Refer. File. Get Paid.

Refer a Friend. Get Paid. It’s That Simple.

Join Our Exclusive Referral Program

At J&K Tax Preparation, we believe in rewarding people who support our business. Our Exclusive Referral Program allows you to earn cash by referring friends, family, or clients who file their taxes with us.

No experience required. No paperwork headaches. Just share your referral link and get paid when they file.

What You Can Earn

✔ Earn $100 per qualified referral
✔ Paid after the referred client completes filing
✔ No limit on how many people you can refer

The more people you refer, the more you earn. Simple math.

Qualified referral: A new client who completes their tax filing with J&K Tax Preparation using your referral link.

What You Can Earn

✔ Earn $100 per qualified referral
✔ Paid after the referred client completes filing
✔ No limit on how many people you can refer

The more people you refer, the more you earn. Simple math.

Qualified referral: A new client who completes their tax filing with J&K Tax Preparation using your referral link.

Who Can Join

Anyone can participate in our Exclusive Referral Program, including:

Past or current clients
Friends and family
Business owners
Community members
Side hustlers looking for extra income

You do not need to be a tax professional to earn.

Why Join Our Exclusive Referral Program

No upfront cost
No selling required
No appointments needed
Legit payouts
Trusted tax office serving all 50 states

You refer. We handle the taxes. You get paid.

What Your Referral Gets

When you refer someone to J&K Tax Preparation, they receive:

Professional tax preparation
FASTA in-office service (walk-ins welcome)
Virtual & paperless filing
No upfront fees
Access to tax credits and deductions they qualify for

It’s a win for them — and a win for you.

Important Referral Guidelines

To keep the program fair and smooth:

Referrals must be new clients
Referral payouts are issued after filing is complete
Self-referrals are not allowed
Incomplete or unfiled returns do not qualify

We keep it clean and compliant.

Important Referral Guidelines

To keep the program fair and smooth:

Referrals must be new clients
Referral payouts are issued after filing is complete
Self-referrals are not allowed
Incomplete or unfiled returns do not qualify

We keep it clean and compliant.

Start your virtual tax filing today and experience a simple, secure way to file from anywhere.

Privacy & Security Notice

I understand and agree to the Privacy & Security Notice. *

I understand and agree to the Privacy & Security Notice

Client Type

Are you a: *

Personal Information

First Name *

Last Name *

Date Of Brith *

SSN or ITIN (secure entry) *

Identity Verification

Please upload a valid government-issued photo ID for tax preparation.

Accepted IDs include:

Driver’s License
State ID
Passport
Military ID

✔️ ID must be current and readable

Missing or expired ID will delay your return.

Taxpayer Upload ID *

Do you need to update your phone number? Yes / No *

Enter Your New Phone Number

Do you need to update your mailing address? Yes / No *

Enter New Address

Has your email address changed? *

Enter your new email address below.

Filing Status Check

Choose your filing status (we will verify): *

Were you married at any time last year? *

If yes → Did you live with your spouse? Yes / No *

Did you pay more than half the cost to run your home? Yes / No *

If NO → “Who paid more than half the cost to run your household last year? Please list their name, relationship to you, and the type of support they provided (rent, utilities, food, childcare, etc.).”

Did your qualifying Dependent(s) live with you over 6 months? Yes / No *

If NO → “Where did your qualifying person live during the months they were not with you, and who were they living with? Please list the person’s name, relationship, and the months they lived there.”

Household & Support Questions

Did anyone help you pay bills or support your household last year? *

If yes → Who helped and what did they pay?

Why we ask these questions:
We ask these questions to accurately prepare your return and keep proper internal notes. Your answers are confidential and will not be shared with anyone outside our office.

Who received the benefit: *

Taxpayer

Spouse

Dependent(s)

Months received during tax year: *

Monthly amount received: *

Was SNAP used for household food expenses? *

Who was covered? *

Taxpayer

Spouse

Dependent(s)

Coverage period (months): *

Any marketplace insurance (1095-A)? *

Who was listed on the lease? *

Taxpayer

Spouse

Both

Monthly rent subsidy amount: *

Did dependents live in the home during this time? *

Typical benefit amount issued: *

Frequency received: *

Weekly

Bi-weekly

Monthly

Who received the assistance? *

Taxpayer

Dependent(s)

Was TANF used for household support? *

Who received SSI/SSA?

