KDP Tax Services - Basic Tax Maintenance Intake Form

Basic Tax Maintenance Intake Form

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Get started with our Basic Tax Maintenance Plan! Please fill out the form below so we can tailor our services to your needs.

First Name*

Last Name*

Primary Email*

Full Address*

Primary Phone*

Filing Status:

Number of Dependents:

Sources of Income:

Upload File: Full financial documentation for review.

Signature Block

Signature:

Signature Block

I understand this plan provides basic tax storage, W-4 review, and quarterly tax tips only.