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NO ONE WILL RECEIVE SERVICE WITHOUT AN APPOINTMENT!
Everyone must make an appointment! One person or couple (married filing jointly) per appointment! If couples are filing seperate returns, you will need to make two seperate appointments.
NEW CLIENTS CANNOT BOOK AN EMAIL/PHONE APPOINTMENT!
ALL NEW CLIENTS MUST COME IN THE OFFICE FOR THEIR FIRST APPOINTMENT!
THE ONLY APPOINTMENT A NEW CLIENT CAN BOOK IS AN (IN PERSON) APPOINTMENT!
****If you are a new client we will need your AGI from last year. You can find this on line 11 of your federal taxes.
We do make exceptions for clients who live out of state and more than 6 hours away.
Filing More Than 1 Year
(BACK TAXES FILING)
*****If you have multiple (more than current year returns) to file, you must book an appointment per year. Also notify us via email that you have more than one year, when sending over docs. Send each year in a seperate email please.
We have several ways you can book an appointment:
1. Website:
When making an appointment, please be sure to fill out all your information. (name, phone number, email)
~ In Person Tax Appointment (You must come in person for this appointment)
~Phone/Email Appointment (You MUST email all your paperwork and make your appointment a week from the day you email us your paperwork) IF YOU ARE A NEW CLIENT YOU CANNOT BOOK THIS APPOINTMENT!
2. Email:
You can also email us your documents to: info@klhenterprise.com (when emailing please send the information in one email per person. Please put the tax Client name in the subject area) Make sure forms are clear and readable! MUST receive these at least a week before your appointment. *There is an extra $20 fee to print out your forms.
3. Mail In:
If you wish to mail us your forms you can do so at: 730 East F St Suite F Oakdale, Ca. 95361 We will call you to make an appointment once we receive your paperwork.
Please look over the list and gather all forms that pertain to you!
Id's for everyone over 18. (must be current)
All children/dependents/spouses birthdates & SS#
W2's
W-2G Gambling Income
1098-A Marketplace Health Ins.
1098-E Student loan Interest
1098-T College Tuition
1098 Mortgage Interest
1099 MISC
1099-B Stocks or Investment Sold
1099-Int Interest Income
1099-Div Dividend Income
1099-G Unemployment
1099-G Taxable State Refund
1099-SSA Social Security Benefits
1099R- Retirement
Donations
Business income/expenses (spreadsheets)
Childcare information, (name, address & phone# of provider and the Amount you paid)
IRS Pin number
****If you are a new client we will need your AGI from last year. You can find this on line 11 of your federal taxes.
ANY OTHER TAX FORMS OR INFORMATION NOT LISTED, THAT YOU HAVE.
KLH ENTERPRISE LLC
730 East F Street Ste F, Oakdale, California 95361, United States
Copyright © 2024 KLH ENTERPRISE LLC - All Rights Reserved.
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