Taxpayer

Dependent(s)

Regular benefit amount received:

Was the income reported on SSA-1099? *

Child(ren) covered by CAPS: *

Monthly childcare amount paid by CAPS: *

Average monthly childcare assistance provided: *

Did taxpayer pay any out-of-pocket childcare expenses? *

Did you pay over 50% of your household expenses? Yes / No *

If Yes → Enter how much and for how many months *

Dependents

(If Applicable)

Do you need to add or remove dependents this year? *

Adding Dependents 1 *

Full Name
DOB
SSN
Relationship
Months lived with you (1–12)

Did anyone else support Dependent #1 last year? *

If YES, who helped support Dependent 1 and for how long? *

Is Dependent 1 your biological child? Yes / No *

If NO, what is Dependent 1’s relationship to you? *

Dependent 1

Supporting Documents

Please upload all required supporting documents for Dependent 1.
These documents help us verify relationship and residency under IRS due-diligence rules.

Upload the documents below (upload any that apply):

Social Security card
Birth certificate
Medicaid/insurance card
School records or daycare records
Medical records
SNAP/food stamp award letter
Section 8 / housing documents
Court documents or custody papers
Any proof the child lived with you over 6 months
Any other documents showing relationship or residency

Why we ask:
IRS requires proof of relationship, residency, and support for any dependent claimed on your return. Missing documents can delay your tax preparation.

Upload Supporting Documents for Dependent 1: *

Do you need to add or remove a dependent? *

Add Dependent #2 *

Full Name
DOB
SSN
Relationship
Months lived with you (1–12)

Did anyone else support Dependent 2 last year? Yes / No *

If YES, who helped support Dependent 2 and for how long? *

Is Dependent 2 your biological child? Yes / No *

If NO, what is Dependent 2’s relationship to you? *

Dependent 2

Supporting Documents

Please upload all required supporting documents for Dependent 1.
These documents help us verify relationship and residency under IRS due-diligence rules.

Upload the documents below (upload any that apply):

Social Security card
Birth certificate
Medicaid/insurance card
School records or daycare records
Medical records
SNAP/food stamp award letter
Section 8 / housing documents
Court documents or custody papers
Any proof the child lived with you over 6 months
Any other documents showing relationship or residency

Why we ask:
IRS requires proof of relationship, residency, and support for any dependent claimed on your return. Missing documents can delay your tax preparation.

Upload Supporting Documents for Dependent 2: *

Do you need to add or remove more dependent(s)? *

Add Dependent #3 *

Full Name
DOB
SSN
Relationship
Months lived with you (1–12)

Did anyone else support Dependent 3 last year? Yes / No *

If YES, who helped support Dependent 3 and for how long? *

Is Dependent 3 your biological child? Yes / No *

Dependent 3 If NO → What is the dependent’s relationship to you? *

Dependent 3

Supporting Documents

Please upload all required supporting documents for Dependent 1.
These documents help us verify relationship and residency under IRS due-diligence rules.

Upload the documents below (upload any that apply):

Social Security card
Birth certificate
Medicaid/insurance card
School records or daycare records
Medical records
SNAP/food stamp award letter
Section 8 / housing documents
Court documents or custody papers
Any proof the child lived with you over 6 months
Any other documents showing relationship or residency

Why we ask:
IRS requires proof of relationship, residency, and support for any dependent claimed on your return. Missing documents can delay your tax preparation.

Upload Supporting Documents for Dependent 3: *

If you need to remove a dependent from your return, please let us know which dependent should be removed and why. This helps us keep your tax file accurate and avoid any issues with the IRS.

Remove dependent(s) *

1.Full Name of dependent (1) to remove
Why is Dependent 1 being removed from your tax return?
2.Full Name of dependent to remove
Why is Dependent 2 being removed from your tax return?
3.Full Name of dependent to remove
Why is Dependent 3 being removed from your tax return?

Childcare, School

& Medical

Did any dependents or household members attend daycare or college during the tax year? *

If yes → Upload a report card, school letter, or daycare statement. *

Income & Documents

Document Upload Instructions

Please upload only the documents you selected in the previous questions into their matching upload tabs.

Each document type has its own field (W-2, 1099, Marketplace, SSA, Education, etc.).
Do not mix documents.

✔️ Up to 50 uploads per category
✔️ Upload clear, complete documents only

Missing or incorrectly uploaded documents will delay your return.

W2's

1099s (NEC/MISC/G)

Self-employment income (Cash App, Zelle, PayPal, Venmo, Stripe, Square)

$

Income summary or profit & loss statement

$

Unemployment W-2G

Identity Protection PIN (IP PIN)

Mortgage Interest Statement (Form 1098)

College Form 1098-T (Tuition Statement)

SSA-1099

Marketplace (1095-A)

Additional Services (Optional)

Do you want to apply for a Cash Advance Loan upto $9500? *

Yes

NO

Would you like to see if you pre-qualify for business funding or business credit? *

Yes — Pre-Qualify Now

Not right now

Would you like help improving your credit to unlock higher funding amounts? *

Yes — send me details

No

New Client

Welcome to J&K Tax Preparation Services! We’re excited to work with you this season. This form helps us collect the information we need to start your return and match you with the right tax specialist. Please fill out everything as accurately as possible so we can process your file smoothly and get you the best refund available.

FILING STATUS

Filing Status (choose one from drop-down) *

Client Intake Information

Full Name

Social Security Number

Date Of Birth

Upload your ID & Social Security Card *

Address *

Street Address

City

State

Country

Postal Code

Email *

Phone *

Is the taxpayer blind? (Yes/No) *

Were you married last year? (Yes/No) *

Spouse Full Name *

Spouse Date Of Birth *

Spouse SSN or ITIN (secure entry) *

Spouse Phone Number *

Spouse Email Address *

Spouse Upload Social Security Card (optional if already on file) *

Spouse Upload Valid Photo ID *

Spouse Upload Voided Check or Screenshot of Joint Account

Spouse Signature (if applicable *

Clear

Spouse Full Name (copy) *

Spouse Date Of Birth (copy) *

Spouse SSN or ITIN (secure entry) (copy) *

Spouse Phone Number (copy) *

Spouse Email Address (copy) *

Spouse Upload Social Security Card (optional if already on file) (copy) *

Spouse Upload Valid Photo ID (copy) *

Spouse Upload Voided Check or Screenshot of Joint Account (copy)

Spouse Signature (if applicable (copy) *

Clear

Do you or spouse owe any government debt (IRS, student loan, child support)? (Yes/No)

Do you or spouse own a rental property? (Yes/No) *

Did you or spouse purchase any vehicle last year? (Yes/No) *

Did you or spouse pay medical/dental expenses (not insurance)? (Yes/No) *

Did you or spouse withdraw from a 401(k)? (Yes/No) *

Did you or spouse purchase an electric vehicle last year? (Yes/No) *

Did you or spouse adopt a child last year? (Yes/No) *

Did you or spouse receive Social Security benefits last year? (Yes/No) *

Did you or spouse receive Marketplace Health Insurance last year? (Yes/No) *

Did you or spouse receive Unemployment Benefits last year? (Yes/No) *

Did you or spouse attend college last year? (Yes/No) *

Did your spouse earn any income this year? *

Upload spouse income documents (W-2, 1099, or self-employment income)

Will you be filing this tax return with your spouse? (Yes/No/N-A) *

Is the taxpayer disabled? (Yes/No)

Did you file last year?

Household & Support

Did you work last year? (Yes/No) *

Document Upload Instructions

Please upload only the documents you selected in the previous questions into their matching upload tabs.

Each document type has its own field (W-2, 1099, Marketplace, SSA, Education, etc.).
Do not mix documents.

✔️ Up to 50 uploads per category
✔️ Upload clear, complete documents only

Missing or incorrectly uploaded documents will delay your return.

W2s

Self-Employment Income

$

Business income/expenses

$

1099s (NEC/MISC/G)

Bank statements (if needed)

SSA-1099

Last year’s return (if not on file)

Unemployment

Childcare provider receipt

Marketplace Form 1095-A

Other.

During the tax year, did you or anyone in your household receive assistance from any public programs? *

Nutrition assistance (SNAP)

Medical coverages (Medicaid / PeachCare)

Housing assistance (Section 8 or similar)

Temporary cash support (TANF)

Disability or Social Security benefits (SSI/SSA)

Childcare assistance (CAPS or state childcare help)

NONE

Estimated benefit amount usually received *

$

Time period assistance was active: *

Who benefited from this assistance? *

Taxpayer

Dependent(s)

How many people in your household had Medicaid coverage? * (Include yourself and anyone else covered) *

How many months did you receive Medicaid coverage during the year? * (Example: 12 months, 6 months, etc.) *

Did anyone in your household have Marketplace (HealthCare.gov) insurance during the year? * *

Yes

NO

Approximate housing assistance value: *

$

Months assistance applied: *

Were any dependents residing in the household during this period? *

Yes

No

Typical cash support amount received *

$

Duration of assistance: *

Was this support used for household expenses? *

Yes

No

Recipient of benefits *

Taxpayer

Dependent(s)

Regular benefit amount *

$

Number of months assistance was active *

SSA-1099 issued? *

Yes

No

Child(ren) receiving assistance: *

Average childcare assistance provided: *

$

Timeframe assistance was active: *

Any out-of-pocket childcare paid by taxpayer? *

Yes

No

Can another person claim you as a dependent? (Yes / No) *

Who can claim you? Parent, guardian, or another person? *

Did they claim you last year? (Yes/No) *

Were you affected by a natural disaster last year? (Yes/No) *

Which disaster? (Hurricane, flood, wildfire, etc.) *

What month did it occur? *

Upload any FEMA or insurance letters if you have them.

