Resources & Service Contacts
Quick links, phone numbers, and helpful resources for tax prep, bookkeeping, payroll, and business services. Save this page for easy access.
Contact
Reach us quickly for help, updates, and service questions.
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Main Line Call or text for general support.
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Email Send documents, questions, or updates.
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Mailing Address Mailing address only.5520 Johnston St Ste K PMB 1307, Lafayette, LA 70503
Client Actions
Start your intake, upload documents, or schedule a call.
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Start Tax Intake Individuals, Schedule C, and business returns.
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Secure Document Upload Upload W-2s, 1099s, ID, receipts, etc.
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Book A Consultation Tax planning + business services.
IRS & Tax Resources
Common links clients need during the tax filing process.
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IRS Online Account View notices, balances, and account info.
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Get Transcript Pull wage & income or account transcript (as needed).
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Where's My Refund? Check your federal refund status.
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Identity Protection PIN (IP PIN) Get or retrieve your IP PIN.
Business Services
Helpful links for business owners and startups.
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Business Formation LLC setup, changes, and compliance help.
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Bookkeeping & Cleanup Monthly books + catch-up cleanup.
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Payroll Support Setup + ongoing payroll assistance.
Reviews
Your feedback helps others feel confident choosing MKB.
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Leave a Review Share your experience on Google.
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Read More on Google See what clients are saying.
STILL NOT SURE?
Frequently Asked Questions
We understand choosing a tax and business support partner is a big decision. Here are answers to common questions about MKB Financial Group and our process.
How do I get started with MKB Financial Group?
Click "Start Tax Intake" and complete the intake form. After you submit your information and documents, we review everything, confirm pricing and send your next steps.
What documents do you need to get started?
Most clients need a valid photo ID, Social Security Cards (or ITIN letters), and all tax documents (W-2s, 1099s, unemployment, retirement, etc.). If you're self-employed, we'll also request income totals and expense documentation.
How does pricing and payment work?
Pricing starts at the amounts listed and is confirmed after we review your intake and documents. Final pricing depends on the forms needed, income types, and overall complexity. We confirm your total before we prepare and file your return.
How long does it take?
Turnaround time depends on return complexity and how quickly we receive complete documents. Once your file is complete, we'll give you an estimated timeline and keep you updated.
What if I have questions after signing up?
We’re here to support you! Our team is available to answer any questions you have. You can reach us by call/text at 833-379-2230 or by email at [email protected]
© 2026 MKB Financial Group LLC- All Rights Reserved. Partnering with you for accurate filing, organized finances, and business support year-round.
MKB Financial Group provides tax preparation and business services. We do not provide legal advice or investment advisory services.