Thank you for choosing KJ Financial Group to prepare your 2025 tax return. This secure form collects the personal and financial information we need to accurately and efficiently process your return, including your:
Contact details
Taxpayer identification and dependent info
Income documents (e.g. W-2s, 1099s)
ID verification documents (e.g. SSN card, driver’s license)
All information is securely transmitted and handled in accordance with our privacy and compliance standards.
Questions or need support?📧 [email protected]📞 844-978-3408🌐 www.kjfginc.com
Before we continue, please review our privacy notice.
We are committed to protecting your personal data. Please review our Privacy Policy and Terms of Use before continuing. This explains how we collect, use, and protect your information, and your rights under applicable laws. Your information will be used solely for the purpose of preparing and filing your tax return, and related services you opt into. We do not sell or share your data.
I have read and understand the Privacy Policy and Terms of Use. I consent to the collection and use of my personal data as described therein.
Refund Advance Application
Would you like to apply for the advance up to $7,000? (It all depends on the amount of your refund). There are two types of refund advances. PREACK (before the IRS OPENS Jan.16th until the IRS opens) and INSEASON (when the IRS opens)
Whatever method you use for refund advance, you'll receive refund the same way! It can't be changed even if you're denied.
Preack- Approval rate of 56%. Harder look at credit, but not specifically credit based. Refund History for last 5 years. 2 out of 10 clients receive it. If you are denied, there is another opportunity for you to apply for the in-season loan.
In Season- Approval rate 79%. Easier to get. Refund history from previous year. 4 out of 5 of my clients receive it. If you are denied, there is not any more funding.
**DISCLAIMER: DESPITE ODDS, REFUND ADVANCES ARE NOT GUARANTEED THE BANK CAN APPROVE YOU FOR THE AMOUNT REQUESTED, DENY YOU, OR APPROVE YOU FOR A LESSER AMOUNT**
Refund Section
Taxpayer Acknowledgment & Declaration
You agree to provide us with all income and deductible expense information needed to complete your tax return.
If you receive additional information after we have begun working on your return, you agree to notify us immediately so your completed tax return contains all relevant and accurate information.
You affirm that all expenses or other deduction amounts reported are accurate and supported by required written records.
You understand that you must be able to provide written records for all items included on your return if audited by the IRS or your state tax authority. We can provide guidance on what evidence is acceptable.
By signing below, you declare that the information you have provided is accurate and complete to the best of your knowledge.
