MK&A Income Tax Services Forms

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Taxes can feel confusing — especially when life or business changes — but you’re in the right place. This page gives you a simple, friendly walkthrough of the tax forms and schedules most families and small businesses deal with, from basic Form 1040 filings to LLCs, partnerships, S corporations, C corporations, quarterly estimated taxes, contractor reporting, and Schedule K‑1s.

Along the way, we also answer the questions people ask us every single day, like:

“How do I know which tax forms my small business needs?”
“My business closed last year — do I still have to file a return?”
“We got married mid‑year — do we file separately or jointly?”

Our goal is to help you understand what applies to your situation, why it matters, and how to stay compliant without the stress. Whether you’re filing for your family, your side‑gig, or your business, this page gives you the clarity you need to move forward confidently.

Required Income Tax Service Forms

Tax Services Made Easy!
No Need To Leave Your Home Or Office.
Note: All REQUIRED forms must be submitted, and all tax related documents must be uploaded before tax returns can be scheduled for preparation.

Welcome to Your Tax Service Forms & Getting Started Guide

We know that filling out paperwork isn’t anyone’s idea of a good time—even when it’s digital, secure, and straightforward. But think of these standard information forms as the helpful blueprints that allow us to prepare complete, accurate income tax returns for you and your business. It’s the standard, routine process requested by tax and accounting professionals nationwide, and we’ve streamlined everything so you can breeze through it as painlessly as possible.

Here is a quick walkthrough of what we use, who completes it, and how often.

1. Tax Services Engagement Agreement

Status & Frequency: REQUIRED, once only (remains in force until or unless canceled by you or MKA).
Who completes it: All new clients.
What it’s about: This is our handy combination agreement that covers both individual/family returns and small business returns. It outlines the scope of work, keeps our relationship transparent, and sets clear expectations so we’re always on the same page.

2. IRS Consent to Disclose Source Documents Form

Status & Frequency: REQUESTED, annually. (Note: While mandated by annual IRS compliance rules, this is a quick, standard information form that simply requires your signature.)
Who completes it: All tax service clients.
What it’s about: This gives MKA your official consent to securely and confidentially share your source documents with our qualified team members or trusted contractors who assist in preparing your return.

3. Personal Annual Tax Organizer

Status & Frequency: REQUIRED, once only for new clients. For returning clients, we love making things effortless: in early January each year, MKA provides you with a pre-populated organizer. All you need to do is review it, update anything that has changed from last year, and sign off!
Who completes it: Individual and family tax clients—including small business owners who operate as single-member LLCs or sole proprietors. (Note: We keep this separate from business entity returns to keep things simple).
What it’s about: This organizer walks you step-by-step through gathering your personal income, deductions, and credits so no tax-saving stone is left unturned.

4. Small Business Annual Tax Organizer & Questionnaire

Status & Frequency: REQUIRED, once only for new clients. For returning business clients, MKA handles the heavy lifting by providing a pre-populated organizer every January so you can simply review, update any changes, and sign.
Who completes it: Clients operating a partnership, S-corporation, or C-corporation.
What it’s about: This focuses entirely on your corporate or partnership operations—tracking gross receipts, cost of goods sold, operating expenses, asset additions, and vehicle logs to ensure your entity return is dialed in.

A Quick Note on Our Secure Portal: Whenever we upload a new form, document, or your pre-populated annual organizer, an email notification is automatically triggered and sent straight to your inbox. You can easily review, sign, and upload documents right through your private, secure portal.

5. Client’s Authorization to Prepare Tax Returns

Status & Frequency: REQUIRED, annually for each tax year we prepare for you.
Who completes it: All tax clients (both new and returning).
What it’s about: Tax authorities require your official, signed authorization each year so MKA is legally permitted to prepare your return and handle designated administrative communications on your behalf.

Other Services & A Free Gift for Everyone

Income Tax Focus Only: Please note that the documents and forms listed above are exclusively for INCOME TAX returns. If you are looking for agreements or worksheets for other services—such as sales tax filings, quarterly estimated tax vouchers, bookkeeping, or payroll—you can find them anytime using the drop-down menu on our website.
FREE Six-Month Filing Extension Request: OPTIONAL, annually for individual/family and small business returns. Life happens, and sometimes you need a little extra breathing room. We offer a six-month filing extension request service to give you or your business entity an automatic extension of time to file. Best of all? Processing this extension is completely FREE to anyone and everyone, whether you are an active client of MKA or not!

