KC FINANCIAL SERVICES
About
Here at KC FINANCIAL SERVICES, we are dedicated to you and all your different tax preparation needs, individuals and business. Whether you are a start-up or established, canna-business or non-cannabis business.
We've been around for over 10 years and we've won several awards for tax and banking compliance. But, our most important win is making you a happy, life-long customer.
Since our beginning, we quickly established a reputation as a brand with first-rate customer service that provides full service individual federal and state tax preparations as well as other accounting services. Our goal is to project and maintain a clean brand that people can trust, modeled to match well-known industry leaders. We want an environment that is peaceful, friendly and productive.
visit: www.KCFinancialSvcs.com
LinkedIn: https://www.linkedin.com/in/kim-claxton-a8456637/
Reviews
Kyle J.
S. H.
C. M.
S. P.
C. H.
Frequently asked questions
What is your typical process for working with a new customer?
Before we start the process, we will schedule a call to discuss your specific needs. Once this is done, we will take the necessary steps to get you in the right direction. Please schedule your appointment via www.calendly.com/kcfinancialservices only.
Here's a list of items you would need to file:
1. Name, address, SSN, and DOB for yourself, spouse, and dependent(s)
2. Dependent Provider, Name, Address, Tax ID or SSN (if applicable)
3. Banking information if you would like Direct deposit (advances are distributed via LIVE check and the remaining balance will be deposited via direct deposit)
👉🏾Here's the income-related information you need to file (whichever ones are applicable to your situation):
1. Wages and/or unemployment
2. Interest and/or Dividend Income
3. State/Local income tax refunded
4. Social Assistance Income
5. Pension/ Annuity/ Stock or Bond Sales
6. Contract/Partnership/ Trust/ Estate Income
7. Gambling/ Lottery Winnings and Losses/ Prizes/ Bonus
8. Alimony Income
9. Rental Income
10. Self Employment/ Tips
11. Foreign Income
Do you have a standard pricing system for your services? If so, please share the details here.
Our pricing is based on each individual's situation.