• 2026 Client Intake Form

  • Thank you for choosing to file with KNK Financial Services!

    We are eager to serve you! Please complete the intake form to the best of your ability.

    IMPORTANT: UPON COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM YOU MUST CLICK THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SUCESSFULLY COMPELTE. CLOSING YOUR BROWSER BEFORE CLICKING THE "SUBMIT" BUTTON WILL DELETE ALL INFORMATION WITHOUT SENDING TO US. IT SHOULD BE NOTED THAT UPON CLICKING THE SUBMIT BUTTON YOU WILL GET A CONFIRMATION EMAIL THAT WE RECEIVED YOUR INFO.

    Completing this form is not a quote. If you would like a quote, please do not complete this form & reach out to your tax professional before completing this form. This is not a tax quote submitting this form is giving KNK Financial Services the authorization to file your tax return on your behalf.

  • Filing Status*
    • Personal Information 
    • Format: (000) 000-0000.
    • Select all that apply
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Spouse Information 
    • Format: (000) 000-0000.
    • Dependent Information 
    • Dependent Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Select all that apply
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Dependent Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Select all that apply
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Dependent Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Select all that apply
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Did you, your spouse, and or your dependent(s) have health insurance within 12 months of the 2025 calendar year? If yes, who covers it?
      Rows
    • Tax Related Questions 
    • Were you or your spouse audited by the IRS last year?
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Do you have any expenses for child care?
    • Format: (000) 000-0000.
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Do you own your home?
    • Do you have documents that show you paid property tax?
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Select All that Apply
    • Did you or your spouse make payments on your student loans in 2025?
    • Do you or your spouse participate in any government assistance programs?
    • Did you or you or your spouse make any charitable contributions in 2025? (Goodwill, Salvation Army, Church etc.)?
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Income 
    • Did you receive any W2's?
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Did you or your spouse receive any earnings from interest or dividends in 2025?
    • Did you or your spouse receive social security benefits in 2025?
    • Did you or your spouse receive any earnings from interest or dividends in 2025?
    • Do you and or your spouse understand and agree to the fees for KNK Financial Services preparing your Federal/​State income tax return?
    • Would you like to apply for Fast Track, where you receive your refund 5 days sooner? **Fees apply**
    • Would you like to receive a text message when your refund is funded? **Standard data rates may apply**
    • Self-Employment 
    • Are you self-employed?
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Business Expenses
      Rows
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Acknowledgement & Signatures 
    • KNK Finacial Services will prepare your 2025 individual tax return from the information you furnished to us. You, the taxpayer, are ultimately responsible for the preparation and filing of your tax return.

      By signing this form, I acknowledge and confirm the following:

      Accuracy of information: I have provided accurate, complete, and truthful information to the best of my knowledge. I understand that it is my responsibility to ensure the accuracy of the details I have provided in this form and any supporting documents. Failure to do so may result in a criminal penalty situation that is punishable by law including but not limited to facing court dates, restitution, and possible imprisonment. I waive KNK Financial Services and the preparer of any error due to incorrect information provided by me.

      Tax Prepation Services: I understand that the tax prepatation services being provided by KNK Financial Services are for the purpose of assiting me in preparing and filing my federal, state, and or local tax returns. I agree to cooperate fully with the tax preparer and provide all necessary documentation. I acknowledge by signing this form if I and/or my spouse owes a federal/government debt such as IRS, child support, student loans etc., I/we are still responsible for tax preparation fees due to KNK Financial Services at the time of service. 

      Tax Liability: I understand that it is my responsibilty to pay any taxes owed to the IRS or state taxing authorities. I acknowledge that the tax preparer cannot guarantee any specific tax outcome or refunds.

      Electronic Filing: I consent to the electronic filing of my tax return, if applicable, and understand that I will receive an electronic copy of my tax return and supporting documents.

      Fees and Payments: I acknowlege that regardless of how my refund is disbursed I am responsible for paying any agreed-upon fees for tax preparation services, which may include preparation fees, filing fees, and other charges associated with the preparation of my tax return stated on the invoice. If the tax preparation fees are not paid, I understand that KNK Financial Services will take legal action to collect any unpaid fees.

      IRS Communication: I authorize KNK Financial Services to communicate with the IRS or state tax authorities on my behalf regarding the preparation and submission of my tax return, if necessary.

      Retention of Documents: I understand that my tax documents may be retained for the duration required by law and that I can request copies of my tax return or any related documents at any time.

    • Date Signed*
       - -
      2 digit month, 2 digit day, 4 digit year
    • Date Signed
       - -
      2 digit month, 2 digit day, 4 digit year
    • Thank you for putting your trust in KNK Financial Services! We look forward to a long and mutually satisfying relationship.

    • Should be Empty: