MKB – Business Intake (v1.0)

Start Your Tax Preparation with MKB Financial Group

This secure intake is the first step to begin your business tax return with MKB Financial Group. We use your answers to confirm filing requirements, identify required documents, and determine the best next steps for preparation.
What this intake covers
- Business information (entity type, ownership, and contact details)
- Prior-year filing info (if applicable)
  Income sources and bookkeeping status
- Payroll, contractors, and key tax documents needed
- Any IRS/state notices or deadlines you’re facing
What happens after you submit
1. We review your intake for completeness and service fit
2. You receive next steps by email (this may include a document upload link and/or invoice to begin)
3. Once engaged and paid (if required), we start preparation and follow up for any missing items
Important notice

Submitting this form does not guarantee service or create a preparer-client relationship. Work begins only after engagement is confirmed and any required payments are received. Final pricing depends on entity type, forms required, and record condition.

Client responsibility

Please provide complete, accurate, and truthful information. Missing, inconsistent, or unverifiable information may delay processing or prevent us from moving forward.

States served

We serve clients nationwide through secure remote service. Certain states (CA, OR, MD, NY, CT, NV) have additional paid preparer requirements. If your filing requires state-specific credentials, we will coordinate with a licensed partner or provide assistance-only support (you file). We will confirm which option applies before work begins.

Security reminder

For your protection, please do not email sensitive personal or financial documents. Secure upload instructions will be provided after intake review.

Questions?

📞 Call/Text: 833-379-2230

✉️ Email: admin@mkbfinancialgroup.com

📬 Mailing: 5520 Johnston St Ste K PMB 1307, Lafayette, LA 70503

Engagement Type
Tax year needing filing*
Preparer:
Engagement Type*
Entity Type*
Filing Status*
Did you file with us last year?*
Did anything change?
How did you hear about us?*
Referrer Name

Business Basics
Primary Filer: *

First NameLast Name
Legal Business Name
YesNo
DBA (Doing Business As)*
Business Address*

Street Address

Street Address Line 2

CityState

Zip Code
EIN / Tax ID
State of Incorporation*
Date of Formation*

MonthDayYear
Date
Business Industry/NAICS Code
Fiscal Year End*
Fiscal Year End Date (Optional)

MonthDayYear
Date
⚠ Notice: It looks like the Industry/NAICS field is empty.
Please provide your business industry or NAICS code to help us correctly categorize your return.
If you’re unsure, you may leave it blank and submit — we’ll confirm it with you later.

Ownership
Ownership*
YesNo

Accounting & Financials
Accounting Method*
Bookkeeping Method*
Invite Email for Accountant Access*
Desktop Backup/Portable File Upload*

Cancelof
We’ll coordinate secure transfer
Platform Name & Access Instructions
Bank statements later and enable manual Income/Expense capture next

Client Profile
Primary Filer*

First NameMILast NameSuffix
Date of Birth*

MonthDayYear
Date
SSN/ ITIN*
XXX-XX-XXXX
Phone Number*
Email*
Filing address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Occupation*
YesNo
IP PIN*
Valid Government ID*

Upload a valid government-issued photo ID. Front and back required. Examples: driver’s license, state ID, passport.
Cancelof
Social Security Card*

Upload a valid government-issued Social Security card.
Cancelof

Spouse Information
Full Name*

First NameLast NameSuffix
Date of birth*

MonthDayYear
Date
Social Security Number/ ITIN*
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Email*
example@example.com
Occupation*
YesNoI'm not sure
IP PIN*
What was your spouses filing status last yr?*
Valid Government ID

Upload a clear photo of a driver’s license, passport, or state ID. If you don’t have it ready, skip — we’ll send you a secure upload link late.
Cancelof
Social Security Card/ ITIN

Upload your SSN or ITIN card. Skip if not handy, we’ll request it later securely.
Cancelof

