Tax Preparation Estimate Request
This form helps us review your tax situation and send a personalized estimate .
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Contact Information
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
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Filing Details
Tax Year Needed
*
2025 (File in 2026)
2024
Prior Year (2019–2023)
Filing Status
*
Single
Head of Household
Married Filing Jointly
Married Filing Separately
Qualifying Widow(er)
Dependents
*
Yes
No
How many dependents?
*
1
2
3
4+
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Income Sources
Select all income types you had for the tax year
*
W2
W2-G Lottery Winnings
1099-R /401k Pensions, Annuities and IRA Distributions
1099-DIV Dividend Income
SSA-1099 Social Security Benefits
Alimony Received
1099-K
1099-NEC
1099-MISC
Profit/Loss Small Business/ Schedule C
1099-B or 1099-S Capital Gains or Losses
Rental Income
Partnership K-1
Farm income
1099-G Unemployment
1099-C Cancellation of Debt
How many W-2 forms do you have?
*
How many 1099 forms (NEC/K/INT/DIV/etc.) do you expect?
*
How many Rentals do you have?
*
If self-employed, do you have bookkeeping records?
*
Yes (P&L available)
Somewhat (bank statements/receipts)
No (need help organizing)
Please check if any of these apply to you for adjustments to your income:
*
None
Educator Expenses
Employee Business Expenses
1099-SA Health Savings Account
Moving Expenses (Military)
Alimony Paid
IRA Deduction
Student Loan Interest Deduction
Is anyone a college student and have a Form 1098T (Tuition Statement)
*
Yes
No
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Deductions / Add-ons
Select any that apply
*
None
Home Office (Self-employed)
Vehicle / Mileage (Self-employed)
Itemized Deductions (Schedule A)
Childcare Expenses
Education (1098-T)
Health Marketplace Insurance (1095-A)
Sold a home
Investments (stocks/crypto)
Rental Property (Schedule E)
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Prior Year / IRS Issues
Any IRS letters/notices?
*
No
Yes
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Final Notes + Disclaimer
Anything else we should know?
Estimate Disclaimer
*
I understand this is an estimate only based on the info provided. Final pricing may change if additional forms, missing documents, or added complexity is discovered.
Communication Disclaimer
*
I agree to receive email communication from JK Tax Services about my tax preparation estimate
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*
First Name
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Signature
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Date
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