K. Tate Tax Services

Here are the links to check your refund status:

• Check with IRS
• Check with TPG

Please fill in the forms below or print the PDF copy and submit to yourname@company.com.

• Click Here for the 2021 Client Intake Form in English
• 2021 Formulario de Recepción de Clientes
• PDF of Client Intake Form in Spanish (fillable)

General Requirements:

• State-Issued picture ID-
• Social Security Cards for everyone yourself and spouse/dependents (if applicable)
• Your Checking Account & Routing Number (for your refund to be direct deposited into)-
• Copy of your revious year tax return

For Signature Loan:

• Utility bill within last 30 days
• Car Insurance card

Not all will apply.

• W-2 for you & spouse
• Unemployment
• 1099 – Interest and Dividend
• Income, Retirement, Annuities
• Social Security or Disability received
• Alimony or Child Support received
• Gambling income and losses
• Cost Basis of Securities Sold
• Rental Property Income

Not all will apply.

• Child Care Expenses
• 1098-T Education Tuition Expense
• Interest Paid on Student Loans
• Alimony Paid (need Social Security number of recipient)
• 1098 – Mortgage Interest Expense
• Medical savings account
• Moving expenses
• IRA contributions
• Rental Property Expense & cost basis
• Adoption expenses
• Medical Expenses (Health Care – Prescriptions, Doctors, Dentists, Eyeglasses, Medical Insurance, Long Term Health Care Insurance)
• Real Estate Taxes and other taxes paid
• List of Charitable Contributions
• Un-Reimbursed Job Expense
• Union/Professional Dues, Job related educational costs, Investment expenses, Job Search expense, Hobby expense, Work uniforms, Safe deposit box

Here are the forms that you need to submit after returns are completed:

• EIC Validation Form
• Schedule C (Self-Employment) Validation