Dependent Information
Dependent Information*
YesNo
Did you pay childcare/ dependent expenses for any of the claimed dependents?*
Child/Dependent Care Providers (add‑on)*
If you claim a dependent, the IRS may require proof of financial responsibility and where the child lived. Keep records such as medical/school records, a lease listing the child, or government benefit letters that show names and addresses.
TIEBREAKER RULES: Please read below and check this box acknowledging you understand the rules to claiming a dependent for EIC and CTC.
1. If only one of the persons is the child’s parent, the child is treated as the qualifying child of the parent.
2. If the parents do not file a joint return together but both parents claim the child as a qualifying child, the IRS will treat the child as the qualifying child of the parent with whom the child lived with for the longer period of time during the year.
3. If the child lived with each parent for the same amount of time, the IRS will treat the child as the qualifying child of the parent who had the higher adjusted gross income (AGI) for the year.
4. If no parent can claim the child as a qualifying child, the child is treated as the qualifying child of the person who had the highest AGI for the year.
5. If a parent can claim the child as a qualifying child but no parent does claim the child, the child is treated as the qualifying child of the person who had the highest AGI for the year, but only if that person’s AGI is higher than the highest AGI of any of the child’s parents who can claim the child.
Dependent proof of residency*

Upload school, medical, or lease records showing dependent’s name and your address. If you don’t have it, skip — we’ll request it later.
Cancelof
Child/Dependent care receipts

Upload receipts or provider statements. Skip if not ready
Cancelof

Consents & Acknowledgments

Please review the acknowledgments below. Submitting this form does not create a preparer-client relationship. Your information will be reviewed and you will be notified if your intake is approved
Section 1: Intake & Approval
- I understand this is an intake form only and does not guarantee tax preparation services.
- I understand that {{location.name}} will review my intake submission and notify me if my request is approved.
- I understand that no preparer-client relationship exists until my intake has been formally accepted.
Section 2: Client Responsibility
- I certify that all information provided is true, correct, and complete to the best of my knowledge.
- I understand that I am responsible for reviewing, signing, and filing my tax return with the IRS and/or state agencies
Section 3: E-Sign & Communication
- I consent to the use of electronic records and electronic signatures for tax preparation intake.
- I consent to receive electronic communications (email/SMS) regarding the status of my intake and next steps
Section 4: Payment & Refunds
- I understand that preparation fees will be discussed only after my intake is approved.
- If I choose a Refund Advantage or similar bank product later, fees may be deducted directly from my refund.
Section 5: Record Retention & Privacy
- I acknowledge that {{location.name}} maintains records in accordance with IRS requirements.
- I understand that my intake records will be securely stored and retained for the required period.
- I acknowledge receipt of {{location.name}}’s Privacy Policy.
Prior Year Return (if new)

(file upload, PDF/JPG/PNG, optional if returning client) If you do not upload now, we will request it later.
Cancelof
Bank/Credit Card statements (2–3 months)

(file upload, PDF/JPG/PNG, optional if returning client) If you do not upload now, we will request it later.
Cancelof
By acknowledging this, you authorize MKB Financial Group LLC to disclose your {taxYear} tax return information only to Refund Advantage (RA) and the partner bank for the sole purpose of processing bank products you request. This consent is voluntary, not required for tax prep, and is valid for one year from today (you may revoke it in writing).
By acknowledging this, you authorize MKB Financial Group LLC to use my tax return information for these limited purposes: (a) to contact me about scheduling, status updates, e-signature, and e-filing for this tax year; and (b) to contact me about related tax services (for example, extensions, amendments, transcript monitoring, and audit assistance) for this tax year and the next. This consent does not authorize disclosure to third parties except MKB’s service providers used solely to deliver these communications (for example, secure e-signature, secure portal, text/email platforms). I understand this consent is voluntary and not required for tax preparation services. I may revoke it at any time by emailing info@mkbfinancialgroup.com. Unless I revoke earlier, this consent expires 1 year from the date I sign below.
I understand CA, OR, MD, NY, CT, and NV may require state‑specific credentials. MKB may coordinate with a licensed preparer or provide assistance‑only service.
I agree to receive texts about my tax file. Message/data rates may apply. Reply STOP to opt out
Form Submission Date*

MonthDayYear
Date
Primary Filer Signature*
Should be Empty:

Start Your Tax Preparation with MKB Financial Group

Engagement Type

Business Basics

Ownership

Accounting & Financials

Business Income & Expenses

Client Profile

Spouse Information

Dependent Information

Household & Compliance

Income & Wages

Deductions & Credits

Consents & Acknowledgments