Did you provide more than half of your own support last year? (Yes/No) *

If NO → Who helped support you? Parent, partner, family member, etc. *

What type of support did they provide? (Housing, food, transportation, bills) *

Did anyone help you pay for rent, food, or transportation? (Yes/No) *

Who helped you? *

What type of help? (Rent, food, utilities, childcare, gas, etc.) *

How many months did they help? *

Have you ever been disallowed for EITC / AOTC / CTC / ACTC? (Yes/No) *

Which credit was denied? *

What year were you denied? *

Did the IRS require you to file Form 8862 to claim the credit again? (Yes/No) *

Do you or your spouse have an IRS IP PIN? (Yes/No) *

Upload your current-year IP PIN letter or enter the 6-digit PIN. *

Do You Have Dependents?

Do you have any dependents to claim? (Yes/No) *

Dependent 1 *

Full Name
Date of Birth
Relationship (Son, Daughter, Stepchild, Grandchild, Other)
Social Security Number
Is this your biological child? (Yes/No)
Is the dependent adopted? (Yes/No)
Is the dependent disabled? (Yes/No)

What supporting documents will you be uploading for Dependent 1? Please select and upload any documents that apply to this dependent. You can upload more than one: *

Proof of Eligibility for Dependent 1 *

Upload as many documents as you have — the more proof, the smoother your tax process will be.

Do you have any additional dependents to add? *

Dependent 2

Full Name
Date of Birth
Social Security Number
Relationship to you
Did this dependent live with you for more than 6 months this year? (Yes/No)
Did you provide more than 50% of their support? (Yes/No)
Do you have proof of support school/medical/lease, etc. (Yes/No)

What supporting documents will you be uploading for Dependent 2? Please select and upload any documents that apply to this dependent. You can upload more than one: (copy) *

Proof of Eligibility for Dependent 2 (copy) *

Upload as many documents as you have — the more proof, the smoother your tax process will be.

Do you need to add a third dependent? (Yes/No) *

Dependent 3 *

Full Name
Date of Birth
Social Security Number
Relationship to you
Did this dependent live with you for more than 6 months this year? (Yes/No)
Did you provide more than 50% of their support? (Yes/No)
Do you have proof of support school/medical/lease, etc? (Yes/No)

What supporting documents will you be uploading for Dependent 3? Please select and upload any documents that apply to this dependent. You can upload more than one: *

Upload Dependent 3 Documents *

Upload as many documents as you have — the more proof, the smoother your tax process will be.

Please confirm the following about ALL dependents you are claiming this tax year: (Select all that apply) *

I can legally claim every dependent listed.

Each dependent lived with me more than 6 months last year.

I provided more than half the support for all dependents listed.

No one else supported any of these dependents

No one else attempted to claim these dependents last year.

I did NOT receive shared support from another parent for these dependents.

All dependents listed are U.S. citizens or have valid SSN/ITIN.

I understand I must upload birth certificates, Social Security cards, Medicaid cards, or school records if requested.

Dependent Eligibility Acknowledgment By entering my initials below, I confirm that all statements selected above regarding my dependents are true, accurate, and complete to the best of my knowledge. *

Clear

Initials (First & Last):

Did anyone else help support ANY of the dependents listed? Yes → Explain who helped and what type of support. If No skip *

Did ANY dependent live with someone else for part of the year? Yes → Who and which months? If No skip *

I affirm the above residency statement is true and accurate.

Income, Housing & Insurance

Do you own or rent your current residence? *

Own (upload mortgage statement or Form 1098) - Rent (upload lease or rent statement) *

Did you or anyone in your household attend college at any time during last year? *

How many students attended college? (number) *

Were you (or they) enrolled at least half-time? *

Did anyone receive scholarships or grants? *

Upload tuition form(s) (1098-T), if available (upload) *

Upload tuition form(s) (1098-T), if available (upload)

Did you or anyone in your household receive Marketplace health insurance last year? *

