Tax Preparation Intake Form
Please complete all sections accurately to begin your tax preparation services with KINGFLUENCE FINANCIAL.
Taxpayer Information
Please provide your personal details as shown on official documents.
Full Legal Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Date of Birth
*
-
Month
-
Day
Year
Date
Filing Status
*
Single
Head of Household
Married Filing Jointly
Married Filing Separately
Qualifying Widow(er)
Tax Situation Overview
Select all income types that apply to your situation.
Which types of income did you have in the last tax year? (Select all that apply)
*
W-2 (employment income)
1099-NEC / 1099-MISC (self-employment)
Gig work (Uber, DoorDash, etc.)
Retirement income (401(k), pension, SSA)
Rental income
Investment income
Other income
Number of W-2s received
*
0
1
2
3
4+
Did you have any dependents?
*
Yes
No
Required Document Uploads
Please upload clear, legible copies of the following documents.
Government-issued photo ID (e.g., driver's license, state ID, passport)
*
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Proof of address (utility bill, lease, etc.)
*
Upload a File
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Choose a file
Cancel
of
Income documents (W-2s, 1099s, SSA-1099, etc.)
*
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Additional tax documents (optional)
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Payment Method (Disclosure Only)
How do you plan to pay for tax preparation services?
How do you plan to pay for tax preparation services?
*
Pay upfront
Pay from tax refund (if eligible)
Not sure yet
Schedule Your Tax Prep Appointment
Required Disclosures & Consents
Please review and acknowledge the following statements.
Electronic Signature (type your full name)
*
Date
*
-
Month
-
Day
Year
Date
Submit Tax Intake
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