KM'S PRO TAX INC LLC

KM PRO TAX Inc LLC

13200 Dexter Avenue, Suite E, Detroit MI 48238

313-428-0516

What to expect - 9 Steps to the finish line.

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Personal Information

First Name

Middle Initial

Last Name

Street

City

State

Zip Code

☏ Number

Provide the best email address

Date of Birth

Social Security Number

Occupation Job Title

I am a member or former member of the US Armed Forces

Yes No

I lived in another state in 2023

Yes No

Someone else can claim me as a dependent on their tax return

Yes No

I was considered legally blind as of December 31, 2023

Yes No

I am preparing this return for someone who has passed awy

Yes No

Were you married on December 31, 2023?

Single Married Divorced Legally Separated Widowed

Spouse First Name

Spose Middle Initial

Spouse Last Name

Spouse Address

Street, City, State, Zip Code

Spouse Date of Birth

Spouse Social Security Number

Spouse Occupation

Spouse is a member or former member of the US Armed Forces

Yes No

Spouse lived in another state in 2023

Yes No

Someone else can claim my spouse as a dependent on their tax return

Yes No

Spouse was considered legally blind as of December 31, 2023

Yes No

Do you have children or support another person that is not your spouse?

Yes No

Who do you support?

My Child

Another person that is not my spouse

LET'S START WITH SOME INFORMATION ABOUT YOUR CHILDREN:

Child's First Name #1

Child's Middle Initial

Child's Last Name

Child's Date of Birth

Child's Social Security Number

Child's Citizenship

US citizen of legal resident Resident of Canada or Mexico None of the above

This child is my

Son Daughter

Was your child a Full-Time Student in 2023

Yes No

Was your child married as of December 31, 2023

Yes No

My Child

Was disabled

Passed away in 2023

None of the above

This child is

Adopted

If the adoption was final before 2023, then NONE OF THE ABOVE

Foster Child None of the above

Did this child live with you for the whole year

Yes No

Did this child pay for more than half of their living expenses?

Yes No

Child's First Name #2

Child's Middle Initial

Child's Last Name

Child's Date of Birth

Child's Social Security Number

Child's Citizenship

US citizen of legal resident Resident of Canada or Mexico None of the above

This child is my

Son Daughter

Was your child a Full-Time Student in 2023?

Yes No

Was your child married as of December 31, 2023?

Yes No

My Child

Was disabled

Passed away in 2023

None of the above

This child is

Adopted

If the adoption was final before 2023, then NONE OF THE ABOVE

Foster Child None of the above

Did this child live with you for the whole year

Yes No

Did this child pay for more than half of their living expenses?

Yes No

Child's First Name #3

Child's Middle Initial

Child's Last Name

Child's Date of Birth

Child's Social Security Number

This child is my

Son Daughter

Was your child a Full-Time Student in 2023?

Yes No

Was your child married as of December 31, 2023?

Yes No

My Child

Was disabled

Passed away in 2023

None of the above

This child is

Adopted

If the adoption was final before 2023, then NONE OF THE ABOVE

Foster Child None of the above

Did this child live with you for the whole year

Yes No

Did this child pay for more than half of their living expenses?

Yes No

ADDITIONAL INFORMATION BOX

Please let me know of any additional information you have to share

FINANCIAL SURVEY As part of our continuing service to you, we offer a no cost, no obligations and completely free review of your finances. You can take advantage of an informative presentation given by one our financial professionals. We can teach you how to establish and meet your financial goals. FREE!

I would like to learn more about finances

I feel that my monthly expenses are more than what I make

I would like to save more for my child(ren) education

I feel financially prepared for my retirement

My family is financially prepared if I passed away

I would like to know how I can pay less in taxes

I would like to know how I can pay off my debt sooner

I am covered financially for 6 months, if I lost my job

I would like a free review of my finances

FOLLOW-UP APPOINTMENT I would like to schedule an appointment on a

Sunday

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

a.m.

p.m.

ADDITIONAL INFORMATION & QUESTIONS RELATED TO THE PREPARATION OF YOUR RETURN

Presidential Election Campaign Fund (If you check a box, your tax or refund will not change)

Check here if you, or your spouse is filing jointly

Check here if you want $3 to go to this fund

If Direct Deposit

ROUTING NUMBER

If Direct Deposit

ACCOUNT NUMBER

If Balance Due

ROUTING NUMBER

If Balance Due

ACCOUNT NUMBER

UPLOAD DOCUMENTS HERE

Upload copy of your SSC

Did you upload a copy of your and each family members' social security card?

Upload copy of your DL

Did you upload your (& your spouse's) driver's license?

Files

Add file

Please upload a file

THANK YOU FOR ALLOWING KM'S PRO TAX INC LLC TO PREPARE YOUR RETURN

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