Forms to Complete

Taxpayer Information

First Name *

Last Name *

Email *

Phone *

Street Address *

City *

State *

Postal Code *

Date Of Birth

Social Security Number *

Upload a picture of your Driver's License (front and back) *

Filing Status

Spouse Information

Spouse First Name *

Spouse Last Name *

Spouse Phone Number *

Spouse Email *

Spouse Date of Birth *

Spouse Social Security Number *

Did your spouse have income? *

Spouse Sources of Income

Did your spouse receive a 1099NEC or 1099 MISC? (Self Employed/Contractor work) *

Please upload all of the tax documents containing your spouse's sources of income *

Dependent Information

Are you claiming dependents, and if yes, how many? *

Dependent Name *

Dependent Date of Birth *

Dependent's social security number *

What is your relationship to your dependent? *

Upload your dependent's social security card *

Dependent #2 Name

Dependent #2 Date of Birth

Dependent #2 social security number

What is your relationship to dependent #2

Dependent #3 Name

Dependent #3 Date of Birth

Dependent #3 Social securty number

What is your relationship to dependent #3

Dependent #4 Name

Dependent #4 Date of Birth

Dependent #4 Social securty number

What is your relationship to dependent #4

Upload the social security cards for all dependents *

Sources of Income

Please upload all of the tax documents containing your sources of income *

Did you receive a 1099NEC or 1099 MISC? (Self Employed/Contractor work) *

Self Employment/Contractor Income

Did you keep records of your receipts? *

Investments

Did you sell any crypto/virtual currency? *

Did you sell any stocks or investments/pull money out of a mutual fund? (Form 1099-B) *

Did you (or your spouse) contribute to an IRA (Select all that apply) *

Employer Sponsored

Roth (Outside of employer)

Traditional (Outside of employer)

None of the above

Expenses and Deductions

Upload the tax documents associated with deductions *

Other Less Common Events

Did any member of the household receive an Identity Protection PIN from the IRS? *

Yes

No

Please provide a copy of the Identity Protection PIN letter received from the IRS *

Healthcare Coverage

Did you have health insurance last year? *

Yes

No

Did you purchase it through the marketplace? *

Yes

No

IRS will reject an e-filed income tax return if you or a member of your household were covered by a health insurance plan via the Health Insurance Marketplace Exchange (i.e. Affordable Care Act aka Obamacare) and you do not provide Form 1095-A.
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If you submitted an application for coverage through your State's Health Insurance Marketplace Exchange at any point during 2023 , you must obtain a copy of your Form 1095-A.
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If you fail to provide this form your return will be considered incomplete and cannot be e-filed.

Please provide a copy of Form 1095-A *

Direct Deposit

In the event you're due a refund, do you prefer direct deposit? (recommended) *

Please list the financial institution (bank name) *

Routing Number *

Bank Account Number *

Confirm Your Submission

is Complete

Whew! We appreciate the time you took to complete the intake form.

Once you hit the submit button below your information will be sent over to our team for review.

If we require any additional information we will contact you.

This business is owned and operated by TK CPA LLC.

Contact Us

[email protected]

(469)671-9566

Lewisville, TX