Use this page only after you have spoken with MKB or been directed here. Select the correct intake form for your service, then use the secure document upload link to submit requested documents.
These are placeholder links for now. Replace each link with your final GoHighLevel, Cognito Forms, or secure portal link when ready.
For individual, self-employed, prior-year, amended, LLC, S-Corp, partnership, and corporate tax preparation clients.
For monthly bookkeeping, 6-month tax-ready bookkeeping retainers, financial organization, and new bookkeeping clients.
For clients whose books are behind, incomplete, mixed with personal expenses, or need catch-up before tax preparation.
For businesses needing payroll setup support, payroll coordination, payroll reports, employee records, or contractor tracking.
For clients needing estimated tax planning, deduction review, entity structure awareness, and year-end tax readiness.
For LLC setup support, EIN guidance, business records organization, annual report reminders, and compliance support.
For clients who were directed here but are unsure which specific intake form to complete.
Use this option only if MKB has already told you exactly what documents to submit.
Use this option after your invoice, service fee, consultation, retainer, or payment amount has been confirmed.
MKB uses secure links, secure forms, and secure document upload options for sensitive tax, payroll, bookkeeping, identity, banking, and financial documents.
Any document containing tax information, Social Security numbers, EINs, bank activity, payroll details, income records, identity documents, or financial statements should be submitted through a secure link only.
Completing an intake form helps MKB collect information, but it does not automatically mean work has started or that your service has been accepted.
Choose the intake form that matches the service MKB directed you to complete.
Complete the form as accurately as possible so MKB can review your records and service needs.
Submit requested documents through the secure upload link connected to your service.
MKB will review your intake, confirm missing items, and provide the next steps.
This page is mainly for clients or prospective clients who have already spoken with MKB or were directed here. If you are new, start with a consultation first.
No. Completing intake does not automatically start work or create a client relationship. MKB must confirm scope, payment, documents, and engagement terms.
Sensitive documents should not be sent through regular email. Use the secure document upload link provided by MKB.
Contact MKB before submitting another form. We will direct you to the correct intake link if needed.
Submit what you have and note what is missing. MKB may request additional documents before work can begin or continue.
Use the Make a Payment page only after your payment amount, invoice, or service fee has been confirmed by MKB.
Contact MKB before submitting intake or uploading documents. We will direct you to the correct form and next step.