KBS Bookkeeping and Tax Services
KBS Bookkeeping and Tax Services
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Current Year Tax Forms

2024 / 2023 Individual Tax Questionnaire

2024 Business Tax  Questionnaire

Estate and Trusts Questionnaire

Download a Client Organizer

Non-Profit Questionnaire

Request a Tax Filing Extension

1099 / W-2 Preparation Request Form

Texas Public Information Report

Prior Year Tax Questionnaires

Bookkeeping Client Forms

New Client Onboarding Form and Questionnaire

Auto Pay Agreement

Request to Open an LLC

Request to Close an LLC

Downloads

Tax Client Checklist (pdf)Download

Prior Year Tax Forms

2022 / 2023 Individual Questionnaire

2022 / 2023 Business Questionnaire

2021 and prior Individual and Business Tax Questionnaire and Agreement

Estate Questionnaire

Client Organizer

Non-Profit Questionnaire

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