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Analyzing Graphs

K-Tax Prep, LLC Tax Forms

For our tax preparation clients, click on a forms to review and sign forms for services.

Client Tax Forms: Files

Client Engagement

Agreement from Clients for Tax Preparation Services provided by K-Tax Prep

New Client

This for is for New Clients Only, do not fill this out if we have filed your tax return in the past.   

Please review and complete the Client Tax Questionnaire.  We have developed a Client Tax Questionnaire to assist you with the process of gathering the necessary information for us to prepare your return

Returning Client

Please review and complete the Client Tax Questionnaire.  We have developed a Client Tax Questionnaire to assist you with the process of gathering the necessary information for us to prepare your return

Upload Files for Filing

Please click on the link to submit forms needed for tax preparation

Consent to Use of Tax Return Information

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use your tax return information for purposes other than the preparation and filing of your tax return without your consent.

Consent to Disclosure of Tax Return Information

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot disclose your tax return information to third parties for purposes other than the preparation and filing of your tax return without your consent. If you consent to the disclosure of your tax return information, Federal law may not protect your tax return information from further use or distribution.

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