Important Tax Documents

👨‍👩‍👧 For Families & Individuals A simple checklist of what most families need for a smooth and accurate tax filing.

👤 Personal & Family Information

Your full legal name, date of birth, and Social Security number
Your spouse’s information (if filing jointly)
Dependents’ names, dates of birth, and Social Security numbers or ITINs
Form 8332 if a custodial parent is releasing the right to claim a child

💵 Income Documents

W‑2s from any employer
SSA‑1099 for Social Security benefits
1099‑R for retirement distributions
1099‑G for unemployment income or state/local tax refunds
1099‑INT, 1099‑DIV, 1099‑B for interest, dividends, and stock sales
1099‑Q for 529 plan or ESA distributions
1099‑SA for HSA distributions
1099‑S for the sale of a home or other property
Schedule K‑1 if you receive income from a partnership, S corporation, trust, or estate

🧾 Deductions & Credits

Mortgage interest statements
Property tax statements
Charitable donation receipts
Medical expense receipts
Education expense receipts (tuition, books, fees)
Childcare provider information and payment records
Adoption‑related expenses (if applicable)

🏠 Life Changes That Affect Your Taxes

Marriage certificate (if newly married)
Divorce decree or separation agreement
Proof of address changes
Documentation for dependents added or removed during the year

🧑‍💼 For Small‑Business Owners & Self‑Employed Individuals A practical checklist for sole proprietors, single‑member LLCs, multi‑member LLCs, S corporations, and gig‑workers.

🧾 Business Income

1099‑NEC for contractor income
1099‑K for payment platform income (PayPal, Venmo, Square, Stripe)
1099‑MISC for rental or miscellaneous business income
Schedule K‑1 if you’re part of a partnership or S corporation
Any bookkeeping reports (QuickBooks, Wave, spreadsheets, etc.)
Bank statements showing business deposits

💼 Business Expenses

Receipts for supplies, materials, and equipment
Advertising and marketing expenses
Software subscriptions
Office rent or coworking fees
Business insurance statements
Professional fees (legal, accounting, consulting)
Meals and travel related to business
Internet and phone expenses used for business

🚗 Vehicle & Home Office

Mileage logs or vehicle expense records
Home office square footage and related expenses (utilities, rent, repairs)

📊 Other Business‑Related Items

Records of cryptocurrency transactions
Inventory records (if applicable)
Payroll reports (if you have employees)
Prior‑year business tax returns
EIN documentation (if applicable)

📝 If Your Business Closed Last Year

Final income and expense records
Asset sale or disposal records
Final 1099‑NEC/1099‑K forms
Proof of business closure (if applicable)
You still may need to file a final Schedule C, 1065, or 1120‑S — depending on your entity type

🌟 A Friendly Note This checklist covers the most common items families and small‑business owners need. Every situation is unique, so if you’re unsure whether something is needed, just bring it — we’ll help you sort it out and make sure nothing important is missed.

Personal Information: Your name, date of birth, Social Security number, and home address.

Income Statements: W-2s from your employer(s), 1099-G forms for unemployment income and state or local tax refunds, 1099-INT, 1099-DIV, and 1099-B for interest, dividends, and stock sales, 1099-R and SSA-1099 for retirement plan distributions and Social Security benefits, 1099-S for income from the sale of your residence or other property, 1099-MISC for income from a rental property, 1099-Q for distributions from a 529 plan or Coverdell ESA, 1099-SA for distributions from a health saving account (HSA), and Schedule K-1 for income from a pass-through business, trust, or estate.

Deductions: Mortgage interest statements, property tax statements, charitable donation receipts, medical expense receipts, and education expense receipts.

Self-Employment and Business Records: 1099-NEC or 1099-K showing income earned as an independent contractor, records of business expenses, and records of any transactions involving cryptocurrency.

Dependent Information: Dependents’ name (as it appears on their Social Security card), dates of birth, and Social Security numbers (or tax ID numbers), and Form 8332 if your dependent child’s custodial parent is releasing their right to claim the child as a dependent.

This is not an exhaustive list, but it should give you a good idea of what documents and information we’ll need to prepare your tax returns. If you aren’t sure if a document or form will be needed, upload it anyway to your secure document sharing folder. Better safe than sorry.

Tax Services Made Easy!
No Need To Leave Your Home Or Office To Have Tax Returns Prepared.
If you are ready to get started, follow these steps to have MKA prepare your small business and/or personal tax returns. If You Are New Tax Client to MKA, Begin With Step #1Below
Note: All REQUIRED forms must be submitted, and all tax related documents must be uploaded before tax returns can be scheduled for preparation.

NEW Business & Personal Tax Clients Start Here (If you are new to MKA)

If You Are New Tax Client to MKA, Begin With Step #1Below

STEP #1 – ENGAGEMENT AGREEMENT FOR ALL TAX SERVICES

(Use this link to access and open the document) Engagement Agreement for Tax Services
- Required for all new tax clients (businesses and individual tax clients use this form)
- No need to print. Just complete the form online and click on the SUBMIT button.
- No payment for services is required until the tax returns are completed.

STEP #2 – WAIT FOR AN EMAIL WELCOME NOTE AND ACCESS TO A SECURE DOCUMENT SHARING PORTAL

You will receive an email welcome letter and instructions for using the Secure Document Sharing Portal set up for your convenience.
You will use this portal to upload all of the tax-related documents and materials that will be needed to prepare your tax returns.
Never send confidential documents or information by email attachment.

STEP #3 – SECURE DOCUMENT SHARING PORTAL

Use this link to access the Secure Document Sharing File
You will receive notice from the firm by email when your permanent client portal is set up.
You will be prompted to set up a secure and unique password
Reminder: All new clients must upload a photo ID and a copy of the prior year’s tax returns
For your protection: Never send confidential documents by email to the firm
Be sure to upload your tax documents into the correct folder in the secure portal (example: 2023 tax documents should be uploaded into the folder labeled 2023)
Copies of all information that you provide to MKA along with copies of all tax documents prepared by MKA are available to our clients 24/7. You may access and print any document at your convenience.
Important: Only clearly scanned documents should be uploaded to the document portal. Never upload screen prints or photos of tax documents or financial reports.

STEP #4 – TAX ORGANIZER QUESTIONNAIRE (For New/First Time MKA Tax Clients)

RETURNING MKA TAX CLIENTS WILL HAVE A PRE-POPULATED TAX ORGANIZER UPLOADED TO THE SECURE DOCUMENT SHARING PORTAL EACH YEAR AROUND THE FIRST WEEK IN JANUARY.

Use this link to access and open the Tax Organizer Questionnaire for All INDIVIDUAL/FAMILY Tax Services
- Use this form if you are required to file IRS Form 1040 and/or IRS Form 1040 with a Schedule C
- MKA is unable to prepare tax returns without a completed organizer form
- If you are unsure about the answer to any question, indicate “unsure”
- If a question does not apply to your situation, skip or write “NA”
- There is space on the organizer form for you to write notes and comments for your tax preparer

Use this link to access and open the Annual Tax Organizer for Business Tax Services
- Use this form if you are required to file IRS Form 1065 and/or IRS Form 1120S.
- MKA is unable to prepare tax returns without a completed organizer form
- If you are unsure about the answer to any question, indicate “unsure”
- If a question does not apply to your situation, skip or write “NA”
- There is space on the organizer form for you to write notes and comments for your tax preparer

STEP #5 – CLIENT’S AUTHORIZATION TO SCHEDULE & PREPARE TAX RETURNS

Only sign this form AFTER you have uploaded all tax-related documents and materials that will be needed to prepare your tax returns
If your tax return is due on or around March 15th and you sign this form after February 28th, MKA will request a six month filing extension for you at no cost.
If your tax return is due on or around April 15th and you sign this form after March 31st, MKA will request a six month filing extension for you at no cost.
Tax returns are scheduled to be prepared on a FIFO (first in, first out) system. If your returns are put on filing extension, they will be scheduled to be worked on at the earliest possible opportunity but after the posted filing date.

Client’s Authorization to Schedule & Prepare Tax Returns
- PLEASE check carefully to be sure that ALL tax-related documents that will be needed to prepare your returns have been uploaded. Additional charges may be added to your service invoice if it becomes necessary to work on your returns multiple times because of missing or incomplete information.
- IMPORTANT – DO NOT SIGN OR SUBMIT THIS FORM UNTIL YOU HAVE UPLOADED ALL TAX RELATED MATERIALS THAT WILL BE NEEDED TO PREPARE YOUR RETURNS. IF YOU SIGN AND SUBMIT THIS FORM PREMATURLY, PREPARATION OF YOUR RETURNS WILL BE DELAYED AND/OR ERRORS ON YOUR RETURNS MIGHT BE MADE USING INCORRECT OR INCOMPLETE INFORMATION TO PREPARE THEM.
- All Clients must complete this form AFTER they have uploaded all tax documents and information that the firm will need to prepare BUSINESS and/or PERSONAL / FAMILY tax returns.
- This form is required. So that we can streamline the process of preparing tax returns for our clients and promote efficiency, MKA will not schedule tax returns to be prepared until our clients assure us that everything that might be needed by the tax preparer is uploaded to the Secure Document Sharing Folder.

STEP #6 – WAIT FOR AN EMAIL CONFIRMING THE DATE YOUR RETURNS ARE SCHEDULED TO BE PREPARED

After completing Step #5 above, you will receive an email with information about the date your returns have been scheduled on the work calendar to be prepared by our staff.
You will be contacted by phone or email with any questions or concerns that we have while preparing your tax returns
Once DRAFT copies of your tax returns have been prepared, they will be uploaded to your secure document sharing portal for your review. You will be notified by an email when the DRAFT returns are available.
Carefully review your tax returns. We are happy to make any adjustments or changes to those draft returns that might be required based upon information that you provide to our firm. Never sign tax returns without carefully reviewing them.

STEP #7 – SIGN YOUR TAX RETURNS SO THAT WE CAN ELECTRONICALLY FILE THEM

After you have reviewed and approved your tax returns, you will receive notice from MKA by email that your signatures are needed to file the returns. Your electronic signature on the tax returns is all that is required and you will be prompted regarding each signature or initials needed.The process is designed to be simple and user friendly.
Copies of everything will be saved into your secure document sharing portal and will be available to you 24/7.
If you owe tax dollars, instructions for you to follow and pay those taxes will be provided to you.
If you are scheduled to receive a refund, it will be sent to you by the IRS and/or State by direct deposit into your bank account of choice
Your credit card will be charged after you sign the tax documents and before your returns are electronically filed by MKA

READ List Of Important Tax Documents (For your information only)

Here is a list of common documents and information required to prepare tax returns:

Personal Information: Your name, date of birth, Social Security number, and home address.
Income Statements: W-2s from your employer(s), 1099-G forms for unemployment income and state or local tax refunds, 1099-INT, 1099-DIV, and 1099-B for interest, dividends, and stock sales, 1099-R and SSA-1099 for retirement plan distributions and Social Security benefits, 1099-S for income from the sale of your residence or other property, 1099-MISC for income from a rental property, 1099-Q for distributions from a 529 plan or Coverdell ESA, 1099-SA for distributions from a health saving account (HSA), and Schedule K-1 for income from a pass-through business, trust, or estate.
Deductions: Mortgage interest statements, property tax statements, charitable donation receipts, medical expense receipts, and education expense receipts.
Self-Employment and Business Records: 1099-NEC or 1099-K showing income earned as an independent contractor, records of business expenses, and records of any transactions involving cryptocurrency.
Dependent Information: Dependents’ name (as it appears on their Social Security card), dates of birth, and Social Security numbers (or tax ID numbers), and Form 8332 if your dependent child’s custodial parent is releasing their right to claim the child as a dependent.

This is not an exhaustive list, but it should give you a good idea of what documents and information we’ll need to prepare your tax returns.

If you aren’t sure if a document or form will be needed, upload it anyway to your secure document sharing folder. Better safe than sorry.