JK Financial Services, LLC New Client Intake Form

JK Financial Services, LLC New Client Intake Form
Please complete this secure intake form. Once submitted, we will review your information, provide a fee estimate for your approval, and then send you an Intuit Link invitation so you can begin securely uploading your tax documents. Please complete all fields that apply to your situation. All information is kept strictly confidential.

Thank you!!!
SECTION 1- WHAT TYPE OF CLIENT ARE YOU?
SECTION 2 — CONTACT INFORMATION
Name*

First NameLast Name
COMPANY NAME
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email*
example@example.com
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Preferred Contact Method
SECTION 3-Individual Tax Section
Filing Status
Number of Dependents
W-2 Wages1099/self employmentcontracting/gig workrental property income (specify # of rentals in Other box)stock tradeCrypto transactionsRetirement income (Pension, IRA, SSI)Multi state incomeK-1 (Partnership or S-Corp)Foreign incomeForeign bank accountsOther
If other, please describe
All ReadyMostlyNeed HelpNeed Instructions
I acknowledge and undestand the fee expectations described above
Timing, Extensions & Fees
To ensure adequate time for review, we generally request complete tax information by March 15 for on-time filing.

Information received after this date is typically handled by filing an extension first, with the return completed after the filing deadline.

Engagements requiring extension filing, additional follow-up, or increased coordination due to timing or complexity may involve additional fees, which will be communicated as part of the engagement or estimate process.

These engagements are accepted on a limited basis and are subject to availability.
SECTION 4-BUSINESS
Business return-Fee Expectations

Business return fees vary basded on entity type, number of accounts, record quality and complexity.

Fees are quoted after review and an estimate will be provided before work begins.
TYPE OF BUSINESS RETURN NEEDED*
TYPE OF BUSINESS ACTIVITY
HOW DOES YOUR BUSINESS EARN REVENUE
APPROXIMATE NUMBER OF TRANSACTIONS
WHICH ACCOUNTING SYSTEM DO YOU USE
IF OTHER, WHAT SYSTEM?
ARE YOUR YEAR END BOOKS RECONCILED
HOW MANY BANK/CREDIT CARD ACCOUNTS DOES THE BUSINESS USE?
HOW MANY OWNERS/SHAREHOLDERS
ANY UNUSUAL TRANSACTIONS?
ANYTHING ELSE I SHOULD KNOW ABOUT YOUR SITUATION?
Should be Empty:

JK Financial Services, LLC New Client Intake Form

SECTION 1- WHAT TYPE OF CLIENT ARE YOU?

SECTION 2 — CONTACT INFORMATION

SECTION 3-Individual Tax Section

SECTION 4-BUSINESS