KLM TS Intake form

Tax Preparation Virtual Client Intake Form

Thank you for choosing our tax preparation services. Please complete the following form to provide us with the necessary information for your tax preparation.
Client Information
Full Name*

First NameLast Name
Spouse Name

First NameLast Name
Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Occupation*
Tax Information
Tax Year*
Filing Status*

SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Widow(er)
Dependents (if applicable)
Please upload W-2s, 1099s, Picture ID and SSN*

Cancelof
Include Any Additional Information
Date

MonthDayYear
Date
Signature*

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Tax Preparation Virtual Client Intake Form