KDP Tax Services - Premium Tax Advisory Intake Form

Premium Tax Advisory Intake Form

Welcome to the Premium Tax Advisory Plan! Please provide the following details to help us customize your advisory services.

First Name*

Last Name*

Company Name*

Are you representing a company? If yes, complete this field with your official Company Name. If you are not representing a company, then please enable the switch below labeled "I'm not representing a Company".

Primary Email*

Full Address*

Primary Phone*

Filing Status:

Number of Dependents:

Sources of Income:

Upload File: Full financial documentation for review.

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Premium Tax Advisory Intake Form

Welcome to the Premium Tax Advisory Plan! Please provide the following details to help us customize your advisory services.

Signature Block

I understand this plan includes quarterly advisory calls and audit defense support.