MK&A Income Tax Services Forms
Your One-Stop Tax Shop: Everything You Need for a Speedy, Seamless Experience
Welcome to your streamlined hub. Get everything you need for a fast , convenient tax preparation experience with Moshe Klein & Associates this year and every year.
QUICK ACCESS LINKS
Getting Started:
- Engagement Agreement – Tax Services
- Consent Form – Service & Data Disclosure
- Tax Organizer – Personal/Family Returns
- Tax Organizer – Business Returns
- Clients Final Confirmation – All Steps, Forms & Documents Completed
Let’s Prepare Your Tax Returns:
- Choose Your Tax Return Date – Standard Service (Free)
- Choose Your Tax Return Date – Expedited Service (Additional Fee)
Optional Services:
Informational Checklists:
- Personal Family Return Document Checklist
- Business Return Document Checklist
GETTING STARTED
Engagement Agreement – Tax Services
Who completes it: All new clients. What it’s about: Our handy combination agreement that covers both…
Consent Form – Service & Data Disclosure
Who completes it: All tax service clients. What it’s about: Gives MKA your…
Tax Organizer – Personal/Family Returns
Who completes it: Individual and family tax-clients – including small business owners who operate as single member LLCs or sole proprietors…
Tax Organizer – Business Returns
Who completes it: Clients operating a partnership, S-corporation, or C-corporation…
Clients Final Confirmation – All Steps, Forms & Documents Completed
Who completes it: All tax clients. What it’s about: This final sign-off checklist serves as your formal confirmation…
LET'S PREPARE YOUR TAX RETURNS
Choose Your Tax Return Date – Standard Service (Free)
Who completes it: Anyone seeking standard tax filing timeline. What it’s about: Standard service with free processing and planning…
OR
Choose Your Tax Return Date – Expedited Service (Additional Fee)
Who completes it: Seekers of faster processing. What it’s about: Accelerated tax filing and quick priority reviews…
OPTIONAL SERVICES
Six-Month Filing Extension Request
Who completes it: Any client requiring extra time. What it’s about: Securely file an extension with the IRS at no cost…
INFORMATIONAL CHECKLISTS
Document Checklist – Individual/Family Tax Returns
Who is it for: Personal and family tax clients. What it’s for: Use this checklist to help identify and gather…
Document Checklist – Business Tax Returns
Who is it for: Business and Corporate tax clients. What it’s for: Use this checklist to help identify and gather…
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. Service and Data Disclosure Consent Form
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Status & Frequency: REQUESTED, annually. (Note: While mandated by annual IRS compliance rules, this is a quick, standard information form that simply requires your signature.)
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Who completes it: All tax service clients.
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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.
6. FREE Six Month Filing Extension Request
Life happens, and sometimes you need a little extra breathing room. MKA offers a complimentary six-month extension request service for individuals, families, and small business entities.
Whether you are an active client or not, MKA will file your extension electronically with the IRS at absolutely no cost to you. This optional, annual service grants you an automatic extension of time to file your returns securely and efficiently.
Please note: An extension of time to file is not an extension of time to pay any taxes that might be owed.
👨👩👧 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.