Forms

Please download Client Personal Data Form below in Word or PDF version, fill it out and e-mail to info@pktaxes.com with your other Tax Documents (e.g. W-2, 1099-Misc, 1098-T, 1099-M, 1099-INT, 1099-Div, 1095-A, 1095-B, 1095-C etc.) . We will contct you at our earliest convenience to discuss your tax situation.

Appointment Checklist PKTax 2023 (Word Version)

Appointment Checklist PKTax 2023 (PDF Version)

Client Personal Data PKTax 2023 (Word Version)

Client Personal Data PKTax 2023 (PDF Version)