MKB Financial Group – Tax Planning Intake Form

Tax Year You Need Help With*
Assigned to:
Did you file with us last year?*
Did anything change?
Example: new job, new child, moved, divorce, started a business, etc.
How did you hear about us?*
Referrer Name

Select Your Tax Planning Service
Year-End Tax Checkup – $199 • Estimate what you're currently on track to owe or receive this tax season. • Flag immediate red flags (under-withholding, under-saving for self-employment tax, etc.). • Top 2–3 moves you can still make before year-end to lower your tax bill. • 20–30 minute call, verbal guidance only. Best for W-2 earners or new 1099 workers.Self-Employed Tax Reduction Plan – $597 • Full profit and self-employment tax estimate. • Quarterly estimated tax recommendations. • Industry-specific deduction checklist and recordkeeping guidance. • Audit-proof habits for your books. Best for Schedule C, single-member LLC, contractors.Business Tax Strategy Plan – Starting at $1,200 • Owner payroll / reasonable compensation review. • S-Corp vs LLC vs other structure guidance. • Distribution strategy, retirement & fringe benefit planning. • Cash-out planning and entity risk review. Best for S-Corp owners, multi-member LLCs, multiple rentals.Not sure / Please recommend • We will review your answers and tell you which level applies. Pricing will be confirmed before booking.

Business / Self-Employment Information
Business Name*
Entity Type *
Business Start Date *

MonthDayYear
Date
Average Monthly Expenses*
Your best estimate is fine.
Do you currently pay yourself through payroll? *
QuickBooksWaveExcel / Google SheetsNone
Do you make quarterly estimated tax payments?*
Any large purchases or investments planned this year?
Vehicles, equipment, real estate, major upgrades, etc.
Do you own rental or investment property under the business?*
Would you like a year-end tax projection report (what you’ll owe if nothing changes)?*

Tax Goals
Reduce overall tax owedLower quarterly paymentsMaximize deductionsBuild retirement savingsPlan for home or real estate purchaseOptimize business structureOther
Do you want help setting up bookkeeping or payroll?*
How much do you typically owe or get refunded each year?*
If you usually owe, about how much? If refund, about how much?
Would you like us to review whether your current entity structure is the best tax fit?*

Secure Uploads

Uploading documents now helps us give accurate numbers instead of guesses. If you don’t have something yet, you can still submit the form, but we may request it before we meet.
Last 2 Years of Tax Returns *

Accept PDF or clear photos
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Most Recent Pay Stubs

Skip if you don’t receive W-2 wages.
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Most Recent Profit & Loss / Income Spreadsheet*

Upload bookkeeping report, spreadsheet, or a clear photo of handwritten totals. We just need income vs expenses so far this year.
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Entity Paperwork

Examples: LLC filing, S-Corp election, EIN letter, etc.
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Agreement & Booking
I agree to provide all necessary information for accurate planning.I agree to provide accurate and complete information so that projections are realistic.I understand this is a paid advisory service. My session will not be scheduled until payment is submitted for the service level I selected.I understand there is no 'quick free review.' This is professional tax strategy.
Signature*
VirtualIn-Person (if offered locally)Phone
Best Days/Times for Consultation*
Email Address for Appointment Details*
We’ll send payment instructions and scheduling to this email.
Location or city preference*
In-person Appointment only
Payment Amount*

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Tax Planning with MKB Financial Group