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  • Intake Form

    PLEASE COMPLETE THE ENTIRE FORM BELOW, AFTER COMPLETION CLICK THE "SUBMIT" BUTTON AT THE BOTTOM OF THE PAGE TO ENSURE SUBMISSION. ONCE COMPLETED AND SUBMITTED A COMFIRMATION EMAIL WILL BE SENT.
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  • FILING STATUS*
  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
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  • CAN THE TAXPAYER BE CLAIMED AS A DEPENDENT?*
  • IS THE TAXPAYER OR SPOUSE BLIND?*
  • IS THE TAXPAYER OR SPOUSE DISABLED?*
  • DID YOU RECIEVE A W-2?*
  • ARE YOU A GIG WORKER OR SELF EMPLOYED? (THIS INCLUDES 1099 CONTRACTORS AS WELL)*
  • DO YOU HAVE DEPENDENTS TO CLAIM ON THIS TAX RETURN?*
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  • Did you, your spouse, or a dependent have insurance under the Affordable Care Act?(1095-A)*
  • Was the taxpayer (or spouse) a nonresident alien for any part of the year?*
  • Is the taxpayer (or spouse) a qualifying child of another person?*
  • Were any credits disallowed or reduced in a previous year?*
  • DID YOU RECIEVE INCOME FROM RAISING ANIMALS OR CROPS?*
  • DID YOU RECEIVE INCOME FROM REAL ESTATE OR A RENTAL PROPERTY?*
  • DID YOU WITHDRAW FROM A MUTAL FUND,IRA OR 401K?*
  • DID YOU RECEIVE ANY CORRESPONCE FROM THE IRS OR STATE DEPARTMENT OF TAXATION?*
  • DID YOU PAY EXPENSES FOR YOURSELF, YOUR SPOUSE OR A DEPENDENT TO ATTEND SCHOOL BEYOND HIGH SCHOOL?*
  • DID YOU PAY FOR CHILDCARE FOR A DEPENDENT 13 YEARS OF AGE OR YOUNGER IN 2025?*
  • DID YOU OR YOU SPOUSE RECEIVE UNEMPLOYMENT BENEFITS IN 2025?*
  • DID YOU OR YOUR SPOUSE OWN A RENTAL PROPERTY IN 2025?*
  • DID YOU OR YOUR SPOUSE RECEIVE WINNINGS FROM GAMBLING IN 2025?*
  • DO YOU PLAN TO PURCHASE A HOME WITHIN THE NEXT TWO YEARS?*
  • ARE YOU INTERESTED IN CREDIT COUNSELING? (WITH AKIMA TAYLOR)*
  • ARE YOU INTERESTED IN HELP WITH BUSINESS STRUCTURE?*
  • HOW WOULD YOU LIKE TO RECEIVE YOUR TAX REFUND?*
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  • WOULD YOU LIKE A TAX ADVANCE LOAN? KEEP IN MIND THAT ALL LOAN ARE SUBJECT TO INTEREST RATES AT REPAYMENT THERE IS A FEE ASSOCIATED WITH THE ADVANCE.*
  • WOULD YOU LIKE TO RECEIVE A TEXT MESSAGE WHEN YOUR REFUND IS FUNDED?*

  • Engagement Letter

    Engagement Letter, I hereby, state that all the information above is true to the best of my knowledge and that I am allowing KEY NOBLE FINANCIALS to prepare my taxes based on that fact. I understand that I am financially responsible for any outstanding balance due to any false information given. If there is a balance due, you must pay the tax preparation fee upfront. If for any reason you owe an entity and they take the entire refund, you are STILL responsible to pay the tax preparation fee for services rendered. If the tax preparation fees are not paid, I understand KEY NOBLE FINANCIALS will take legal action to collect the unpaid tax preparation fees. *For any reason an amendment has to be filed with no fault of the tax preparer, an upfront fee of $350.00 is required! KEY NOBLE FINANCIALS will email you a copy of your return once it is in "accepted" status with the IRS and your state. Any copy after the first copy is a fee of $10.00. ALL FEES (bank and service fees) are found in the return and are non-refundable nor negotiable! Please utilize www.irs.gov for all federal refund tracking. Please utilize your state Department of Revenue site for any State Refund tracking. Do NOT add the amounts together. Federal taxes are federal, and state taxes are state when tracking your status (Federal Link Below). Please allow 8 weeks to surpass from the date of submission before calling the IRS, if you have any tracking questions. IRS Contact 800-829-1040. For any direct assistance please email info@keynoblefinancials.com. Please click this link to check your federal refund status. You will need your filing status, social security number, and the total amount of the refund before fees https://www.irs.gov/refunds

  • Consent to Use of Tax Return Information

    Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return. However, federal law also prohibits us from revealing any personal or financial information to any third party. Therefore as a matter of fact, we will never reveal your financial or personal information in any way, to anyone, unless you specifically request we do so, and provide in writing to us the specific person or persons to whom you wish that disclose to be made, which is done on a wholly separate consent form from this. For the purposes of this consent form please note we are seeking consent only to satisfy requirements set forth by federal law so we may speak with you on the phone, send you email correspondences of any kind, send you mailings, newsletters, email reminders, holiday and occasional cards and greetings, and reminders of upcoming deadlines, etc. You are not required to complete this form. If we obtain your signature on this form by conditioning our service on your consent, your consent will not be valid. Your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for a period of three years from the date you have signed the consent. The undersigned hereby consents to the use; by KEY NOBLE FINANCIALS its owner, employees, and staff; of any and all tax return information pertaining to: Direct questions, inquiries or requests you make regarding your tax returns, situation, or issues. Requests you make for copies of your documents, figures, numbers, or information. Upon your direct request in order to connect you with another professional in another field or profession so you may gain further information on a certain topic not available or in the realm of expertise of this firm. Notification of important tax law changes. Notification of changes or information that will impact our engagement, such as a change of firm website address, email address, physical location, or other such contact, biographical or geographical information. Other reasonable business purposes including but not limited to: appointment reminders, holiday mailings, birthday greetings and other informational mailings. The tax information may not be disclosed or used by KEY NOBLE FINANCIALS its owner, employees, or staff, for any purpose other than that which is permitted by this consent document.

  • Payment Consent

    We here at KEY NOBLE FINANCIALS value the relationship we have with all of our clients. We are in the business to provide you with the absolute best service you can have. With saying that, we would like to remind you that we are providing you a service NOT a refund. You as a taxpayer have the choice to pay your tax preparation fees by one of the following: cash, money order, or directly from your refund*. If you choose to have the tax preparation fees taken from your refund and for whatever reason your taxes are intercepted, YOU ARE STILL RESPONSIBLE FOR THE TAX PREPARATION FEES! Please contact us immediately at our office for payment or payment arrangements. By signing your return you are agreeing to pay the preparation fees regardless if your refund was received or not. After 90 days from the date the refund was scheduled to arrive if no payment or payment arrangement is made, we will be forced to put your account into collections. We hope we never have to go this route, so please keep open communication with us so we can work with you!
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  • IF THERE ARE ANY PARTS OF THE FORM THAT DOESN'T APPLY TO YOU PLEASE COMPLETE THAT FORM WITH N/A OR SIMPLY SELECT NO TO THE CHOICES.

    BY SIGNING AND SUBMITTING THIS INTAKE FORM YOU AGREE TO FILE YOUR TAX RETURN WITH KEY NOBLE FINANCIALS.

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