Tax Return Intake Form

Tax Return Intake Form

Please complete all relevant sections and upload required documents to ensure accurate and timely preparation of your tax return.
Triniss KennedyWilllieshyaKimberlyDennittaJalanta
Filing Tax Year
- Full Name*
  
  First NameLast Name
- Date of Birth*
  
  MonthDayYear
  Date
- Email Address*
  example@example.com
- Phone Number*
  Please enter a valid phone number.Format: (000) 000-0000.
- Residential Address*
  
  Street Address
  
  Street Address Line 2
  CityState / ProvincePostal / Zip Code
- Social Security Number*
- Occupation*
- Upload photo of Social Security Card *
  
  Cancelof
- Unexpired DL/Passport/ ID:*
  
  Cancelof
- YesNo
- YesNo
- Spouse Full Name
  
  First NameLast Name
- Spouse Date of Birth
  
  MonthDayYear
  Date
- Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Spouse Phone Number
  Please enter a valid phone number.Format: (000) 000-0000.
- Social Security Number
- Occupation
- Upload photo of Social Security Card
  
  Cancelof
- YesNo
- YesNo
- Dependent Details
- Upload ID for Each Dependent
  
  Cancelof
- YesNo
- YesNo
- Upload Marketplace (1095-A) Document
  
  Cancelof
- YesNo
- Upload W-2 Form
  
  Cancelof
- YesNo
- Upload 1099-G Form
  
  Cancelof
- YesNo
- Upload SSA-1099 Form
  
  Cancelof
- YesNo
- Upload 1099-R Form
  
  Cancelof
- YesNo
- Upload 1098-T Form
  
  Cancelof
- YesNo
- Upload 1099-INT/1099-DIV Form
  
  Cancelof
- YesNo
- Business Name
- Type of Business
- Total Business Income for the Year
- Total Business Expenses for the Year
- Upload Schedule C (1040) and Schedule SE (1040)
  
  Cancelof
- YesNo
- Upload 1099-NEC Form
  
  Cancelof
- YesNo
- Upload Schedule E (1040)
  
  Cancelof
- YesNo
- Upload Schedule A (1040) for Charitable Contributions
  
  Cancelof
- YesNo
- Upload Form 2241 for Child Care Expenses
  
  Cancelof
- YesNo
- Upload previous return itemized deductions documentation
  
  Cancelof
- YesNo
- Upload 1099-B/1099-S Form
  
  Cancelof
- YesNo
- Upload W2-G Form
  
  Cancelof
- YesNo
- Upload 1099-A/1099-C Form
  
  Cancelof
- YesNo
- Upload Proof of Medical Expenses
  
  Cancelof
- YesNo
- YesNo
- YesNo
- Upload Mortgage Interest Documentation
  
  Cancelof
- YesNo
- Upload Real Estate Taxes Documentation
  
  Cancelof
- Direct DepositPrinted CheckPrepaid Debit Card
- Bank Name
- Routing Number
- Account Number
- Upload Image of Bank Information
  
  Cancelof
- YesNo
- YesNo
- Advance Terms and Disclosures: Please review the terms and conditions related to advances, including eligibility requirements, repayment obligations, and any applicable fees. Contact our office for more information or clarification.
- PLEASE READ BELOW I CERTIFY I WOULD LIKE TO HAVE MY TAX RETURN PREPARED IN ACCORDANCE WITH THE INFORMATION I HAVE PROVIDED.
- CONSENT TO DISCLOSURE OF TAX RETURN INFORMATION: By signing below, you authorize TKC Tax and More to use and disclose your tax return information as required to prepare and file your tax return in compliance with applicable laws and regulations.
- Signature
- Should be Empty: