Personalized Tax Checklist Tool
What tax forms and documents do I need in order to have my taxes prepared? The answer to that question is not cut and dry and depends on your unique tax situation. However, to make things a lot easier, KES Design Group created the form below to assist you with determining just what tax forms and documents you will need to provide in order to have your taxes prepared. Simply fill out the form, check the boxes next to the fields that apply to your tax situation, and click submit. KES Design Group will send you an email that provides you with the answer to that question to take the guesswork out of it all. If you would like to see an overview of what tax forms and documentation are required under what circumstances, take a look at our Tax Preparation Documents Overview.
If you would like to receive an estimate of our tax services along with guidance on what tax forms, documents, and information is needed to have your taxes prepared, be sure to complete the estimate section of the form and check the box in the contact info section and we will be happy to prepare an estimate for you.
When you are ready to get started, contact us so we can help.