2024 KTS Tax Application

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Filing with KTS Financial is going to be quick, easy, and stress-free! Just follow the steps below, and we’ll have you filed and on your way same day.

Here’s the plan:

1. Tell us about you – Fill out the form with your info.

2. Upload your docs – Snap pics or upload your W-2s, 1099s, or any other tax goodies.

3. Submit and relax – We’ll take it from there and reach out if we need anything else!

If you run into a question, please message us here. Let’s get started!
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Gather your Docs! We will need them to maximize your return.Missing something? Don't worry, our team will reach out to collect what we need.
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Filing Status* This field is required.1. Single- Choose this if you are not married, or if you are divorced or legally separated. 2. Married Filing Jointly- If you are legally married, you and your spouse can file together. This often provides the best tax benefits, as it combines both incomes and deductions. 3. Married Filing Separately - If you are legally married but prefer to file separately, you can. This may be helpful if you and your spouse want to keep finances separate, but it usually results in a higher tax bill. 4. Head of Household- If you are unmarried and provide primary financial support for a dependent (such as a child or relative), you qualify for this status. It offers a larger standard deduction than Single. 5. Qualifying Widow(er) with Dependent Child - If your spouse passed away in the past two years and you have a dependent child, you can file as a "Qualifying Widow(er)" to receive the same tax benefits as Married Filing Jointly.
Single
Head of Household
Married Filing Separately
Married Filing Jointly
Qualifying Widower
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Name* This field is required.Put your info here -- not your spouse or dependent.
First Name
Last Name
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Date of Birth* This field is required.Put your info here -- not your spouse or dependent.
Date
Month
Day
Year
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Phone Number* This field is required.Put your info here -- not your spouse or dependent.
Please enter a valid phone number.
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Email* This field is required.Put your info here -- not your spouse or dependent.
example@example.com
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Address* This field is required.What was your primary address in 2024?
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
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What is your government issued ID number?* This field is required.(Driver's license, State ID, Passport, Military ID accepted)
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What is your social security number?* This field is required.KTS Financial requires this information to accurately prepare and file your tax return in compliance with IRS regulations. Your information is kept secure and confidential. Please do not input an alternative credit profile number. To ensure accuracy and compliance KTS Financial will verify this information. Thank you for understanding.
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Upload your ID and SSC* This field is required.If you do not have a copy of your social security card you may email it to us after submission. NOTE: We cannot file without it.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
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What type of ID did you upload?* This field is required.
Driver's License
State ID
Passport
Military ID
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What was your employment status in 2024?* This field is required.Select All That Apply
Employed (Made money from a job)
Self-Employed (Made money from services or a business you own)
Unemployed (No job and received unemployment benefits)
1099 Contractor (e.g. Uber driver)
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Occupation* This field is required.If employed by a job please provide your job title. If self-employed please describe what you do (i.e. Uber driver, content creator, etc)
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Upload Your W2s, 1099s, or 1098-TYou can upload multiple files.
Drag and drop files here
Select files to upload
Cancelof
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Have you received all of your W2s or 1099s?
Yes
No
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PLEASE INCLUDE THEIR NAME, DOB, SSN, ID NUMBER, PHONE NUMBER, EMAIL, ADDRESS, AND OCCUPATION.KTS Financial requires this information to accurately prepare and file your tax return in compliance with IRS regulations. Your information is kept secure and confidential. Please do not input an alternative credit profile number. To ensure accuracy and compliance KTS Financial will verify this information. Thank you for understanding.
Huge
Large
Normal
Small
Ok
Ok
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Upload their ID and SSC
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
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What type of ID did you upload for your spouse?
Driver's License
State ID
Passport
Military ID
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What was their employment status in 2024?Select All That Apply
Employed (Made money from a job)
Self-Employed (Made money from services or a business you own)
Unemployed (No job and/or received unemployment benefits)
1099 Contractor (e.g. Uber driver)
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Have they received all of their W2s or 1099s?
Yes
No
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Upload their W2s, 1099s, or 1098-T.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
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Enter your dependents information here.KTS Financial requires this information to accurately prepare and file your tax return in compliance with IRS regulations. Your information is kept secure and confidential. Please do not input an alternative credit profile number. To ensure accuracy and compliance KTS Financial will verify this information. Thank you for understanding.
Name
Date of Birth
Relationship
SSN
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Name
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Date of Birth
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Relationship
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SSN
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Name
Row 1, Column 0
Date of Birth
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Relationship
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SSN
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Name
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Date of Birth
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SSN
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Name
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Date of Birth
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Relationship
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SSN
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Name
Row 4, Column 0
Date of Birth
Row 4, Column 1
Relationship
Row 4, Column 2
SSN
Row 4, Column 3
Name
Row 5, Column 0
Date of Birth
Row 5, Column 1
Relationship
Row 5, Column 2
SSN
Row 5, Column 3
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Did you, your spouse, or dependents have health insurance in 2024? If yes, who covers for it?* This field is required.
Yes/No
Employer
Spouse Ins
ACA/ Marketplace
Direct with Insurer
Medicare
Medicaid
Taxpayer
Yes
No
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Row 0, Column 3
Row 0, Column 4
Row 0, Column 5
Row 0, Column 6
Spouse
Yes
No
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Row 1, Column 3
Row 1, Column 4
Row 1, Column 5
Row 1, Column 6
Dependent 1
Yes
No
Row 2, Column 0
Row 2, Column 1
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Row 2, Column 3
Row 2, Column 4
Row 2, Column 5
Row 2, Column 6
Dependent 2
Yes
No
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
Row 3, Column 3
Row 3, Column 4
Row 3, Column 5
Row 3, Column 6
Dependent 3
Yes
No
Row 4, Column 0
Row 4, Column 1
Row 4, Column 2
Row 4, Column 3
Row 4, Column 4
Row 4, Column 5
Row 4, Column 6
Dependent 4
Yes
No
Row 5, Column 0
Row 5, Column 1
Row 5, Column 2
Row 5, Column 3
Row 5, Column 4
Row 5, Column 5
Row 5, Column 6
Dependent 5
Yes
No
Row 6, Column 0
Row 6, Column 1
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Row 6, Column 3
Row 6, Column 4
Row 6, Column 5
Row 6, Column 6
Taxpayer
Spouse
Dependent 1
Dependent 2
Dependent 3
Dependent 4
Dependent 5
Yes/No
Yes
No
Row 0, Column 0
Employer
Row 0, Column 1
Spouse Ins
Row 0, Column 2
ACA/ Marketplace
Row 0, Column 3
Direct with Insurer
Row 0, Column 4
Medicare
Row 0, Column 5
Medicaid
Row 0, Column 6
Yes/No
Yes
No
Row 1, Column 0
Employer
Row 1, Column 1
Spouse Ins
Row 1, Column 2
ACA/ Marketplace
Row 1, Column 3
Direct with Insurer
Row 1, Column 4
Medicare
Row 1, Column 5
Medicaid
Row 1, Column 6
Yes/No
Yes
No
Row 2, Column 0
Employer
Row 2, Column 1
Spouse Ins
Row 2, Column 2
ACA/ Marketplace
Row 2, Column 3
Direct with Insurer
Row 2, Column 4
Medicare
Row 2, Column 5
Medicaid
Row 2, Column 6
Yes/No
Yes
No
Row 3, Column 0
Employer
Row 3, Column 1
Spouse Ins
Row 3, Column 2
ACA/ Marketplace
Row 3, Column 3
Direct with Insurer
Row 3, Column 4
Medicare
Row 3, Column 5
Medicaid
Row 3, Column 6
Yes/No
Yes
No
Row 4, Column 0
Employer
Row 4, Column 1
Spouse Ins
Row 4, Column 2
ACA/ Marketplace
Row 4, Column 3
Direct with Insurer
Row 4, Column 4
Medicare
Row 4, Column 5
Medicaid
Row 4, Column 6
Yes/No
Yes
No
Row 5, Column 0
Employer
Row 5, Column 1
Spouse Ins
Row 5, Column 2
ACA/ Marketplace
Row 5, Column 3
Direct with Insurer
Row 5, Column 4
Medicare
Row 5, Column 5
Medicaid
Row 5, Column 6
Yes/No
Yes
No
Row 6, Column 0
Employer
Row 6, Column 1
Spouse Ins
Row 6, Column 2
ACA/ Marketplace
Row 6, Column 3
Direct with Insurer
Row 6, Column 4
Medicare
Row 6, Column 5
Medicaid
Row 6, Column 6
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Do any of these situations apply to you?* This field is required.Select ALL that apply for you, your spouse, and dependents. Please answer for 2024 only.
