Please make sure to fill out completely.
Dear Valued Taxpayer,
First and foremost, Welcome to the KD Financials Family!!! We're truly honored that you've chosen us as your tax preparation partner . Your trust means everything to us, and we're excited to show you why so many clients consider us their lifetime tax professionals.
As someone who has helped countless clients navigate their tax journeys, I want to personally assure you that you're in caring and capable hands. Our team of dedicated tax professionals brings decades of combined experience to your tax preparation, and we're committed to making this experience exceptional for you.
What Makes Your Experience With Us Special:
• Personal attention to your unique tax situation
• Expert guidance throughout the entire process
• Year-round support for your tax-related questions
• Strategic planning to maximize your financial benefits
• Access to your secure, private client portal
• A thorough review of your tax documents
• Personalized recommendations for your situation
• Clear communication every step of the way
You'll receive separate login credentials for your dedicated portal shortly. This secure platform ensures you have 24/7 access to your tax journey, allowing you to:
• Review your tax return progress in real-time
• Securely sign documents from anywhere
• Communicate directly with our expert team
• Access your tax documents whenever needed
Important Notice for Refund Advance Applicants:
We prioritize these applications and will notify you of your status within 24 hours of submission.
Our Commitment to You:
Remember, we're not just here for tax season we're here to be your year-round tax partners. Whether you have questions about:
• Estimated payments
• Life changes affecting your taxes
• Planning for next year
• General tax inquiries
We're always just a message away through your secure portal or by phone.
On behalf of our entire team, thank you for choosing KD Financials We're looking forward to exceeding your expectations and helping you achieve the best possible outcome for your taxes.
With Warm Regards And Appreciation,
SPOUSE INFORMATION
You chose Married Filing Separately. Please provide the address, if you do not know where your spouse is staying please input you do not know. If you do receive an audit you will need to provide proof of a separate address for your spouse or provide proof that spouse is not in your household and provide whatever the IRS does ask of you.
DEPENDENT INFORMATION
TAX RELATED INFORMATION
All self employed questions will be answered further down under the Business Questions
INCOME INFORMATION
GENERAL EXPENSES
HEALTHCARE QUESTIONS
BUSINESS QUESTIONAIRE
BUSINESS INCOME
BUSINESS EXPENSES
VEHICLE EXPENSES
HOME EXPENSES
Refund Options & Confirmation
If you choose to have a check printed and you are not local, We will confirm all your mailing information before your check is mailed out. If you are not local and will need to be mailed out there will be a fee of $10.00 to receive in 2 days.
You will still need to provide you bank info no matter which option as it is an agreement for payment if your refund is taken.
We will confirm all your mailing information before your return is finalized.
I acknowledge that all information provided to KD Financials is true and accurate to the best of my knowledge. I understand that I am required to have any supporting documentation to validate the information provided. Furthermore, I understand that knowingly providing false information on my tax return and reporting it to the IRS, that I am taking part in a potentially criminal penalty situation and is punishable by law including but not limited to: facing court dates, restitution, and possible imprisonment. I waive KD Financials and the preparer of any error due to incorrect information provided by me. By signing below, I authorize KD Financials Business to file my tax return.
I acknowledge by signing this form if I and/or my spouse owes a federal/government debt such as IRS, child support, student loans etc., I/we are still responsible for tax preparation fees due to Roberts Elite Business at the time of service.
Also, if the federal refund amount is mailed, I/we are still responsible for the tax preparation fees stated on the invoice. If the tax preparation fees are not paid, I understand that once I have a confirm date of my tax return and it is taken to handle a previous debt, I/we understand that our account will be ach debited within 3 business days from date it was taken. I do understand that I can reach out with one business day to setup a payment arrangement. If I/we fail to reach out the ach debit will stay in place.
I understand KD Financials will take legal action to collect the unpaid tax preparation fees.
I confirm that all information I entered here is accurate and true.
I allow you to capture my sensitive data like personal ID, government ID, Social Security Number (SSN), and other information.
I have read the terms and conditions and privacy policy.
You agree that you are giving consent for payment if your fees are intercepted within 90 days from the date it was scheduled to arrive or a payment arrangement is made
By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.