• Tax Preparation Intake Form

    Please fill out the necessary details to assist with your tax preparation.

  • J kennedy & Associates LLC

  • Format: (000) 000-0000.
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  • Bank account number:

  • Routing number:

  • Format: (000) 000-0000.
  • Filing Status*
  • Do you have any dependents?*
  • Dependent Information (if applicable)
  • Which types of income did you receive in 2025?*
  • Did you have any deductible expenses or credits to claim?
  • Did you file a tax return last year?*
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  • Should be Empty: