Welcome to Tax Preparation Intake

What Documents Do Clients Need to Bring?

Taxpayers must bring Social Security Cards for themselves and all dependents, W-2 and 1099 forms, and a valid ID. If tax payer is a Business must have ein and documented expenses.

How Long Does the Intake Process Typically Take?

The duration of the intake process can vary depending on the complexity of the client's tax situation.

Are There Any Specific Forms Clients Need to Fill Out Beforehand?

Yes, clients should fill out an intake form before their appointment.

Do You Offer Virtual Tax Preparation Services?

Yes, we offer both online and in-person tax preparation services.

Ready to Get Started with KayeWise?

Fill out our intake form and bring the necessary documents for a seamless tax preparation process.

Checklist

Fill Out Intake Form