K&R Strategic Partners LLC New Client Application

1

Today's Date* This field is required.

Date

2

Are you currently in an IRS/state audit or have you been audited in the last 3 years?* This field is required.We are currently not accepting clients who need assistance with tax resolutions

Yes

No

3

Do you have any current IRS letters, liens, or levies that need resolution?* This field is required.We are not currently offering assistance resolving these letters. Pleas re-apply once all issues are resolved.

Yes

No

4

Stop!

We are no longer accepting clients who need assistance resolving a prior or unresolved issue. If your issues is unresolved, discontinue filling out this form and then reapply once all issues are resolved.

5

Will you combined sources of revenue (w2, interest, alimony, dividend, retirement, business) exceed $200,000?

YESNO

6

Please note. If your income does not exceed 200k, our fees may cause you discomfort. We are priced fairly for revenue that is at 200k or higher.

The lowest price to prepare a simple personal tax return (form 1040) is $500-$600. Fees increase from this amount depending on the forms, compexity, organization, and time it takes to prepare your return(s).

If you are not comfortable paying that amount for our fee, we can recommend a tax firm that is taking on smaller clients who would be happy to assist you. Please email klowry@rtaxes.com to get this referral started and discontiue filling out this application.

7

Who/What is your referral source? * This field is required.List person's name that told you about us OR where you found out about our company

8

Year(s) of tax prep needed* This field is required.For what year do you want us to prepare your tax return (I.E., 2022) ?

9

Your Name* This field is required.

First Name

Last Name

10

Your Date of Birth

11

Your Phone Number* This field is required.

Area Code

Phone Number

12

Your Email* This field is required.

example@example.com

13

Your Address* This field is required.

Street Address

Street Address Line 2

City

State / Province

Postal / Zip Code

Country

14

Your Occupation

15

Are you married?

YESNO

16

Spouses Name* This field is required.

First Name

Last Name

17

Spouse's Date of Birth

18

Spouse's Phone Number* This field is required.

Area Code

Phone Number

19

Spouse's Email* This field is required.

example@example.com

20

Spouse's Occupation

21

Will your tax filing list any dependents (typically children but sometimes parents)?

YESNO

22

List the name and birthdate of all of your dependents who will appear on your tax return* This field is required.

23

Have you ever received a letter from the IRS regarding a tax filing?

YESNO

24

Is this issue resolved?* This field is required.If no, please describe the circumstances surrounding this and the year in which this pertains. If yes, write "issue resolved"

25

Do you have an outstanding debt with the IRS and/or State?

YESNO

26

Please describe the circumstances surrounding this, the amount due, and the year for which this pertains.* This field is required.

27

Have you ever filed a tax return (business or personal) AFTER the extension deadline?

YESNO

28

Please describe the circumstances surrounding this and the year in which this pertains* This field is required.

29

Why are you leaving your current accountant?* This field is required.

30

What are your expectations from a tax preparation standpoint?* This field is required.

31

Are you a business owner?* This field is required.You are a business owner if you receive any income that is not from a w2. This includes income from 1099 and "under the table" sources.

YESNO

32

What is the registered name, state of formation, taxation and EIN of any active business?* This field is required.More fields are provided if you own multiple businesses

33

What is the registered name, state of formation, taxation and EIN of any active business?Leave blank if you only own one business

34

What is the registered name, state of formation, taxation and EIN of any active business?Leave blank if you only own one business. If you own more than 3 entities, please let us know in the final comments of this applicaiton

35

Is your business taxed like an S-Corporation or C-Corporation? * This field is required.

YESNO

36

Have you issued a corporate salary to the officers (yourself) via payroll? (Please note, taking a distribution out of your biz account or "cutting a check" to yourself is not considered issuing a salary. You must use a payroll company or send in your own FICA reports and payments to the IRS confidently answer "YES" to this question.* This field is required.PREVIOUS

Yes

Not yet/Need help

Do not plan to issue officer salary

37

Who who manages those payroll obligations?* This field is required.i.e., Paychex, Quickbooks, Bookkeeper, ADP, yourself

38

Do you have employees other than yourself or your spouse?

YESNO

39

Do you pay any contractors?

YESNO

40

Do you issue form 1099 to those contractors?

YESNO

41

Who prepares the 1099's?* This field is required.

42

How do you track and manage your business expenses? If you use software, please indicate which software you use.* This field is required.i.e., Excel, QuickBooks, Quicken, Mint, Wave,

43

Would you be interested in our firms bookkeeping services?If so, you will have a conversation from a team member who will explain the parameters of this service

YESNO

44

What is your expected annual gross business revenue?* This field is required.Only include estimate of business income - do not calculate w2 income or any other sources of income

45

Do you have an estate and trust plan established?

YESNO

46

Do you currently have a retirement savings plan?* This field is required.This could include but is not limited to a 401k, Simple, SEP, IRA etc.

YESNO

47

Would you like to have a conversation with our wealth management advisor on your retirement plan of action?* This field is required.

I would like to discuss a NEW plan

I would like to discuss my CURRENT plan

I would like a free benchmark study to analyze my current plan's performance

I am concerned about the performance of my current retirement investments?

Not Interested

48

Do you have life insurance on yourself?* This field is required.

YESNO

49

Do you have life insurance on your spouse?* This field is required.

YESNO

50

Would you like to discuss your life insurance needs and coverage amounts with our wealth management advisor?* This field is required.Adequate coverage is typically between 8-15 times annual income. Items to consider for covering in the event of an unexpected death are debt, education, and income replacement.

I would like info on starting a NEW policy

I would like to discuss CURRENT plan and if coverage amounts are enough

I would you like to know how much insurance I need to cover my obligations?

Not interested

51

Do you own any rental properties?* This field is required.

YESNO

52

Do you have an LLC formed to protect your personal assets from the business of the rental property?* This field is required.

YESNO

53

Have you filed a Quit Claim Deed to move the ownership of the rental into your LLC?* This field is required.

YESNO

54

Please submit the most recently filed tax return(s). Failure to provide the copies will result in at least one week delay in the processing of your application. If your business has its own return, you must also upload this* This field is required.You must submit a copy of your personal 1040 and all applicable business tax returns for your application to be considered.

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Max. file size: 10.6MB

55

Is there anything else you would like us to know when considering your application?* This field is required.