THANK YOU FOR TAKING THE STEPS TO REQUEST A FREE TAX ESTIMATE FROM KAM FINANCIAL GROUP.
WE LOOK FOWARD TO SERVING YOU! PLEASE COMPLETE ALL THE REQUIRED INFORMATION BELOW SO THAT WE MAY SERVE YOU. PLEASE SUBMIT THIS FORM ONLY ONCE...WE WILL CONTACT YOU 12-48 HOURS
For a free tax estimate please Complete this form or send the following information to Taxdoc@kamfinancialgroup.com
Please allow 24 hours to get amount of estimated refund. We will not send your tax return in unless you tell us to do so. This is just an estimated refund and not your actual refund.
Here is what We need from you:
All w2, 1099, last pay stubbs,
Are you self employed?
We need your Ssn, ID's, DOB for tax payer, spouse and dependents.
Phone, email , address.
Did you have insurance? Yes or No
Was Is Marketplace insurance? Yes or no
Do you want a Refund loan? Yes or no
Do you want to apply for school credit? Yes or no
Do you want your Return to be direct deposited, check, visa debit card?
Do you have an Identity Pin? is so please provide it.
Please note that after submitting this form you will be able to upload more documents to our clients portal. Your username and password access will be sent to you once you have submit this form. Thank you
By submitting this form you have agree to all our company terms and polices. Please Print this Page as PDF before you submit it.
I, The Submitter of this form do hereby release any/and all individuals or institutions including Kam Financial Group LLC, it’s officers, employees, related personnel, agents, or sub agents both individually and collectively, from any expressed and/or all liability for damages of any kind such as fault etc. Which may result to me because of inaccurate information that I may have provided during the preparation, and execution of tax services provided by Kam Financial Group LLC., its officers, employees, related personnel, agents, or sub agents that I gave consent to.
I The Submitter of this form Have reviewed, verified, and consented to all the information in or attached to my tax return and related schedules. I take full responsibilities for and all inaccuracies that may exist, and damages that may arise as a result of this tax preparation. I hereby agree that an electronic, photocopy, online form submission or facsimile of my signature shall be deemed as binding, valid, genuine, and authentic as an original release and signature for all purposes.