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Client Forms & Tax Assistance 

Welcome to our special client forms section., you'll find tailored forms designed to streamline your experience and ensure we cater to your specific needs. Your satisfaction is our priority, and these forms will help us gather the necessary information to provide you with the best possible service. Thank you for being a valued client!

Client Intake Form

This form is designed to gather essential information to efficiently assist you with your tax preparation. Please provide accurate details to ensure a smooth and timely process. Once we review your information, our tax professional will contact you. If you have any questions while filling it out,  email us at  lasheika@lmtfinancialservices.com for assistance. 

Schedule C

To ensure we have the information, we need to best serve you and your small business tax needs.

IP PIN

Tax-related identity theft happens when someone steals your personal information to commit tax fraud. Your taxes can be affected if your Social Security number is used to file a fraudulent return or to claim a refund or credit.

Submit Forms

To ensure a smooth and efficient processing of your tax return, please submit all important tax information and any additional forms by the specified deadline. This includes income statements, deductions, and any relevant documents that support your filing. Timely submission helps us serve you and avoids potential delays. Thank you for attention to this important matter.

Where's My Refund

Where's Refund? is a popular IRS online tool that tracks your federal income tax refund through three stages: Received, Refund Approved, and Refund Sent. It offers personalized updates and provides the refund date once your tax return is processed and approved.

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