• Located at: Luxe House 101 River Hills Drive Georgetown, TX 78628

    Office Phone: (512) 843-2320

    Contact Email: info@kb2bookkeeping.com

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  • Taxpayer Questionnaire 2026

  • Client Information:

  • Taxpayer Date of Birth:
     - -
  • Spouse Date of Birth:
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  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
  • Filing Status (Check One):
  • Dependents:
  • Income Sources (Check All That Apply):
  • Deductions & Credits (Check All That Apply):

  • Tax Document Upload

    Please upload clear copies or PDFs of all applicable tax documents listed below. If a document does not apply to you, you may leave that upload field blank.

  • Required Identification Documents

    Tax Document Upload. Please upload clear copies or PDFs of all applicable tax documents listed below. If a document does not apply to you, you may leave that upload field blank.
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  • Income Documents

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  • Deduction & Credit Documents

    These documents help us evaluate whether itemized deductions or credits may apply to your return. Please note that providing documentation does not guarantee the deduction or credit will be used, as IRS rules and thresholds must be met.
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  • Additional Supporting Documents

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  • Should be Empty: