K&A Mobile Tax Services Houston Tax Preparation Check list
This form will give us the information we need to process you a tax quote for the current year
We will need the following:
ID
SS card/Birth certificate
W2
1099
Self Employment Expenses
Account/Routing #
Email address *
Name *
Contact # *
Occupation *
Returning Client? *IF NO WRITE WHO REFERRED YOU* *
Tax Preparer *
Address: (city, state zip) *
Taxpayer Date of Birth *
MM
/
DD
/
YYYY
This Year Filing Status *
SSN # *
Did you have healthcare all year?
Clear selection
If filing married please provide spouses full name , DOB and SSN.
If you do not have any dependents skip the following questions 13-21
Child #1(name/DOB/SSN/relationship/grade level)
Child #2(name/DOB/SSN/relationship/grade level)
Child #3(name/DOB/SSN/relationship/grade level)
Child #4(name/DOB/SSN/relationship/grade level)
Child #5(name/DOB/SSN/relationship/grade level)
Did the child(ren) live with you for the entire year? If not, please explain:
Could anyone other than yourself claim the child(ren) as dependent(s)? If yes, who?
Do you have any evidence to prove this child lives in your home? Ex: school & medical records etc...
Clear selection
Did you receive any of the following financial assistance for the child(ren)?
Clear selection
Income* *
*IF YOU RECEIVED UNEMPLOYMENT YOU NEED TO CHECK ALL THAT APPLY*
Required
At any time in 2020, did you receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency?
Clear selection
If selected SELF EMPLOYED please answer the following questions by copy/paste this link https://forms.gle/zTG3fjYwYrHC5MVD9
Have you made any big purchases the previous year? *
if no just type n/a
Do you plan on buying a house soon? *
Other expenses? *
Required
Are you/have you been ordered to pay child support? *
Do you have payment arrangements set up with the IRS? *
Have any of your previous tax returns been offset by the IRS? *
Are you enrolled in school? *
How would you like to pay for your tax preparation fees? *
How would you like to receive your refund? *
Do you need any furniture? *
*WE HAVE A PARTNERSHIP WITH RIGHT ON TIME FURNITURE STORE*
Do you need a car? *
*WE HAVE A PARTNERSHIP WITH LONE STAR CO.*
Do you need auto Insurance? Can K&A give you a free auto insurance quote to get you better rates? *
At K&A we offer several different services please check all that apply to you. *
We will contact you at a later date for more info if selected
Required
Under penalties of perjury I have answered the above questions correctly to the best of my knowledge. *
Did you receive your stimulus check? *
*IF THIS IS NOT ANSWERED TRUTHFULLY YOU WILL BE AUDITED AND YOUR TAX RETURN WILL BE DELAYED BY THE IRS* this could incur fees with K&A
How much was your stimulus payment?
DO YOU WANT TO APPLY FOR THE EASY ADVANCE *
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IF YES PLEASE WRITE THE AMOUNT OR N/A *
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In the event your tax return is offset for any reason K&A will reserve the right to seek legal action for tax preparation fees.
K&A Mobile Tax Services may occasionally have products or services that we think may interest you. By checking this box and using this form you give us consent to use automated technology to call and text you at the phone number(s) above, including your wireless number if provided. Please note that you are not required to provide this consent to make a purchase from us. *
Signature *
ASK ABOUT OUR $1000.00 REFERRAL PROGRAM!!!
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