Client Portal 2025
  • Client Intake

    Client Intake

  • If you need to speak with A Key to Success Financial Services Consultant before completing the INTAKE FORM, please call 678-521-9537

    Before you start…

    Please be sure to have your W-2s, IDs, and any other tax documents ready to upload.

    You can take clear pictures with your phone — no scanner needed.

    Having everything ready helps us process your return faster and get you in line for early filing + tax advance options.

  • Image field 472
  • Type of Client*

  • Filing Status

  • Taxpayer

    ENTER IN YOUR INFORMATION
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Date of Birth*
     - -
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • Spouse

    YOUR SPOUSES INFORMATION, IF LEGALLY MARRIED OR PRESUMED MARRIED BY COMMON LAW STATUTE IN THE STATE YOU RESIDE IN
  • Date of Birth*
     - -
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • Dependents

  • Date of Birth
     - -
  • Do you provide more than 50% of the care and support for this child?
  • Date of Birth
     - -
  • Do you provide more than 50% of the care and support for this child?
  • Date of Birth
     - -
  • Do you provide more than 50% of the care and support for this child?
  • Date of Birth
     - -
  • Do you provide more than 50% of the care and support for this child?
  • Date of Birth
     - -
  • Do you provide more than 50% of the care and support for this child?

  • Credits

  • Which of the following applies to you? (Must select one)*

  • CHILDCARE INFORMATION

  • HIGHER EDUCATION

    COLLEGE AND TUITION INFORMATION
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • HAVE YOU CLAIMED THE AMERICAN OPPORTUINITY EDUCATION CREDIT ON THE PAST?
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • ITEMIZED DEDUCTIONS

  • MEDICAL

    THE TOTALS

  • TAXES PAID BY YOU

    THE TOTALS

  • INTEREST YOU PAID

  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • GIFTS TO CHARITY

    THE TOTALS
  • Have any credits been disallowed or reduced in a previous year?
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • SOLAR POWER/ENERGY EXPENSES

  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • UNEMPLOYMENT

  • DID YOU RECIEVE ANY UNEMPLOYMENT OR PAY ANY UNEMPLOYMENT OVERPAYMENTS BACK?
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • INCOME AND WAGES

  • DID YOU WORK A JOB IN 2025?*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • DID YOU START YOUR OWN BUSINESS?
  • DID YOU DO ANY CONTRACT/SELF-EMPLOYMENT WORK?
  • WHAT IS THE STRUCTURE OF YOUR BUSINESS?*
  • Do you have an EIN*
  • How did you collect payment for your self-employment?
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • Upload Additional Documents

    Please upload one or more files into the areas below. Uploads will accept JPG, PNG and PDF files only. You can select multiple files to upload for each section by Shift or Cmd/Ctrl clicking files in the prompt.
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • Misc.

  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • How would you like to receive your refund?*
  • WOULD YOU LIKE TO APPLY FOR THE REFUND ADVANCE? (Jan 1-March 1, 2025)

  • I, hereby, state that all the information provided is true to the best of my knowledge and that I am allowing A Key To Success Financial Services to prepare my taxes based on that fact. I understand that I am financially responsible for any outstanding balance as a result of providing any false information.

    If there is a balance due, you must pay the tax preparation fee upfront. If for any reason you owe an entity and they take the entire refund, you are STILL responsible to pay the tax preparation fee for services rendered. 

    *For any reason an amendment has to be filed with no fault of the tax preparer, an upfront fee of $150.00 is required! Please view your tax return, which is emailed to you (it is sent prior to submission). Any copy after the first copy is a fee of $10.00.

     ALL FEES (bank and service fees) are found in the return and are non-refundable nor negotiable! NO EXCEPTIONS TO THIS!!

    Please utilize www.irs.gov for all federal refund tracking. Please utilize your state Department of Revenue site for any State Refund tracking. Do NOT add the amounts together. Federal taxes are federal, and state taxes are state when tracking your status. Please allow 8 weeks to surpass from the date of submission before calling the IRS, if you have any tracking questions. 

     

    IRS Contact 800-829-1040

    Please click this link to check your federal refund status. You will need your filing status, social security number, and the total amount of the refund before fees

    Where's My Refund 

     

    💳 Credit Repair Perk for Tax Clients
    As a valued tax client, you have access to an exclusive credit repair opportunity.


    ✅ 3 months total of credit repair support

    ✅ 6 months total of credit repair support

    ✅ month to month credit repair support

    Pricing Options
    • $350 total when added to your tax return (3 months)

    • $700 total when added to your tax return (6 months)

    • $175 to get started and $99/month if you would like month to month

    This service is optional and designed to help improve your credit profile while you focus on your financial goals.

  • Date*
     - -
  • Should be Empty: