Welcome To Knapp Business Solutions!

We are excited to get to know and work with you. Your first step will be to gether the following documents and upload them to us.

  •  Drivers License or Government Issued Photo ID.
  •  You and all dependents Social Security cards or Taxpayer Identification Numbers.
  •  A copy of the last year’s tax return.
  •  All current tax documents (W-2s, 1099s, K-1s, Brokerage Statements, IRS Notices, or any other tax documents).
  •  Proof of healthcare Insurance.
  • You and your dependents date of birth.

You can download and complete our Tax Organizer at your convenience.

Once you have the above items together you can upload them HERE.


The password to upload is kbstax all lowercase.