You or your spouse filed taxes in 2023
You filed exempt (no taxes came out your checks)
You own your home
You purchased a home in 2024
You paid property taxes
You have documents that shows you paid for property taxes
You or your spouse contributed to 401k or other pre-tax account
You or your spouse took money from your 401k
You or your dependents have school related expenses
You paid child care expenses
You donated to charity or a church
You or your spouse are totally and permanently disabled
You or your spouse are blind
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Do you owe back taxes?* This field is required.
Yes
No
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Do you require an IP PIN (identification Pin)* This field is required.An IP PIN is a 6-digit number provided by the IRS to help prevent identity theft. If one has been issued to you in the past you must include it when we file.
Yes, I have my pin
No
Yes, I have not received it yet
Unsure
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How did you hear about us?* This field is required.
Facebook
Instagram
Referral
I'm a returning client
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Who referred you?Adding their name makes sure they receive their referral payout.
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Are you filing a state return?* This field is required.Alaska, Florida, Nevada, South Dakota, Tennessee, Texas, Washington, and Wyoming do not levy state income taxes, while New Hampshire doesn't tax earned wages.
Yes
No
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General Expenses
Amount
Medical Expenses
Row 0, Column 0
Dental Expenses
Row 1, Column 0
Insurance Premiums paid
Row 2, Column 0
Long Term Care Premiums
Row 3, Column 0
Prescription Drugs and Medications
Row 4, Column 0
Home Mortgage
Row 5, Column 0
Investment Interest
Row 6, Column 0
Cash Contributions
Row 7, Column 0
Non-Cash Contributions
Row 8, Column 0
Unreimbursed Business Expenses
Row 9, Column 0
Union Dues
Row 10, Column 0
Tax Preparation Fees
Row 11, Column 0
Investment Expenses
Row 12, Column 0
Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Cash Contributions
Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Tax Preparation Fees
Investment Expenses
Amount
Row 0, Column 0
Amount
Row 1, Column 0
Amount
Row 2, Column 0
Amount
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Amount
Row 4, Column 0
Amount
Row 5, Column 0
Amount
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Amount
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Amount
Row 8, Column 0
Amount
Row 9, Column 0
Amount
Row 10, Column 0
Amount
Row 11, Column 0
Amount
Row 12, Column 0
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Total Expenses
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Would you like to apply for a refund advance up to $7000?** This field is required.
Yes
No
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Choose your refund option.* This field is required.
Direct Deposit
Prepaid Debit Card
Paper Check
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IF CHOOSING DIRECT DEPOSIT - Enter Your Banking Details - IF THIS SECTION IS SKIPPED YOU WILL BE ISSUED A PREPAID DEBIT CARD!* This field is required.It is imperative that you double check this information. Put N/A in the fields if you are not choosing DD.
Name of Bank or Credit Union
Routing Number
Account Number
Retype your Account Number
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APPLICATION AGREEMENT

By submitting this application, I hereby authorize KTS Financial to prepare and file my federal and/or state income tax returns. I acknowledge that tax preparation services are provided for a fee, which will be deducted directly from my tax refund. In the event that I owe money to the IRS and the amount due exceeds my refund, I agree to pay the applicable fees upfront. I understand that KTS Financial offers discounts to eligible clients, and that I will be provided with the net amount of my refund, minus any applicable fees, for my approval prior to the filing of my returns.

I affirm that all information provided is accurate, complete, and true to the best of my knowledge. I understand that I am solely responsible for providing all necessary supporting documents, and any errors or omissions may result in additional charges or delays. Furthermore, I acknowledge that KTS Financial reserves the right to decline services to any individual, including those suspected of providing falsified or fraudulent information. Any fraudulent activity will result in the immediate termination of services and may lead to legal action.

By signing this application, I agree to the terms and conditions outlined above.
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Signature* This field is required.By signing this application, you agree to the terms and conditions outlined in the application agreement.
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Please select 'SUBMIT' to send us your 2024 tax application.Our team will have this completed within 24 hours. If we are missing information we will notify you immediately via email.
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