Richardson 2025 Tax Intake · Akana Financial Services

Something went wrong

We couldn't load your page. Please use the link from your email.

If this keeps happening, email jordan@akanafinancialservices.com

Confirm your details. Sections 1 and 2 are pre-filled with what I already know. Fix anything that's wrong — your edits save automatically as you go.

Upload documents. In Section 3, drop a file onto each slot. PDFs are best, but images, Excel, and CSV all work. You can replace a file anytime.

Track what's left. Section 4 is the running checklist of everything needed to file 2025. Section 5 is the account access I'll need.

Files are stored securely. Only I can see them. Please don't enter Social Security or bank account numbers anywhere on this page.

🔒 Your files are stored securely and can only be opened by Akana Financial Services. Please upload documents rather than typing Social Security or bank account numbers here.

1Personal & filing info

Confirm or correct. No Social Security numbers, please.

Full legal name

Mailing address

Filing status

Number of dependents

Health coverage

Owns home with a mortgage Lender: New Rez — expecting a Form 1098 for mortgage interest Claims a home office Used regularly and exclusively for business

2Your businesses

Pre-filled and editable. Correct anything that's changed for 2025.

Business 1 — PNW Exterior Pros LLC

Business name

What it does

Accounting basis

Books kept in

Approximate 2025 sales

Business 2 — Holiday Lights Seattle

Business name

What it does

Accounting basis

Books status

Has its own dedicated bank account

W-2 employment & vehicles

W-2 employer

Still employed there in 2025

Vehicle deduction method

3Upload your 2025 documents

Drag a file onto each slot, or click to browse. PDF, image, Excel, or CSV · 25 MB max.

🔒 Files are stored securely and visible only to Akana Financial Services — please upload documents rather than typing sensitive numbers.

Already on file — no action needed from you.

These are taken care of. Nothing to upload or enter here.

✓ Social Security number Securely on file — never shown on this page.

✓ QuickBooks Online Accountant access already connected.

4What we need to file 2025

The full list. Document items check off automatically as you upload above.

5Account access

Check each off as you grant access. These let me pull what I need directly.

QuickBooks Online

Already have accountant access — nothing needed. Open QuickBooks ↗

Jobber

Add me as a user (jordan@akanafinancialservices.com), or send an export of 2025 transactions. Open Jobber ↗

Business banking

View-only / read access to the business accounts (or upload statements in Section 3). Please don't share account numbers or passwords here.

WA Department of Revenue (My DOR)

In My DOR, add Akana Financial Services as a third party using my SAW User ID (AkanaFinancialServices) and email (jordan@akanafinancialservices.com). Open My DOR ↗

WA Labor & Industries

Just enter your UBI and L&I account number below — I'll request access from my end, nothing else for you to do.

Your UBI number

L&I account number

Done reviewing?

Your typed details save automatically as you go. When Sections 1, 2, and 5 look right, let me know — you can still edit or upload anytime.