
    • Did you receive a federal tax return last year?
    • Do you have an Identity Protection PIN?
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    • By signing below, you acknowledge that all of the information you entered on this tax return is to the best of your knowledge 100% accurate. You also agree to the tax preparation fees charged by Kings Financial Solutions.

    • Acknowledgment of Accurate Information, Due Diligence, & Preparation Fees  
    • Refund Options

    • ACCOUNT NUMBER ROUTING NUMBER        

    • ACCOUNT TYPE

    • Engagement Letter for Tax Preparation Services

      I hope this letter finds you well. I am excited about the opportunity to work with you for the upcoming tax season. Before we embark on this journey together, I want to outline the terms of our engagement to ensure we have a mutual understanding of our working relationship. Services Rendered: As part of our tax preparation services, we will diligently prepare your tax return based on the information you the taxpayer provide. Our aim is to deliver the highest standard of accuracy and to support you in maximizing your eligible tax benefits. Fees and Payment: Our fees for tax preparation services are not contingent on the outcomes of our submissions, such as the size of a tax refund or the approval of a refund by tax authorities. Payment for our services is due upon the completion of the tax return, regardless of the outcome. This ensures that our efforts and professional expertise are justly compensated, and you benefit from our full support throughout the process. Cancellation Policy: Should you decide to discontinue our services after the work has commenced, please note that you will be billed for the work completed up to that point at our standard rates. We believe in transparent communication and the value of the services we provide. Our commitment is to stand by you, equipping you with the expertise and support you need as you navigate through your tax filings. Please sign and return this letter to indicate your agreement with the terms outlined. We are here to make the process as seamless and effective as possible, and we look forward to a successful partnership, with warm regards Kings Financial Solutions.
    • Date Signed
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    • Date Signed
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    • Should be Empty: