Kondoskal CPA — Client Forms

✓ Form Submitted Successfully!

Thank you! Your form has been sent to Kondoskal CPA. We’ll be in touch soon.

Kondoskal CPA — New Individual Client Intake Form

Alena Kondoskal, CPA • Tax & Accounting Services

New Individual Client Intake Form

Personal Information

First Name

Last Name

SSN (Last 4)

Full SSN will be collected securely during our meeting

Date of Birth

Phone

Preferred Contact Method

Call Text Email

Occupation

Street Address

City

State

ZIP Code

Do you own or rent your home?

Own Rent

Filing Status

Single Married Filing Jointly Married Filing Separately Head of Household Qualifying Surviving Spouse

Spouse Information

Spouse First Name

Spouse Last Name

Spouse SSN (Last 4)

Spouse Date of Birth

Spouse Phone

Spouse Email

Dependents

Full Name	Date of Birth	SSN (Last 4)	Relationship

Income Sources

Check all that apply:

If you have foreign accounts over $10,000, you may need to file FBAR/FATCA forms.

Upload Your Documents

Based on your income sources above, please upload the applicable documents. You can attach multiple files per row.

Income Documents

W-2(s) — Wage and salary statements

1099-NEC — Non-employee compensation

1099-MISC — Miscellaneous income

1099-INT / 1099-DIV — Interest and dividends

1099-R — Retirement distributions

SSA-1099 — Social Security benefits

1099-G — Unemployment / state refund

Schedule K-1 — Partnership/S-Corp/trust

1099-B — Brokerage / stock sales

1099-K — Payment card / third party

Deduction Documents

1098 — Mortgage interest

Property tax records

Charitable donation receipts

Medical / dental expenses

1098-E — Student loan interest

1098-T — Tuition / education

Childcare expenses (Form 2441)

Prior Year Information

Did you file a tax return last year?

Yes No

Who prepared your return?

Any issues with prior return?

Referral Source

How did you hear about us?

Additional Notes or Questions

Notes

Signature

Client Signature (type full name)

Date

Tip: Use “Save as PDF” in print dialog

Kondoskal CPA — Business Client Intake Form

Alena Kondoskal, CPA • Tax & Accounting Services

Business Client Intake Form

Business Information

Business Legal Name

DBA / Trade Name

EIN

Entity Type

Date Formed

Industry / NAICS Code

Estimated Annual Revenue

Business Address

City

State

ZIP Code

Phone

Website

Owners / Officers

Full Name	Title / Role	Ownership %	SSN (Last 4)

Accounting & Operations

Fiscal Year End

Accounting Method

Number of Employees

Bookkeeping Software

Payroll Provider

State Registrations

States where registered / doing business

Services Needed

Prior CPA / Tax Preparer

Prior Firm / Preparer Name

Reason for Change

Additional Notes

Tip: Use “Save as PDF” in print dialog

Kondoskal CPA — Estimated Tax Payment Calculator

Alena Kondoskal, CPA • Tax & Accounting Services

Estimated Tax Payment Calculator

This calculator provides estimates for planning purposes only. Consult with your CPA for personalized tax advice.

Client Information

Client Name

Client Email

Income & Filing Information

Projected Annual Gross Income

Filing Status

Number of Qualifying Dependents

W-2 Withholding (Year to Date)

Prior Year Total Tax Liability

Self-Employment Income (if any)

Estimated Itemized Deductions (or 0 for standard)

State of Residence

Kondoskal CPA — Returning Client Update Form

Alena Kondoskal, CPA • Tax & Accounting Services

Tip: Use “Save as PDF” in print dialog

Client Forms

Kondoskal CPA

✓ Form Submitted Successfully!

Kondoskal CPA — New Individual Client Intake Form

New Individual Client Intake Form

Personal Information

Filing Status

Spouse Information

Dependents

Income Sources

Upload Your Documents

Income Documents

Deduction Documents

Other Documents

Prior Year Information

Referral Source

Additional Notes or Questions

Signature

Kondoskal CPA — Business Client Intake Form

Business Client Intake Form

Business Information

Owners / Officers

Accounting & Operations

State Registrations

Services Needed

Prior CPA / Tax Preparer

Additional Notes

Kondoskal CPA — Estimated Tax Payment Calculator

Estimated Tax Payment Calculator

Client Information

Income & Filing Information

Estimated Tax Breakdown

Kondoskal CPA — Returning Client Update Form

Returning Client Update Form

What Changed This Year?

Upload Updated Documents

Updated Contact Information

New Documents to Expect

Questions or Concerns