• Kick Tax Intake Form

    Complete the required tax information, upload documents, and review/sign electronically when prompted.
  • Section 1 - Taxpayer Information

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  • Expiration Date
     - -
    2 digit month, 2 digit day, 4 digit year
  • Are you claimed as someone else’s dependent?
  • Preferred refund option
  • Client Information

  • Format: (000) 000-0000.
  • Date of Birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Filing Status*
  • Section 2 - Spouse Information

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  • Expiration Date
     - -
    2 digit month, 2 digit day, 4 digit year
  • Are you claimed as someone else’s dependent?
  • Preferred refund option
  • Spouse Date of Birth
     - -
    2 digit month, 2 digit day, 4 digit year
  • Do you have any dependents to claim?*
  • Section 3 - Dependents

  • List Your Dependents
  • Section 4 - Life Changes

  • Are you self employed?
  • Married
  • Divorced
  • Had a baby
  • Adopted a child
  • Moved
  • Name changed
  • Someone passed away
  • Became disabled
  • Received IRS letters
  • Identity theft
  • Marketplace insurance
  • Section 5 - Income

  • Section 7 - Rental Properties

  • Income & Tax Documents

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  • Additional Information

  • Tax Preparation Engagement Letter & Client Responsibility Agreement

    Please review the agreement below and provide the requested information.
  • Date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Welcome Thank you for choosing Kick Tax Solutions. We appreciate the opportunity to prepare your tax return. This Engagement Letter outlines the responsibilities of both the client and Kick Tax Solutions. By signing this agreement, you acknowledge that you have read, understand, and agree to these terms.
  • Our Responsibilities Kick Tax Solutions agrees to prepare your federal and applicable state tax returns using the information and documentation you provide, exercise due diligence, maintain confidentiality, inform you if additional documentation is needed, and electronically file your return after authorization and payment of required fees.
  • Your Responsibilities You are responsible for providing complete, accurate, and truthful information, supporting documentation, careful review of your completed return, and promptly notifying us of any missing information after filing.
  • Client Signature Agreement By signing below, you certify that the information provided is complete and accurate to the best of your knowledge, and you accept responsibility for reviewing your return before it is filed.
  • Consent & E-Signature

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  • Income Types
  • Rental Properties
  • Section 6 - Self Employment

  • Date Started
     - -
    2 digit month, 2 digit day, 4 digit year
  • LLC?
  • S Corporation?
  • Corporation?
  • Business Bank Account
  • Bookkeeping Complete?
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  • Should be Empty: