Hey there! My Name is K. Will, Tax Educator at Williams and Nobles Tax prep

Hello! My Name is K Williams, Tax Educator at Williams and Nobles Tax Prep. Certified Tax Expert- at your convenience.
Are you a new or returning client?

Never filed withI'm a returning client
Thank you so much for your interest in filing taxes with me. Please relax and rest assure that I apply my brilliant, expertise to your file.
First. How about trusting me with your information here, so that the process is smooth and seamless. Cut down on your office visits... **EMAIL your documents** this quick and easy intake is beneficial to the processing. Safe and encrypted.. and convenient for you! Please fill it out to its entirety.
Name

First NameLast Name
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
What's your email address?
Date of birth

MonthDayYear
Date
What's your social security number?
no spaces are needed
What's your filing status?

Single (no dependents)Married filing joint (filing with your spouse)Married filing separate (this means you have filed "joint" before, and now you're filing separate)Head Of household (With dependents)Widowed (you filed with deceased spouse before their passing)
Dependents information

First NameLast Name
Date of birth

MonthDayYear
Date
What's their social security number?
no spaces are needed
Dependents information

First NameLast Name
Date of birth

MonthDayYear
Date
What's their social security number?
no spaces are needed
Dependents information

First NameLast Name
Date of birth

MonthDayYear
Date
What's their social security number?
no spaces are needed
Do you have more than 3 dependents youd like to report?

yesno
Can another Taxpayer claim you on their taxes?

yesno
Did you receive health care insurance?

through the "marketplace"through your employer
How would you like your federal and state refund rendered?

Direct deposit (please fill out information below)mailed directly from the IRSPhysical in office check
BANK ROUTING NUMBER
ROUTING NUMBER
BANK ACCOUNT NUMBER
ACCOUNT NUMBER
CHECKING ACOOUNTSAVINGS ACCOUNT
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
After you have completed this information, Please email a CLEAR image of the listed documents below, to williamsnobles24@outlook.com

Remember, if you cant 'see' your downloaded documents.. neither can I before printing.

Here are the documents that you will need to email/message:
- Image of your identification: Drivers License or a state issued ID
- Social security card for you and any dependents
- Birth certificate for you and any dependents (optional)
- Income sheets such as, W2s, 1099Mic, school documents, insurance forms,gambeling forms, mortage forms, purchase forms or any official document for the requested filing season.
Once documents are received, we will email beginning contracts to release information for your file. Please allow 48 hours for data entry to be completed. I'll be in contact! Thank you.

~K. Will
How can I be of service to you?

Taxpayer strategy consultationFinancial consultationTax Preparation for 2025 (your tax documents should say 2024)Tax Preparation for 2024 (your tax documents should say 2023)Tax Preparation for 2023 (your tax documents should say 2022)Tax Preparation for 2022 (your tax documents should say 2021)Other
I have to file for more than one year (all years selected above)

yes
Anything additionally you'd like to let me know??
Should be Empty:

Hello! My Name is K Williams, Tax Educator at Williams and Nobles Tax Prep. Certified Tax Expert- at your convenience.

Thank you so much for your interest in filing taxes with me. Please relax and rest assure that I apply my brilliant, expertise to your file.