DW Consulting Agency, LLC
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By Appointment Only

Bookkeeping Services Enrollment Form

Instructions:

Please complete the following enrollment form so we can initial on-boarding process.  The estimated completion time is 10 minutes. You will need Federal EIN, company structure I or other documents (if applicable).

Please upload your documents from a computer or your mobile device.  If you need to add more documents, go to Upload Documents.

Please enable JavaScript in your browser to complete this form.
Primary Contact Person - Your Name
What mobile or business phone number can we reach you at?
Business Structure (if applicable)
Please enter the EIN number for the business or Social Security #.
Business Physical Address
Enter the physical location of the business
Do you have a separate mailing address?
Business Owner Name #1
Enter the owner's title if applicable.
Business Owner Name #2 (if applicable)
Enter the owner's title if applicable.
Business Owner Name #3 (if applicable)
Enter the owner's title if applicable.
Is it ok to contact you by phone or email?

Upload Your Documents

Use this area to upload documents.
Click or drag a file to this area to upload.
Use this area to upload documents. (W2, SSCard, 1099, 1098 & Interest & DL, etc.)
Click or drag a file to this area to upload.
Use this area to upload documents. (W2, SSCard, 1099, 1098 & Interest & DL, etc.)
Click or drag a file to this area to upload.
Use this area to upload documents. (W2, SSCard, 1099, 1098 & Interest & DL, etc.)
Click or drag a file to this area to upload.
Use this area to upload documents. (W2, SSCard, 1099, 1098 & Interest & DL, etc.)
Please add any notes or comments that you want us to be aware of.

Disclosures

The following section provides a review and acceptance of our terms and conditions. You must select "Yes" to all disclaimers to proceed with our services and support.
BOOKKEEPING CERTIFICATIONS: I/We certify that the information provided is accurate to the best of my knowledge. I/We authorize the use of the information provided to maintain bookkeeping any inaccuracies can result in incomplete financial reports.
PAYMENT OBLIGATIONS: I/We understand that all services provided by DWCA must be paid as agreed. Taxpayers must promptly disclose any financial obligation to the IRS or state prior to submission of return. Any 3rd party financial obligations do not supersede payment for services rendered by DWCA and must be paid in full, at the time of service. If you choose a bank opt0ion and your return is delayed (30 days) or not issued, payment for services rendered are due immediately.
PRIVACY & CONFIDENTIALITY STATEMENT: Privacy & Confidentiality Statement: To prevent unauthorized access, maintain data accuracy, and ensure correct use of information, we have put in place appropriate physical, electronic, and managerial procedures to safeguard and secure the information we rely upon to conduct business. DWCA agrees that confidential information received from its clients shall be treated as private, and safeguarded with all reasonable means. DWCA will not make public or intentionally disclose its clients’ confidential information to any third party without first receiving authorization. In the event that confidential information is lost or stolen, DWCA agrees to promptly notify affected clients.

Acceptance

Your Name
Please enter your full name as an accepted signature. By signing below, you agree to our terms and conditions.
Date / Time
Select today's date