Client Intake Form
My name is Lania, I will be able to assist you with your tax professional needs. Please fill out this form, and I will reach out to gather more information needed to complete your free quote.
Taxpayer's Name
First Name
Middle Name
Last Name
Spouse's Name (If Applicable)
First Name
Middle Name
Last Name
Client's Current Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Client's Phone Number
Please enter a valid phone number.
Client's Email
example@example.com
Dependent's Name
First Name
Middle Name
Last Name
Dependent's Name
First Name
Middle Name
Last Name
Dependent's Name
First Name
Middle Name
Last Name
Please put in the blank what forms you will be filing and send the tax forms to lania.kgfinancialpartners@gmail.com .
Do you have any side hustles, hobbies, or cash only payment gigs? If so, we can file that on your behalf please put in the blank what services or products you offer.
Would you like to apply for a Cash Advance up to $7,000?
We have an option for a no interest rate or an interest rate cash advance.
We have an option for a no interest rate or an interest rate cash advance.
Signature
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