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      • Download Our Tax App
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    • Life Insurance
    • Health Insurance
    • Accident Insurance
  • 360 Accounting
    • Accounting
    • Tax Preparation
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    • IRS Accepted Documents
    • Download Our Tax App
  • CONTACT US
    • SUBMIT YOUR RFP
    • Book Your Appointment
    • Talk with a expert
  • RESOURCES
    • Where is my Tax Refund?
    • W2 Locater
    • Tax Calculator

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Welcome to the Client Hub

 Welcome to the Client Hub—your centralized platform for securely accessing and submitting all necessary forms and documents. Here, you can easily complete tax questionnaires, business expense forms, and other essential paperwork to streamline your financial processes. Let’s get started!

KTI FINANCIAL SERVICES

TAX FORMS

 Tax questionnaire.

TAX QUESTIONNAIRE 2024

 CLICK HERE or on photo above to view & complete form .....

A tax questionnaire is a tool used to collect personal, income, deduction, and credit details for accurate tax preparation. It ensures compliance, identifies potential savings, and simplifies filing by organizing essential information and supporting documents upfront. 

BUSINESS eXPENSE FORM

 CLICK HERE or on photo above to view & complete form .....

 A business expense form is used to document and track costs incurred during business operations, including travel, supplies, and utilities. It ensures accurate record-keeping for tax reporting, reimbursement, and financial management. 

CORPORATE/BUSINESS TAX RETURNS

CLICK HERE or on photo above to view & complete form ...

Corporate and business tax returns are legal documents filed annually to report a company's income, expenses, and financial activities to tax authorities. These returns ensure compliance, help calculate tax liabilities, and may include forms specific to business structures like corporations (Form 1120), partnerships (Form 1065), or LLCs. They also identify eligible deductions, credits, and estimated payments to optimize tax outcomes. 

CLIENT Information Request 2024

CLICK HERE or on photo above to view & complete form ...

 

KTI Financial Services is preparing for the 2024 tax season! To ensure accuracy and provide the best service, we kindly request that you update your personal and financial details, including income, deductions, and any changes in filing status.

Your prompt response helps us serve you better. Submit your updates today!

For assistance, contact us at contactus@ktifinancialcpa.com or visit www.ktifinancialservices.com.


2024 E-Signature Tax Return Form

CLICK HERE or on photo above to view & complete form ...

   Easily review and sign your 2024 tax return with KTI Financial Services' secure E-Signature form. Save time and submit instantly from anywhere. Contact us at contactus@ktifinancialservices.com. 

Universal Tax Planning Intake Form

CLICK HERE or on photo above to view & complete form ...

    At KTI Financial Services, our tax planning services are designed to help individuals and business owners minimize their tax liability legally and strategically. We analyze your income, expenses, investments, and business structure to develop customized strategies that align with your financial goals. Through proactive planning, we ensure you're taking full advantage of deductions, credits, and tax-saving opportunities before year-end.


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KTI FINANCIAL SERVICES

4994 Lower Roswell Rd Suite 28 Marietta GA, 30068

470-203-2050

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