Upload Form 1095-A (Marketplace Insurance Statement) *

Did you or anyone in your household receive unemployment benefits last year? *

If Yes → Upload Form 1099-G *

Did you adopt a child at any time last year? *

Was the adoption finalized or in progress? Finalized/In progress *

Finalized

In progress

Upload adoption paperwork or placement documents (if available) *

Did you withdraw money from a 401(k) or other retirement account last year? *

Any interest or dividend income? (Yes/No) *

Any donations (Goodwill, Church, etc.)? (Yes/No) *

Yes enter amount

Did you pay any out-of-pocket medical or dental expenses last year (not including insurance premiums)? *

Estimated total amount paid out of pocket $________ (example: $1,200) *

Who were the expenses for? *

Taxpayer

Spouse

Dependent(s)

Upload receipts or statements (if available) (optional) *

Household Members

Did anyone (other than dependents) live in your home last year? (Yes/No) *

If Yes → List name(s), relationship(s), and months in home. *

How many months did you (the taxpayer) live in your home last year? (1-12) *

What amount of rent or household support did they (others) provide last year? (If none, type “None”) *

Self-Employme

Are you self-employed? (Yes/No) *

Yes → Im Self-Employme *

Business Name
EIN (if any)
LLC Registered? (Yes/No)
Year Started
What goods/services do you provide?
Do you work from home? (Yes/No)
Dedicated workspace at home? (Yes/No)
Business bank account? (Yes/No)
Promote on social media? (Yes/No)
Business website? (Yes/No)
Proof of services provided (photos)? (Yes/No)
Business license? (Yes/No)
Any W-2 employees or 1099 contractors? (Yes/No)

Refund Advance & Payment

Do you owe any government debt, such as IRS taxes, student loans, or child support? *

Select How You Would Like Your Refund *

Would you like to see if you pre-qualify for a same-day cash advance up to $9,500? (Yes/No) *

Do you need help improving your credit or qualifying for more funding?

Yes

Maybe later

No

Are you interested in checking your eligibility for business funding or business credit? *

Yes — Check Eligibility

Maybe later

Bank Name *

Routing Number *

Account Number *

Bank Verification Upload Please upload a screenshot or a voided check for secondary verification. For security, block out all personal information. *

By submitting this form, I agree to J&K Tax Preparation’s Security & Privacy Policy, Engagement Letter, Payment Agreement, and IRS 7216 Consent. I understand my information is confidential and will only be used to prepare and file my tax return, verify my identity, communicate with me about my tax return, and process any refund advance or bank product I request. I acknowledge that I am responsible for providing complete and accurate information, and that tax preparation fees are due once my return is completed, whether or not I receive a refund. If my refund is delayed, reduced, rejected, or intercepted for any reason (including IRS debt, state debt, student loans, child support, or other obligations), I still owe my tax preparation fees in full. I authorize J&K Tax Preparation to collect payment electronically or pursue collection if necessary. If I am claiming dependents, I certify that each dependent listed lived with me for more than half of the year unless otherwise stated, and I can provide supporting documentation such as school records, medical records, daycare records, lease agreements, or utility bills. I declare under penalty of perjury that all information provided in this intake form is true, correct, and complete to the best of my knowledge

I agree *

I have read and agree to the statements above.

TAXPAYER ACKNOWLEDGMENT By placing my initials below, I acknowledge and agree to all of the following: *

I understand that tax preparation fees are due at the time services are provided unless I choose to have fees deducted from my refund. If my refund is delayed, reduced, or offset for any reason, I am still responsible for paying any remaining balance immediately.

I understand that the fees I am paying are only for tax preparation services for the tax year listed above. Any additional services requested will result in additional fees.

I understand that J&K Tax Preparation’s responsibility is limited to preparing and submitting my tax return based on the information and documents I provide. Once my return is submitted, J&K Tax Preparation has no control over IRS or state processing times or refund release dates.

I understand that if I fail to provide all required tax documents, J&K Tax Preparation is not responsible for any additional taxes, penalties, or interest that may result. If an amendment is required due to missing or late documents, I may be subject to an amended return service fee.

I acknowledge that I have received a copy of my tax return electronically or in paper form and understand that there may be a fee for additional copies.

Taxpayer Initials : *

Clear

Taxpayer Authorization & Certification

By signing below, I certify that all information I have provided to J&K Tax Preparation for tax preparation services is true, correct, and complete to the best of my knowledge.

I understand that:

My tax return will be prepared based solely on the information and documents I provide
I am responsible for the accuracy of all income, dependents, credits, and deductions reported
Providing false or incomplete information may result in delays, penalties, audits, or changes to my refund
Additional documentation may be requested for verification or IRS due diligence purposes

I authorize J&K Tax Preparation to use this information to prepare and submit my tax return.

Taxpayer Signature (required) *

Clear

“Signature Date” *

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