DW Consulting Agency, LLC
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By Appointment Only

Tax Enrollment Form

Instructions:

Please 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, previous IRS tax returns (if available), W2 files, 1099 Misc files & other supporting documentation (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?
Address
Checkboxes

Tell Us About You

Name (Taxpayer)
Indicate if you are self-employed
MM/DD/YYYY
Enter your social security number (XXX-XX-XXXX)
IMPORTANT: Include the your ID# and state, issue date and expiration date.

Tell Us About Your Spouse (if applicable):

Name (Spouse/Partner)
Indicate if you are self-employed
MM/DD/YYYY
Enter your social security number (XXX-XX-XXXX)
IMPORTANT: Include the your ID# and state, issue date and expiration date.
Is it ok, to contact you by phone and email?
Your Filling Status (Choose one option below)

Tell Us About Your Dependents: (Do not Skip: Please include dependent name, social security #, DOB and relationship)

Please use this area to provide the names of each dependent, DOB, Social Security # & Relationship.
Please use this area to provide the names of each dependent, DOB, Social Security # & Relationship.
Please use this area to provide the names of each dependent, DOB, Social Security # & Relationship.
Please use this area to provide the names of each dependent, DOB, Social Security # & Relationship.

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.)
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.)

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/We certify that the information provided is accurate to the best of my knowledge. I/We authorize the use of the information provided to prepare my tax return; any inaccuracies can result in incomplete tax returns. Therefore, it’s the responsibility to review all information prior to submission.
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.
Spouse Signature (if applicable)
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