Please enable JavaScript in your browser to complete this form.Getting StartedPlease complete the following enrollment form so we can begin the tax planning process. The following items will may be required. The estimated completion time is 30 minutes. You will need participant social security numbers, date of birth details, supporting documentation (COVID-19 impact), previous IRS tax returns (if available), W2 files, 1099 Misc files & other supporting documentation (if applicable).Email *EmailConfirm EmailPrimary Contact Number *What mobile or business number can we reach you at? Address *Address Line 1Address Line 2CityAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingStateZip CodeTell Us About YouName (Taxpayer) *FirstLastOccupation (Taxpayer) *Indicate if your are self-employedDate of Birth (Taxpayer) *(MM/DD/YYYY)Social Security # (Taxpayer) *Enter your social security number (XXX-XX-XXXX)Drivers License # (Taxpayer) *Include the number and stateTell Us About Your Spouse (If applicable):Name (Spouse)FirstLastOccupation (Spouse)Date of Birth (Spouse) (MM/DD/YYYY)Social Security # (Spouse)Enter your social security number for spouse. (XXX-XX-XXXX)Drivers License # (Spouse)Is it ok, to contact you by phone and email? *Yes, e-mail & phoneNo, just phone onlyNo, just via e-mailFilling Status *SingleMarried Filling JointlyMarried Filling SeparatelyHead of HouseholdQualifying Widow(er) with Dependent Child I am not sureIndicate your preferred filling status. If you are unsure of your filling status or unclear as to the definition, please select "I am not sure". Tell Us About Your Dependents: (Do not Skip: Please include dependent name, social security #, DOB and relationship).Dependent #1 Information Please use this area to provide the names of each dependent, DOB, Social Security # & Relationship.Dependent #2 Information Please use this area to provide the names of each dependent, DOB, Social Security # & Relationship.Dependent #3 Information Please use this area to provide the names of each dependent, DOB, Social Security # & Relationship.Dependent #4 InformationPlease use this area to provide the names of each dependent, DOB, Social Security # & Relationship.Upload Your Documents Upload Personal & Business Tax Documents #1 Click or drag a file to this area to upload. (W2, SSCard, 1099, 1098 & Interest & DL, etc.) Upload Personal & Business Tax Documents #2 Click or drag a file to this area to upload. (W2, SSCard, 1099, 1098 & Interest & DL, etc.) Upload Personal & Business Tax Documents #3 Click or drag a file to this area to upload. (W2, SSCard, 1099, 1098 & Interest & DL, etc.)Upload Personal & Business Tax Documents #4 Click or drag a file to this area to upload. (W2, SSCard, 1099, 1098 & Interest & DL, etc.)Upload Personal & Business Tax Documents #5 Click or drag a file to this area to upload. (W2, SSCard, 1099, 1098 & Interest & DL, etc.) 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. TAXPAYER CERTIFICATIONS: I CERTIFY THAT THE INFORMATION PROVIDED ON THIS QUESTIONNAIRE IS INFORMATION PROVIDED BY ME. I WISH THAT MY TAX RETURN BE PREPARED USING THIS INFORMATION. I RESERVE THE RIGHT TO CHECK THE RETURN TO MAKE SURE THAT THE INFORMATION ON MY TAX RETURN REFLECTS INFORMATION PROVIDED BY ME OR MY SPOUSE. *Yes, I acceptNo, I do not acceptAny services provided under this agreement must be paid “AS Services Rendered”, even if you are under financial obligation to the IRS and/or the state in which you file. The amount charged to complete your taxes must be paid, in full, at the time of service. If you choose the bank option and your return is delayed or not issued due, payment for tax preparation is still due. *Yes, I acceptNo, I do not acceptPrivacy & 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 it’s 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. *Yes, I acceptNo, I do not acceptYou agree that all statements are true to best of your knowledge *Yes, I acceptNo, I do not acceptTaxpayer Signature *Please enter your full name as an accepted signature. By signing below, you agree to our terms and conditions. Spouse Signature (if applicable)Please enter your full name as an accepted signature. By signing below, you agree to our terms and conditions. Date Signed *Select today's dateSubmit
