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 Client Intake Form

This short intake form helps us get to know you and gather the essential information we need to ensure you receive your maximum refund. Once completed, you’ll gain access to our secure client portal through our mobile app — where you can easily upload documents, communicate with your preparer, and get started on your tax filing.

We’re excited to make your tax process simple, secure, and stress-free!

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Email *
*
Full Name *
Are you a new client? *
What Tax Year Are You Requesting to be filed? *
Phone Number *
Preferred Contact Method *
What time of day works best for your contact you? *
Required
How did you hear about us? *
Do you have a Referral Promo Code ?  *
Do you Have an IP PIN (irs identity Protection Pin)? (If not insert N/A) *
Are you filing Individual or for a Small Business? *
What is your occupation? *
  Did you or a dependent attend college, trade school, or graduate school this year?   *
Were you enrolled or did you buy insurance from Healthcare Market Place? (Healthcare.gov)   *
  Did you or your spouse serve in the military?   *
  Did you buy a home in the year 2025 ?   *
Do you own a home Or investment property?  *
  Did you install an electric vehicle charger or buy an EV?    *
Do you Owe any back taxes from the IRS or State? *
Do you Have any offset ( Federal Student Loan Default, Child support,   Unemployment Compensation Overpayment, etc) 

 *
Have you ever been disallowed the Earned Income Tax Credit (EITC)? *
If you are due a refund, how would you like it to be disbursed? *
  If you selected Direct Deposit, please provide your ROUTING Number below.
(If not applicable, enter “N/A.”) *
  If you selected Direct Deposit, please provide your ACCOUNT Number below.
(If not applicable, enter “N/A.”) *

Please share any information or topics you’d like Kendre to be aware of or discuss with you:

 *
Would you like to Apply for a tax advance for up to $7000? Approval could be as fast as the same day. *
Would you like to receive your refund 5 days sooner? 
(A bank fee of only $25 dollars will be applied)

 *
 I certify that all information provided is true and correct to the best of my knowledge.

 *

Consent & Authorization 

By submitting this form, I authorize *Tysheka Brown  at K.J. Walker & Associates to prepare and electronically file my federal and/or state tax return using the information I provide through this form, the client portal, email, or mobile application.

I understand that Kendre at K.J. Walker & Associates will submit my tax return as my authorized tax preparer and that I remain responsible for the accuracy of the information provided.

 *
Required
A copy of your responses will be emailed to the address you provided.
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