Individuals

JK Associates, LLC, offers a full line-up of all services an individual taxpayer will need. This includes all the forms and schedules typically filed by most of our clients — Schedules A, B, C (sole proprietors), D (investments) and E (rentals).

We offer tax planning including helping our clients with special situations, such as

  • retirement planning
  • understanding required distributions from retirement plans and the tax implications of those distributions
  • starting a business
  • divorcing or just divorced
  • stock options and restricted stock units
  • estate and trust returns
  • inheritances
  • getting the dreaded letter from the IRS or the state taxing authority

Among our clients:

  • Retirees
  • Doctors
  • Lawyers
  • Yoga teachers
  • Artists
  • College professors
  • Engineers
  • Pastors
  • Teachers
  • Realtors® and Real Estate Agents
  • Small business owners
  • Freelance writers
  • Investors
  • Dentists
  • Carpenters
  • Small business startups

We like to get to know our clients so they consider us a trusted source of help with all of their tax concerns — and they talk with us before they make what could be a costly mistake. In our first meeting with new clients, we take the time to review previous tax returns and ask lots of questions to help us prepare an accurate, current return. We will ask clients to complete a questionnaire about income and potential deductions. We also require you to sign an Engagement Letter. This spells out our responsibilities to you as well as your responsibilities in helping us prepare an accurate return for you.

Our standard is that every tax return is treated with the same care and concern that we use in our own returns. That means that if something appears to be wrong or missing, we’ll contact you. We get to know our clients, learning about their lives to identify possible tax issues or opportunities. We stay current on the rules and will work to get you the largest honest refund possible. We won’t fill your head with a lot of confusing jargon, and we won’t put you into a position that we cannot defend. We’ll keep your data secure. And we’ll do all of this at a fair price.

Let’s get started

There’s always paperwork — from a tax organizer to engagement letters — to complete so we can start preparing your tax returns. We offer two easy ways to get started. You can contact us and we will send the documents to you via email or snail mail. Or, you can click here to get started by opening these PDF documents. Please try to complete as much as possible before our meeting — but we’ll help you complete it if necessary.

Here are the required documents in PDF format

This is an introduction to the forms (and why we have so many):

                    2017 READ ME FIRST

The essential set includes an engagement letter, a consent letter so we have your permission to send information to third parties, such as mortgage lenders (this is optional), pages of questions to make sure we report all of your income and take every deduction you are entitled to, and information about projecting your 2018 tax liability:

2017 Essential Set – engagement+7216+questions

If you are claiming dependents, including children who are in college and parents you may be supporting, this information is now required by the IRS:

2017 Tax Credit Due Diligence

This form is mandatory, along with your proof of insurance documents:

2017TY Heath Insurance 2017TY

If you have a business, these are the forms you’ll need (you can find them under the Business tab, too):

2017 Business Set – Engagement+questionnaire

2017 Supplemental Qs – business+foreign+healthcare+due diligence

If you were born or lived outside of the US, have family in another country, have foreign bank accounts, pensions, trusts, etc, please complete this form:

Foreign Interests

We are open year-round and love to talk taxes. Give us a call. 410-884-0317