KEFLA | File Your Taxes

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First and Last Name

Email Address

Phone

State

What is your filing status for this year? (Choose one)

Single Married Filing Jointly Married Filing Separately

Head of Household Qualifying Widow(er)

Did your marital status change during the tax year?

Yes No

Did you earn wages or salary?

Yes No

Did you receive unemployment income?

Yes No

Did you receive Social Security benefits, pensions, or retirement distributions?

Yes No

Do you have any other sources of income (e.g., rental property, alimony, or other)?

Yes (Please provide details) No

Do you have any dependents to claim this year?

Yes (Provide full name, date of birth, relationship, and SSN) No

Would you like to:

Take the Standard Deduction Itemize Deductions (If unsure, we can help determine this for you)

Do you have any of the following expenses or situations that may qualify for tax credits?

Childcare expenses (Provide care provider details and payment records)

Educational expenses (Upload 1098-T and receipts for tuition, books, etc.)

Energy-efficient home improvements (Receipts or documentation)

Adoption expenses (Receipts and relevant documents)

Have you received any correspondence from the IRS or state tax authorities this year?

Yes (Please provide details) No

Would you like a direct deposit for any refunds?

Yes (Provide bank account and routing numbers) No

Thank you,
!

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Simple Tax Filing for Individuals

Please fill with your personal data

What is your filing status for this year? (Choose one)

Did your marital status change during the tax year?

Did you earn wages or salary?

Did you receive unemployment income?

Did you receive Social Security benefits, pensions, or retirement distributions?

Do you have any other sources of income (e.g., rental property, alimony, or other)?

Do you have any dependents to claim this year?

Dependent Details

Would you like to:

Itemized Deductions - Please provide records for:

Do you have any of the following expenses or situations that may qualify for tax credits?

Have you received any correspondence from the IRS or state tax authorities this year?

Would you like a direct deposit for any refunds?

Bank Account Details

Thank you,
!

Simple Tax Filing for Individuals

Please fill with your personal data

What is your filing status for this year? (Choose one)

Did your marital status change during the tax year?

Did you earn wages or salary?

Did you receive unemployment income?

Did you receive Social Security benefits, pensions, or retirement distributions?

Do you have any other sources of income (e.g., rental property, alimony, or other)?

Do you have any dependents to claim this year?

Dependent Details

Would you like to:

Itemized Deductions - Please provide records for:

Do you have any of the following expenses or situations that may qualify for tax credits?

Have you received any correspondence from the IRS or state tax authorities this year?

Would you like a direct deposit for any refunds?

Bank Account Details

Thank you,!

Thank you,
!