Filing Status

Single

Head of Household

Married filing joint

Married filing single

Other

First Name

Last Name

Phone *

Email *

Address

Street Address

City

State

Country

Postal code

Date of birth

Social Security Number

Are you a US Citizen? Yes/No

Tax Payer Occupation/ Title

Taxpayer Legally Blind?

Yes

No

Can You be Claimed as a Dependent?

Yes

No

Did you receive last years tax return?

Yes

No

How did you hear about us ?

Were you previously issued an Identity Protection Pin( IP PIN) by the IRS?

Spouse Full Name

Spouse Email Address

Spouse Social Security Number

Spouse Name, Date Of Birth, Email Address and Social Security Number

Do you have Full Custody of dependent children?

How many dependents?

Dependent 1 Name

Dependent 1 Social Security Number

Sex Of Dependent

Male

Female

Dependent Date Of Birth

Is the child disabled?

Yes

No

If you are a single parent, where is the other parent of your children?

Do you provide more than 50% support?

Yes

No

Has the dependent lived with you at least half of the year?

Yes

No

Dependent 2 Name

Dependent 2 Social Security Number

Dependent 2 Date of Birth

Sex Of Dependent

Male

Female

Is the child disabled

Yes

No

Do you provide more than 50% support?

Yes

No

Has the dependent lived with you at least half of the year?

Yes

No

Dependent 3 Name

Dependent 3 Social Security Number

Dependent 3 Date of Birth

Do you provide more than 50% support?

Yes

No

Sex of Dependent

Male

Female

Has the dependent lived with you at least half of the year?

Yes

No

Did you pay any child care expenses last year?

Yes

No

How much did you pay in child care expenses?

Can anyone else claim your dependents? If yes, please explain

Please provide the name, address, and social security number or EIN # of your childcare provider

Have you ever been disallowed EITC/AOTC/ CTC? If so, when?

Do you have any debts with the IRS, US TREASURY, CHILD SUPPORT, FEMA, OR ANY. GOVERNMENT ENTITY?*

YES

NO

If so, With whom and what is the EXACT amount?

Please list documents you have provided for proof of loss/profit for business/self employment (Example: Reciepts, P&L statement, bank statements, or written ledger (which is above spreadsheet)

Did you receive Unemployment? ( Pls upload 1099 G form)

Upload Copy of W2, Last paycheck stub, 1099 NEC, 1099DIV, MISC

Upload Social Security Cards, State Identification and Birth Certificates

SCHEDULE C FORM
Businesses/hobbies
Fill Out Completely or Mark N/A, DO NOT Leave Blank.
Use A Separate Worksheet For Each SCH-C ** Please
Note: If Possible, It Is Preferred A Trial Balance, P&L, and Balance Sheet Be Provided By The Client. If Available, Write "See Next Page" Below And Put Under This Page.
IF NOT AVAILABLE, Please Use The Input Sheet Below.
Business Info: (Required For All) Taxpayer or Spouse

Name of Business

Address of Business

Business EIN

Date Business Started

Did you Materially Participate in the business?

Yes

No

Total Sales

Other Income

General Income

Advertising

Auto Expense

Office Supplies

Commissions

Contractor Labor

Employee Benefit Program

Insurance (Other than Health)

Interest

Mortgage Interest

Legal And Professional Fees

Rent/ Lease

Vehicles

supplies

Taxes & Licenses

Travel

Meals

Utilities

Total expense

Total income - Total Expenses= Net Income

Please attach any supporting documents if applicable

Client Signature, By signing below, I hereby certify the information given above is true and accurate

Clear

Student Acknowlegement Form
I Was A Student During 2024 School Year, And I certify That All Of The Information Found On This Form Is True And Accurate To The Best Of My Knowledge. I Understand It Is My Responsibility To Have All Valid Documents And Or Receipts, As Required To Apply For Any Type Of School Credit. Below Is A Recap Of All Information, Status, And Expenses I Have Encountered.

My Scholar Status

FULL TIME STUDENT

PART TIME STUDENT

I DID RECEIVE A 1098-T FORM

I DID NOT RECEIVE A 1098-T FORM

BELOW ARE MY TOTAL EDUCATIONAL EXPENSES

BOOKS

SUPPLIES

OTHER EXPENSES

TOTAL EXPENSES

How Would you like to recieve your Refund? Check one of the following

7–14 Days (RT Refund Transfer: Check) In about 7–14 days from the date your return is accepted electronically by the IRS, you receive a check for the amount of refund less filing fees. (Checks will be available in our office)

7–14 Days (RT Refund Transfer: Debit Card) In about 7–14 days from the date your refund is accepted electronically by the IRS, for the amount of your refund less filing fees will be deposited to the debit card we issue you.

7–14 Days (RT Refund Transfer: Direct Deposit) In about 7–14 days from the date your refund is accepted electronically by the IRS, for the amount of your refund less filing fees will be deposited into your bank account.

Would you like your refund deposited into your Checking or Savings Account? (GIVE YOUR ANSWER BELOW)

Direct Deposit Routing Number: (Required if Direct Deposit was selected) (PLACE BELOW)

Direct Deposit Account# (Required if Direct Deposit was selected) (PLACE BELOW)

The following products require fees paid at the time of service (SELECT BELOW)

E-File: Direct Deposit Your refund will be deposited into your checking or savings account directly from the IRS approximately 10–14 days after your return is accepted by the IRS.

3–4 Weeks (E-File Check) Your refund will be mailed to you directly from the IRS in approximately 3–4 weeks after your return is accepted electronically by the IRS.

Mail a paper return Your refund will be mailed to you directly from the IRS in approximately 6–8 weeks after you mail your return to the IRS.

Are you interested in Audit Protection ? ( Mandatory for all Schedule C`s) (yes/no)

Are you interested in Credit Repair and or Business Credit Information? (YES/NO)

CLIENT PAYMENT & OFFSET POLICY At KB Consultant Services, we’re committed to providing quality support for every client’s tax situation. However, if your refund is reduced due to IRS offsets, child support, or student loans, you are still responsible for paying the fees owed to our company for preparing your tax return. By signing below, you agree to the following: Our service fees must be paid in full regardless of any refund offsets. If payment is not received within 30 days, KB Consultant Services reserves the right to pursue legal action to collect the balance due. CLIENT ACKNOWLEDGEMENT I confirm that the information I have provided is true, correct, and completed to the best of my knowledge

Clear

Printed First, Last NAME BELOW

Date of submission BELOW

Do you agree to your prep fees, processing fee bank fees, and audit protection fee. (SIGN BELOW)

Clear

By checking this box, I consent to receive transactional messages related to my account, orders, or services I have requested. These messages may include appointment reminders, order confirmations, and account notifications among others. Message frequency may vary. Message & Data rates may apply.Reply HELP for help or STOP to opt-out.

By checking this box, I consent to receive marketing and promotional messages, including special offers, discounts, new product updates among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.

SCHEDULE C FORM

Student Acknowlegement Form