DMA Accounting Services LLC DBA Grace and Ledger- Tax Client Intake Form

Tax Client Intake Form

Please complete all required fields to begin your tax preparation. Your information will be kept confidential and used solely for tax preparation purposes.
Personal Information

Enter your personal details as they appear on official documents.
First Name*
Middle Name
Last Name*
Date of Birth*

MonthDayYear
Date
Tax Identification Number (SSN or ITIN)*
Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.
Occupation*
IRS Identity Protection PIN
Are you a US Citizen or Resident?*

YesNo
Are you legally married?*

YesNo
Are you a student?*

YesNo
Are you a home owner?*

YesNo
Are you a business owner?*

YesNo
Do you have dependents?*

YesNo
Did your dependents live with you 12 months of the year?*

YesNo
Can anyone else claim you on their taxes?*

YesNo
Are you planning to buy a home in the next 2 years?*

YesNo
How much did you pay for rent monthly last year?*
Do you have health insurance?*

YesNo
Did you pay for childcare last year?*

YesNo
Did you qualify for a tax refund last year?*

YesNo
Would you like more information about our Bookkeeping and/or Tax advisory services?*

YesNo
Please upload all tax documentation. Please note that we are unable to process your tax return until all necessary documents have been submitted.

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Upload Your ID (Front and Back)*

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Upload Social Security Card

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Upload W2's, 1099s, Income statements, etc.

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Upload all other tax forms

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Tax Preparation DepositNon-refundable deposit for tax preparation services. Will be deducted from your total fee.
$150.00

Total

$0.00
IMPORTANT PLEASE READ: Certification and agreement statement: I certify that the information provided in this form is accurate and complete to the best of my knowledge. I understand that the preparation of my tax return will be based on the information I have supplied and that any discrepancies may affect the accuracy of my return. I agree to provide any additional documentation requested to ensure the proper filing of my taxes. By signing below, I acknowledge and accept these terms.

I agree.
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Tax Client Intake Form

Personal Information