KFWEG Tax Intake Form
Please complete this form accurately for a smooth and timely tax preparation experience.
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Taxpayer Information
Full Legal Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Social Security Number
*
Date of Birth
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Street Address
*
Tax Filing Information
State
*
Please Select
AL
AK
AZ
AR
CA
CO
CT
DE
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
DC
ZIP Code
*
Driver License Issue State
*
Driver License Number
*
Driver License Issue Date
*
Driver License Expiration Date
*
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Tax Filing Year
*
Please Select
2026
2025
2024
2023
2022
2021
2020
2019
2018
Who is your assigned tax professional or referral representative?
*
Please Select
Ari
Ro
Ji
Kayla (Owner)
Not Sure / General Inquiry
Please select the tax professional or representative who referred you or is assisting with your return.
How did you hear about us?
Filing Status
*
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Surviving Spouse
Did you or your dependents receive an IRS IP PIN?
*
Yes
No
Did you have marketplace insurance?
*
Yes
No
Did you receive unemployment income?
*
Yes
No
Did you own or operate a business?
*
Yes
No
Are you interested in financial literacy or tax planning services?
*
Yes
No
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Occupation
City
States worked in during the tax year
Preferred method of contact
Phone
Email
Text
Taxpayer Status (check all that apply)
Can be claimed as dependent
Full-time student
Blind
Disabled
Virtual currency transactions
Deceased during tax year
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Spouse Information (if applicable)
Spouse Full Legal Name
First Name
Last Name
Spouse Date of Birth
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Social Security Number
Spouse Occupation
Driver License Issue State
Driver License Number
Driver License Issue Date
Do you have any dependents to claim on this return?
*
Yes
No
Driver License Expiration Date
Spouse Email
example@example.com
Spouse Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Spouse Status (check all that apply)
Full-time student
Blind
Disabled
Virtual currency transactions
Dependent Information
Business Information (if applicable)
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Business Name
Type of Business
Please Select
Sole Proprietorship
LLC (Single Member)
LLC (Multi-Member)
S-Corporation
C-Corporation
Partnership
Other
Date Business Started
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Upload Profit & Loss Statement
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Upload Expense Records
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Did you use a vehicle for business?
Yes
No
Vehicle Information (if applicable)
Did you pay contractors? (1099s required)
Yes
No
Education Information (if applicable)
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Did anyone in your household attend college?
Yes
No
Student Name
Upload Form 1098-T (Tuition Statement)
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Upload Form 1098-E (Student Loan Interest)
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Was the student enrolled at least half-time?
Yes
No
Was the student pursuing a degree or credential?
Yes
No
Books & Supplies Expenses ($)
Has the American Opportunity Credit been claimed before?
Yes
No
Document Uploads
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W-2 Forms
Upload a File
Drag and drop files here
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1099 Forms
Upload a File
Drag and drop files here
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1099-G (Unemployment Income)
Upload a File
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of
1095-A (Marketplace Insurance)
Upload a File
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Prior Year Tax Return
Upload a File
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Birth Certificates (for dependents if required)
Upload a File
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Lease / Utility Bills (Proof of Residency)
Upload a File
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Business Records (receipts, invoices, bank statements, P&L)
Upload a File
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Additional Tax Documents
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Banking Information (for refund processing)
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Bank Name
Account Type
Checking
Savings
Refund Preference
Direct Deposit
Paper Check
Refund Advance
Prepaid Card
Refund Advance Options
$1,000 – No Finance Charge
Up to $7,000 – With Finance Charge
Not Interested
Due Diligence Questions
Have you ever been denied EIC, CTC, or ACTC by the IRS?
*
Yes
No
Could anyone else claim your dependent on their tax return?
*
Yes
No
Did another person help financially support the child?
*
Yes
No
Did you pay childcare expenses during the year?
*
Yes
No
Upload Childcare Statements (if applicable)
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Can you provide school or medical records if requested by the IRS?
*
Yes
No
Agreements & Consents
Taxpayer Signature
*
Spouse Signature (if applicable)
Date Signed
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Submit Intake Form
Submit Intake Form
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