KLH ENTERPRISE LLC

KLH ENTERPRISE LLCKLH ENTERPRISE LLCKLH ENTERPRISE LLC

KLH ENTERPRISE LLC

KLH ENTERPRISE LLCKLH ENTERPRISE LLCKLH ENTERPRISE LLC
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TAXES INFO

APPOINTMENTS

TYPES OF APPOINTMENTS

TYPES OF APPOINTMENTS

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. 

TYPES OF APPOINTMENTS

TYPES OF APPOINTMENTS

TYPES OF APPOINTMENTS

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.   

TAX PREP LIST

TYPES OF APPOINTMENTS

TAX PREP LIST

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.   

  • TAXES
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KLH ENTERPRISE LLC

730 East F Street Ste F, Oakdale, California 95361, United States

209-844-5147 | info@klhenterprise.com

Copyright © 2025 KLH ENTERPRISE LLC - All Rights Reserved.

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